Dassault Systèmes wobbles on license, otherwise good Q1
Dassault Systèmes wobbles on license, otherwise good Q1 Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased...
PLMish earnings start strong, with good news from MuM and Sandvik
PLMish earnings start strong, with good news from MuM and Sandvik Two reports start us off this earnings season: Mensch und Maschine, the Autodesk reseller, and Sandvik, the Swedish company buying its way into CAM. First, MuM. Mensch und Maschine Software reported...
From poet Kate Baer: What to Write After Yet Another School Shooting
It’s been a ridiculously busy week, but I can’t get the Nashville school shooting off my mind. This, from poet Kate J Baer via https://www.instagram.com/p/CeOfd76uKep/, says what I can’t. We’ll be back to PLMish news next week, I hope. If you happen...
Happy Pi Day!
Happy Pi Day! Have I ever told you my butter ruler story? No? Well … In the US, butter typically comes in sticks wrapped in wax paper. The paper usually has the maker’s logo, the stick’s weight and a magical butter ruler. We (in the US) do things...
Nano Dimension offers to buy rest of Stratasys
Nano Dimension offers to buy rest of Stratasys Nano Dimension just announced that it wants to buy the 85% or so of Stratasys shares it doesn’t already own for about $1.1 billion. You might remember that Nano Dimension disclosed a 12% stake in Stratasys last...
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble There has been so much earnings news –generally good retrospectively with varying degrees of caution looking ahead– that I’ve lost sight of one of the...
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023 Dassault Systèmes recently reported Q4 2022 revenue of €1,584 million, up 16% as reported and up 10% in constant currencies (cc). Software revenue was €1,429 million, up 15% (up 9%...
Earnings catch up: Siemens reports FQ1, ups DI growth targets
Earnings catch up: Siemens reports FQ1, ups DI growth targets Siemens recently announced upbeat results for its fiscal first quarter — so good, in fact, that the company raised guidance for Digital Industries (DI) and Smart Infrastructure and, as a result, for the...
