Happy Thanksgiving!
Happy Thanksgiving! It’s been a frantic Fall, so it’s lovely to feel things slowing down this week. In the US, Thanksgiving Thursday is about food, family, friends, and being grateful for the bounty in our lives. My list of things to be thankful for is...
Super quick: PTC to acquire ServiceMax for $1.5 billion
Super quick: PTC to acquire ServiceMax for $1.5 billion PTC just announced that it will acquire ServiceMax in a $1.46 billion deal that’s expected to close in January. You’ve probably heard of ServiceMax; they offer field service management solutions in...
4 on a Saturday: travel catchup edition
4 on a Saturday: travel catchup edition I’ve been AWOL the last two weeks, walking the length of the Kennet and von canal in England. Amazing engineering, water control in a place where rain is a given … and beautiful countryside. More on that at some point....
2 on a Wednesday: Earnings from Hexagon and Nemetschek
2 on a Wednesday: Earnings from Hexagon and Nemetschek Hexagon and Nemetschek reported results late last week, and I just couldn’t get to them — so here are quick recaps. Hexagon reported total net sales in Q3 of €1,317 million, up 22% as reported and up 7% on an...
ESI’s Q3 shows subs transition ahead of plan
ESI’s Q3 shows subs transition ahead of plan You might recall that ESI held its Live event in September. That was customer-focused, where presenters talked about how the auto, aero, and heavy industries use ESI products to design better and faster. The week...
AU 2022: a joyous in-person extravaganza
AU 2022: a joyous in-person extravaganza Last month, Autodesk held its first Autodesk University (AU) in person since the whole COVID drama began. It was both a very familiar event and completely new. New: New Orleans instead of Las Vegas! Being handed a COVID test...
4+ on a Friday, earnings edition: Addnode, AspenTech, Cadence and Schneider Electric
4+ on a Friday, earnings edition: Addnode, AspenTech, Cadence and Schneider Electric So much news this week! A quick recap: Addnode gets two spaces in this roundup, one for acquisition and the other for earnings. First, the company announced that it has acquired JBL’s...
DS’ Q3 shows the challenges in the perpetuals-to-subs transition
DS’ Q3 shows the challenges in the perpetuals-to-subs transition If you look at the financial news, you’ll probably see headlines about today’s earnings announcement by Dassault Systèmes that focus on how license revenue was below expectations — and that’s true....
