Sandvik lays out CAM ambitions
Sandvik lays out CAM ambitions I am seriously behind on posting earnings writeups but for now, know that most companies reported good results for the March quarter and that our corner of the IT vendor space has little exposure to Russia and Belarus, so won’t see...
Digital transformation? Let’s talk.
Digital transformation? Let’s talk. I was at Autodesk’s Accelerate conference in New Orleans earlier this week. Many great speakers talked about how they are adapting to the realities they find themselves in—demanding customers, changing supply chains, squeezed...
MakerBot and Ultimaker to merge, secure $60 million investment
MakerBot and Ultimaker to merge, secure $60 million investment Remember when we were all going to have 3D printers at home, making replacement knobs for our stoves, printing toys for kids, and doodads for our offices? Not so much. That never took off for many reasons...
Quickie: Ansys acquires MDL & its Motor-CAD
Quickie: Ansys acquires MDL & its Motor-CAD Ansys just announced that it has acquired Motor Design Limited (MDL) Motor-CAD to “strengthen Ansys’ Electronics portfolio, enabling customers to design more efficient electric machines and apply them to...
PTC closes Codebeamer deal, reports solid FQ2
PTC closes Codebeamer deal, reports solid FQ2 PTC just announced that it has closed its acquisition of Intland Software and its Codebeamer. And that reminds me that I never did publish a note on PTC’s earnings last week — which were very positive. First,...
Quickie: DS Q1 revenue up 13%, ups year to 10% to 11% growth
Quickie: DS Q1 revenue up 13%, ups year to 10% to 11% growth Dassault Systèmes announced Q1 results this morning — they were very, very good, and caused the company to raise its targets for the full fiscal year. More when there’s time, but here ar the...
AVEVA has big Q4 but subs transition to slow F23 before picking up steam
AVEVA has big Q4 but subs transition to slow F23 before picking up steam AVEVA today gave a more extensive-than-usual financial update on fiscal 2022, the year ended March 31. We’ll get the full earnings release in early June, but the company disclosed today...
Cadence still very happy with CAE offerings
Cadence still very happy with CAE offerings Last night Cadence announced results for the first fiscal quarter of 2022; you can read about them in much more detail here — they were overall very good and the company increased just about all forecasts for 2022....
