What we learned: IBM, SAP and MuM report CQ1

What we learned: IBM, SAP and MuM report CQ1

What we learned: IBM, SAP and MuM report CQ1 As I noted yesterday we’re starting to get into earnings season for software companies and, as expected, the news is mixed. If you want details, go here for details on IBM’s quarter, here for SAP, and here for...
How you can help: lend your compute power to Folding@Home

How you can help: lend your compute power to Folding@Home

How you can help: lend your compute power to Folding@Home Here’s one that requires literally no effort on your part, after you download the app to your PC tower: Lend your CPU and GPU to scientists who are trying to discover how to block the Coronavirus from...
What we learned: IBM, SAP and MuM report CQ1

SAP pre-announces, still sees growth for 2020

SAP pre-announces, still sees growth for 2020 SAP became the latest company in our PLMish universe to pre-announce results for the quarter ended March 31, and offer some glimpses into how other companies may have fared — and to what the rest of 2020 may hold....
How you can help: Join MIT’s Beat the Pandemic hackathons

How you can help: Join MIT’s Beat the Pandemic hackathons

Just over the transom: MIT is hosting two hackathons THIS WEEKEND to tackle specific problems related to the COVID-19 epidemic. They’re calling this Beat the Pandemic, and say that The Challenge is a 48-hour sprint beginning on Friday afternoon (4/3) and ending...
What we learned: IBM, SAP and MuM report CQ1

PTC and Ansys DON’T preannounce

PTC and Ansys DON’T preannounce What a strange time, when it’s notable that companies just go ahead and schedule their earnings releases as per normal, like PTC did today (for April 29), or craft a special letter to investors that ends with the earnings...
How you can help: support businesses that make PPEs

How you can help: support businesses that make PPEs

How you can help: support businesses that make PPEs You don’t come here for politics, so we’ll leave all that aside, and point out that many businesses that are working to make personal protective equipment (PPEs), often without knowing if or how...
What we learned: IBM, SAP and MuM report CQ1

DS announced Q1 will be 2.5-5% below guidance

DS announced Q1 will be 2.5-5% below guidance And so it starts (continues, depending on your perspective); After the stock market in Paris closed, Dassault Systèmes announced that it expects Q1 revenue to be 2.5% to 5% below the low end of its previous guidance, which...