Quick add to AVEVA + Schneider

Quick add to AVEVA + Schneider

A couple of people have gotten in touch about yesterday’s post, where I asked whether third time’s the charm for an AVEVA/Schneider Electric software deal. It’s important to note that: The only thing that could derail this combination now is if...
Here we go again: AVEVA + Schneider

Here we go again: AVEVA + Schneider

While many of us Yanks were off celebrating the unofficial end of summer, the British and French were apparently hard at work. The Financial Times and other media report that AVEVA and Schneider Electric are about to announce yet another attempt at a merger...
Here we go again: AVEVA + Schneider

Quickie: ANSYS continues to roll, Q2 revenue up 7%

ANSYS reported last night that Q2 revenue was up 7% as reported (up 8% in constant currencies) to $264 million. Software revenue was up 6% to of $150 million, while maintenance and services revenue was up 9% to $114.0 million. ANSYS continues to see significant demand...
Here we go again: AVEVA + Schneider

Quickie: Hexagon’s Q2 shows continued weakness in PPM

Hexagon just announced Q2 results that showed modest growth overall and a decent contribution from the recently acquired MSC Software. PPM continues to struggle, but CEO Ola Rollen said in the earnings material that he expects the business to return to growth towards...
Here we go again: AVEVA + Schneider

Quickie: AVEVA + Schneider unlikely right now

There’s so much going on right now, between earnings, acquisitions and other news-worthy stuff, that I keep starting posts and having to move on before I can finish them. I will, I will! When, though … But many of you are asking about possible acquisition...
Here we go again: AVEVA + Schneider

Quickie: DS catches Boeing, reports Q2 revenue up

Dassault Systemes, never shy about wins, folded an announcement that Boeing will be adopting the 3D EXPERIENCE platform across its commercial aviation, space, and defense divisions. That’s likely a big, big deal financially and from a marketing/spin perspective,...