“Welcome to the Moon”
“Welcome to the Moon” Yesterday was SUCH a strange day. It started normally enough for a Thursday during earnings season: try to catch up on the earnings released the evening before — while answering emails about them and other recent doings. Oh, and all of the...
Keysight+ESI = so far, so good
Keysight+ESI = so far, so good We’re deep into earnings season and getting a sense of where things stand. Most PLMish companies seem cautious about the near term, with more optimism about the second half of calendar 2024. I’ll try to do a recap soon, but today, I want...
Altium to be bought by Japanese chipmaker Renesas for nearly $US 6Billion
Altium to be bought by Japanese chipmaker Renesas for nearly $US 6Billion From the “I did not see this coming” file, news just broke that Renesas Electronics will acquire Altium for AUS$9.1 billion (roughly $5.91 billion) in an all-cash...
Nemetschek’s view: AEC is doing OK, thank you very much
Nemetschek’s view: AEC is doing OK, thank you very much Remember how the VAR results I wrote about yesterday showed some weakness in AEC? Like many things, that may be the case, but not for everyone. The Nemetschek Group just announced preliminary results for 2023...
Being a VAR is tough: updates from Mensch und Machine, Addnode, and Rand
Being a VAR is tough: updates from Mensch und Machine, Addnode, and Rand Mensch und Maschine (MuM) reported preliminary Q4 and 2023 results yesterday, and that prompted me to look: Addnode’s results came last week, and Rand Worldwide published an update last...
Dassault Systèmes reports Q4 2023, all in on subs
Dassault Systèmes reports Q4 2023, all in on subs Earnings season is in full flow, and it’s time to catch up. Sandvik and SAP told us that the December quarter was pretty good. Demand was better than expected; those projected economic slowdowns, the effects of...
4 on a Monday: SAP and Sandvik report results, GT acquires, more on Synopsys+Ansys
4 on a Monday: SAP and Sandvik report results, GT acquires, more on Synopsys+Ansys PLMish and PLM-adjacent earnings ramp up this week, with PTC, Hexagon, Dassault Systèmes, and others announcing, but we’ve already some news. SAP, the enterprise software biggie,...
Autodesk moves into proptech with AEC deals
Autodesk moves into proptech with AEC deals Autodesk announced last night that it will acquire partner company Payapps for an undisclosed amount. Payapps (aka GCPay in North America) makes a cloud-based solution that automates the payment process between general...
