So much news: acquisitions, divestitures, non-deals and an appreciation
So much news: acquisitions, divestitures, non-deals and an appreciation Last week, I was in the Cotswolds in England. It was gorgeous; I’ll tell you more about it some other time — but, oh my goodness, the PLMish world kept going! Yes, there’s lots of earnings news,...
Even Siemens’ hardware is going software
Even Siemens’ hardware is going software Last month, I spent a few days with Siemens at its Karlsruhe facility, home to the Process Automation division (as well as a canteen, manufacturing plant, and I don’t know what else—it’s a massive complex where thousands of...
Bentley goes Blyncsy for AI
Bentley goes Blyncsy for AI (Sorry – I’m truly terrible at headlines.) Do you remember // did you listen to Bentley’s Q4 earnings call? CEO Greg Bentley was very excited about the potential of the company’s asset analytics offerings, specifically its 2023...
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI Software — and what I want to know about Q1
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI Software — and what I want to know about Q1 The earnings news cycle is about to kick off again, and I owe you a recap of what we learned about the December quarter. I always start these...
Catchup: Bentley gets a new CEO, Francisco acquires Jama, JDM buys Penta and STRUXI, Stratasys snaps up Arevo’s IP, Synopsys+Ansys still a go
Catchup: Bentley gets a new CEO, Francisco acquires Jama, JDM buys Penta and STRUXI, Stratasys snaps up Arevo’s IP, Synopsys+Ansys still a go Happy Spring! While you’ve been out gathering daffodils (not us – we had snow last weekend here in New...
Quickies: Mensch und Maschine on digital twins for machining — and have pie for Pi Day
Quickies: Mensch und Maschine on digital twins for machining — and have pie for Pi Day Last month, at the start of earnings season in our PLMish world, Germany’s Mensch und Maschine (MuM) released preliminary figures for 2023 that showed solid business...
Cadence to buy BETA CAE for $1.24 billion
Cadence to buy BETA CAE for $1.24 billion Wow. Cadence just announced that it is buying all of the shares of BETA CAE Systems for –hold on– $1.24 billion in a cash (60%) and Cadence common stock (40%) deal. That’s a lot of money (IMHO, even for a...
Sandvik to acquire Cimquest, the CAM & 3DP reseller
Sandvik to acquire Cimquest, the CAM & 3DP reseller We interrupt space and earnings news to tell you about another acquisition: Sandvik has announced that it will acquire Cimquest, the largest Mastercam reseller. (Remember that Sandvik acquired CNC Software, the...
