PTC’s Strategic Pivot: Back to the Future – and welcome, Velotic

SaaS isn’t going away—even in the age of AI

SaaS isn’t going away—even in the age of AI I get asked this a lot: “Is SaaS dead?” — and, given that all of the PLMish companies in our space sell their software that way, it’s a good question. The whole “SaaS is dead” thing apparently...
“Flow” wars: Autodesk sues Google over product name

“Flow” wars: Autodesk sues Google over product name

“Flow” wars: Autodesk sues Google over product name Reuters reported yesterday that Autodesk is suing Google for infringing on its “Flow” trademark and marketing competing AI-enabled tools that, like Autodesk’s Flow, are used to make movies, TV...
Hexagon and Cadence complete transfer of design & engineering business

Super quick: Siemens adds to EDA portfolio

Super quick: Siemens adds to EDA portfolio Siemens just announced that it has acquired Canopus AI, makers of a computational metrology platform for semiconductor manufacturers. [If you Google, note that there are two companies called Canopus AI; Siemens acquired this...
PLM earnings check: AI, tariffs, and longer sales cycles

PLM earnings check: AI, tariffs, and longer sales cycles

PLM earnings check: AI, tariffs, and longer sales cycles Earnings season kicked off last week. No true PLM heavyweights yet, but enough software and industrial results to start looking at sales and demand trends. And some interesting bits and pieces. Fasten your...
PLM earnings check: AI, tariffs, and longer sales cycles

Autodesk to RIF 7% of staff – most in sales/marketing

Autodesk to RIF 7% of staff – most in sales/marketing In a filing with the US Securities and Exchange Commission today, Autodesk announced that it was restructuring its sales and marketing organization (again, still), which the company expects will “result in...
PLM earnings check: AI, tariffs, and longer sales cycles

So much news: Synopsys, Bentley, Hexagon & more deals

So much news: Synopsys, Bentley, Hexagon & more deals Hello 2026! Is it too late to wish you a happy, productive new year? I hope not — because I do! Of course, the news continued to flow as December wore on and January began, so let’s do a quick catch-up....
Happy Holidays!

Happy Holidays!

What a year: we’ve had terrible news and remarkable breakthroughs, wonderful friendships, and new insights. I’m grateful to you for reading, commenting, chatting, and meeting up, but now it’s time to unplug, hope for just the right amount of snow,...