“Welcome to the Moon”

“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

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...
Keysight+ESI = so far, so good

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...
Keysight+ESI = so far, so good

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...
Altium to be bought by Japanese chipmaker Renesas for nearly $US 6Billion

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...
Welcome to 2024! Deal fever continues …

Welcome to 2024! Deal fever continues …

Welcome to 2024! Deal fever continues … I hope you were able to catch a little downtime over the year-end and that your 2024 is off to a great start. We had three winter storms in a week, lost power, shoveled a lot of snow — and are looking at more of the same...