Update on IBM/Siemens PLM: it’s going well

My recent conversations with IBM about the change in its relationship with Dassault Systèmes naturally led to questions about how the closer integration with IBM and Siemens PLM is going. No details were provided but it does sound as though the partnership is at least...

IBM speaks: The DS/IBM PLM deal from another perspective

IBM still believes in PLM — but now sees a different way to interact with what it sees as a large, lucrative and diverse market. Its partnership with Dassault Systèmes is still strong, but the change in their business relationship allows IBM to enter a customer...

Q3: So, how did we do?

It’s always hard to create context around companies whose businesses, and business models, are so different but we can draw a couple of conclusions now that Autodesk, Dassault Systèmes and PTC have reported for the summer quarter: • Starting at the top: all three...

Autodesk rev flattening out, license up seq

Autodesk reported surprisingly solid results today, as FQ3 was the first quarter in 5 that showed sequential stabilizing in almost all categories of business, the exceptions being Asia Pac and Manufacturing. The outlook is improving too, as the company gave a modest...

Avatech sees sequential growth and returns to profit

Avatech reported today that there are signs that the US is in the early stages of a recovery that “could take some time,” according to President and CFO Lawrence Rychlak. The company still sees a tough sales environment in many areas, especially in Florida and...

AVEVA: Lower costs, resilience in oil & gas, cautious 2010

AVEVA Group gave further insight into its business performance in the last six months, reporting that revenue had declined 6.5% to £69.9 million as “challenging” market conditions affected its end-user markets. Though decline is markedly lower than that seen by other...

New alliance shakes up plant design CAD world

Intergraph and Autodesk announced today that they have reached an agreement that allows Autodesk to embed Intergraph ISOGEN into AutoCAD Plant 3D. ISOGEN, with about 50,000 users worldwide, is often considered the industry standard for the automatic production of...

Autodesk SketchBook Mobile nearing 1 millionth download

Autodesk’s Manufacturing business unit held an analyst event last week in Portland, OR. Lots of interesting stuff under non-disclosure that I can’t write about until we get the all-clear. Not under NDA is the fact that right about now the 1 millionth buyer will...

Is SAP debuting new licensing schemes?

Sort of. Over the last few months, SAP and its customers have made the news by signaling changes in the way the software giant licenses its product and prices maintenance. The most recent news has SAP experimenting with flat-rate pricing and extended payment plans for...

ANSYS Q3: Short-term caution, long-term optimism?

By now, you’ve undoubtedly seen ANSYS’ Q3 results. To quickly recap, revenue was $128.2 million, up 5% from a year ago and at the high end of guidance — but disappointing nonetheless as organic revenue (without Ansoft) fell 5.5% and total software license...