Quickie: Nemetschek’s cautious optimism, RIB roars ahead
Quickie: Nemetschek’s cautious optimism, RIB roars ahead A quick update on Nemetschek and RIB’s AEC-ish earnings — and on the progress of Schneider Electric’s acquisition of a majority of RIB’s shares, since you’ve been asking....
PTC’s FQ3 was better than feared, leads to slightly raised expectations for FY20
PTC’s FQ3 was better than feared, leads to slightly raised expectations for FY20 PTC announced what it would announce on July 8, so last week’s earnings release wasn’t in any way a surprise — but the color and context around the news is what...
Hexagon’s Q2 was better than expected — and it adds TACTICAWARE 3D LIDAR to its portfolio
Hexagon’s Q2 was better than expected — and it adds TACTICAWARE 3D LIDAR to its portfolio Hexagon reported results a few weeks ago and I am just now getting to a quick blog about it — will work this week to catch up on ALL the earnings – yikes...
Autodesk responds to Revit users; I give it a C+
Autodesk responds to Revit users; I give it a C+ You may recall that last week a group of Revit users issued a public letter to Autodesk, in which they laid out their frustrations regarding a perceived lack of investment in Revit — all while prices rose. It was...
Quickie: AVEVA updates on June quarter & seems optimistic about the future
Quickie: AVEVA updates on June quarter & seems optimistic about the future As we’re starting to see across our PLMish landscape, the June quarter wasn’t horrible — it wasn’t great, and companies that rely on hardware or perpetual license...
Super-Quick: Update on Siemens + SAP Teamcenter
Super-Quick: Update on Siemens + SAP Teamcenter We’re starting to get answers to some of the open questions about the partnership SAP and Siemens announced earlier this month, regarding the integration of Siemens’ Teamcenter and SAP’s S4/Hana. Many...
What do you do when your customers revolt, publicly?
What do you do when your customers revolt, publicly? If you’re outside the world of AEC (or lucky enough to be on vacation) you might have missed it: Seventeen of Autodesk’s most influential AEC customers wrote an open letter to CEO Andrew Anagnost,...
Super-quick: Altair snaps up polyurethane foaming simulation solution
Super-quick: Altair snaps up polyurethane foaming simulation solution A busy day ahead so this has to be quick: Altair just announced that it has acquired S&WISE, a Korea-based provider of polyurethane foaming simulation. I am not familiar with S&WISE, so have...
