Jul 26, 2019 | Hot Topics
Nemetschek announced today that Q2 revenue was up 15% on an organic basis and 21% overall to €138 million. That’s very, very good but investors will likely focus on the fact that Q1 growth was 27% as reported (23% cc) and 21% on an organic basis. The details:...
Jul 25, 2019 | Hot Topics
After what looked like a blockbuster LiveWorx last month, with buoyant customer use cases and technology roadmaps galore, PTC yesterday announced results that felt … flat. Some of the details (see them all here), using ASC 605 accounting because that enables us...
Jul 25, 2019 | Hot Topics
AVEVA today issued a trading update, to keep pace with parent company Schneider Electric’s fiscal second quarter results announcement. AVEVA said that it had a “good start to the financial year”, with”high single digit revenue growth on a...
Jul 24, 2019 | Hot Topics
I am still plowing through Dassault Systèmes’ materials about its second quarter, so may write an update later but here are first impressions: Q2 was good, really good, with non-IFRS revenue of €965 million, up 16% as reported, up 13% in constant currencies (cc)...
Jul 22, 2019 | Hot Topics
PLMish earnings season starts today, as Germany’s Mensch und Maschine (MuM) reports how its own software and the Autodesk VAR businesses performed in the second quarter. We’ve already heard from Hexagon and SAP that China and greater Asia, respectively,...
Jul 18, 2019 | Hot Topics
I wrote earlier this week about the Apollo 11 anniversary and mentioned that the space program had given the world Tang. Turns out that wasn’t true. The space program made my family aware of Tang –go advertisers!– but Tang actually pre-dates the moon...
Jul 17, 2019 | Hot Topics
What if you could reimagine your product design and manufacturing processes? Start from scratch, rather than have to deal with legacy thinking, work processes and tools? Come up with new ways of working in all areas of your business? That’s what Hexagon wants us all...
Jul 15, 2019 | Hot Topics
This week marks the 50th anniversary of the Apollo 11 landing on the moon. We all know about the incredible bravery of the astronauts to risk everything to go there and (perhaps not) come home–but amidst all the hoopla, spare a thought for the engineers who made...
Jul 12, 2019 | Hot Topics
Artificial intelligence, AI, means many different things, depending on the industry, use case and technological sophistication of the user. AspenTech, which makes chemical process design software as well as solutions that help process plants manage their assets more...
