ANSYS’ strong Q2 highlights portfolio effect
Note: This blog was written before ANSYS updated its prepared remarks, which lowered the number of big deals from 35 to 27 and the size of the largest from $30 million to $16 million. You can read about that here — but none of the company’s revenue,...
In DS’ Q2, SOLIDWORKS was again the standout
I have been trying to get time to expand on this brief note, but the news is just coming too fast right now. Here is a summary of Dassault Systèmes’ (DS) fiscal second quarter results, reported last week. Total revenue of €840 million was up 4% as reported and...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms
Yesterday Siemens announced the acquisition of Mendix; today’s news was fiscal third quarter earnings and a reorg. Tariffs came up early and often, as the uncertainty surrounding global trading frameworks affect many parts of Siemens’ business. Lack of...
Quickie: Hexagon acquires Guardvent for driver fatigue/distraction detection
Now this is interesting: Hexagon just announced that it has acquired Guardvant, maker of OpGuard, which is used to detect and respond to driver fatigue and distraction. OpGuard is currently used in the mining world, but I can imagine that it has broad applicability in...
Siemens acquires Mendix to accelerate MindSphere rollout
Siemens announced earlier today that it plans to acquire Mendix, a company that makes what is called a “low code” application development platform. If you program from scratch in Fortran (horrors), C, C++, C#, that’s not low-code. Low-code is a...
Hexagon’s Q2 revenue up 9%, with PPM up 14%, MSC up 8% cc
Hexagon is another serial acquirer, constantly adding companies into its roster –and that’s an important part of its strategy– so today’s news that Q2 revenue was up 9% cc on an organic basis is truly good news. Hexagon doesn’t give...
Quickie: GE considers sale of digital assets, maybe including Predix
Several news outlets this morning say that GE is exploring the sale of some or all of its digital assets — which could include the Predix IoT platform. You might remember that Predix was a big deal at GE under former CEO Jeffrey Immelt but has been...
SAP, ANSYS and digital twins (oh my)
I find it fascinating that SAP is pushing so hard on physics-based IoT capabilities, when it could more naturally come at IoT from the perspective of business analytics. Its partnership with ANSYS is another big step in that direction, adding more solvers and a...
