Jul 31, 2018 | Hot Topics
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...
Jul 31, 2018 | Hot Topics
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...
Jul 30, 2018 | Hot Topics
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...
Jul 27, 2018 | Hot Topics
So far we’ve had PLMish earnings; today, Nemetschek chimed in with a report that shows how well AECish companies are doing, too. Total revenue was €114 million, up 17% as reported and up 21% in constant currencies (cc). Since Nemetschek is a serial acquirer,...
Jul 26, 2018 | Hot Topics
Schneider Electric released earnings this morning which now means that AVEVA also does, sort of. AVEVA says that it “made a solid start to the financial year” and that it “maintains a strong balance sheet and saw good cash generation in the [fiscal]...
Jul 24, 2018 | Hot Topics
The news came into my inbox this morning: Spectris has acquired VI-grade. Who? I know, me too. Background: Spectris is a big UK company, listed with over $2 billion in revenue in 2017. It currently does a lot of the physical parts of a test-and-simulate program:...
Jul 23, 2018 | Hot Topics
We’ve seen all sorts of analogies for what happens with top line revenue during the transition from perpetual to subscriptions–bottoming out and climbing back up the other side, a hockey stick with a curved decline then a sharp upwards trend, and so...
Jul 19, 2018 | Hot Topics
Bucking the trend, PTC announced fiscal third quarter results yesterday that showcased a product mix shifting the other way, as more customers opted for perpetual licenses, with the higher up-front revenue lifting PTC above its revenue guidance for the quarter. More...
Jul 17, 2018 | Hot Topics
In all of the noise a few weeks ago about PTC’s partnership with ANSYS to embed ANSYS Discovery Live into Creo, you might have missed the news that ANSYS has also partnered with SAP to bring physics-based analytics to the foreground in manufacturing operations. ANSYS...
