Might AEC lead the way for manufacturing in subs and cloud?
We’re deep into earnings season and, so far, results have been positive: buyers are wrapping their heads around subscriptions in our broader PLMish universe and markets, vertical and geographic and by channel, seem to be doing well. A couple of AEC earnings...
Bentley ups its game in geotechnics with Plaxis, SoilVision acqs
For much of the last 25 years, Boston was a construction site. The Big Dig project put an elevated highway under ground, to improve traffic flow and create green space where the roadway had once divided the city. What many people didn’t recognize was how much...
DS: Industrie 4.0 is old news; makers and innovators will rule tomorrow
Dassault Systèmes just announced Q1 results, and they are mostly positive. As with each release, there are various accounting treatments, as-reported and constant currency, grouped-together buckets of revenue … I suggest that you dig through the details here,...
Quickie: Trimble acquires Viewpoint for $1.2 billion
Just into my inbox: Trimble, makers of all sorts of software and hardware targeted at the broader AEC market is acquiring Viewpoint, which makes construction management software. More on this tomorrow, but Viewpoint fits perfectly (with some overlap) into...
Quickie: MuM announces most profitable quarter ever
What trough? As a reminder, we look at Mensch und Maschine to gauge how resellers are faring as Autodesk transitions to subscriptions — and MuM is on the upswing with its Q1 2018 report. Per its announcement, “While the [proprietary MuM] Software segment...
PTC’s FQ2 featured ‘strong’ CAD, PLM performance
PTC announced results on Wednesday that were, in a single word, impressive. Growth across most revenue categories, product lines, channels — and with positive outlook for the rest of 2018, too, which means no deals were pulled from the future into the fiscal second...
PLMish earnings kick off with solid reports from PTC and AVEVA
PTC started things off on Wednesday evening, with a report that exceeded expectations. Fiscal second quarter revenue was up nearly 10%, above the high end of the company’s guidance as well as Wall Street expectations. I’m working on a longer post for later...
Siemens shines at Chicago’s DMDII
Siemens held another one of its innovation days a few weeks ago, this time at the UI LABS DMDII facility in Chicago. I’ve attended several of these at Siemens HQ in Munich; this was the first I’ve been to at a neutral site and the focus was completely different. In...
