Quickie: ESI reports slump in H1, boosts R&D investment

Quickie: ESI reports slump in H1, boosts R&D investment

ESI Group today released results for the second quarter of fiscal 2018 (ending January 31, 2018, but which the company sometimes refers to as fiscal 2017). Overall, the results aren’t awful — the company suffered from both a touch comparable over a year...
Siemens all in on digitalization and the digital twin

Siemens all in on digitalization and the digital twin

I spent most of a week with Siemens –the PLM team plus an assortment of colleagues from across the AG and maybe 150 media and analysts– to learn more about the PLM business, the recent Mentor Graphics and TASS acquisitions, and to try to gauge how the AG...
Altair continues buildout, buys developer of ESAComp

Altair continues buildout, buys developer of ESAComp

Altair just announced that it has acquired Componeering, the Finnish developer of the ESAComp composites simulation software suite. I didn’t know this, but Altair’s announcement says that ESAComp came out of a project funded by the European Space Agency...
Quickie: ESI reports slump in H1, boosts R&D investment

Aras secures investment, poised for serious growth

Aras announced last week that is has secured $40 million in funding in exchange for a minority stake in the company and a board seat. Silver Lake Kraftwerk and GE Ventures partnered for the investment. Aras said it will use the funds to drive growth, expand operations...
Altair continues buildout, buys developer of ESAComp

Quick add to AVEVA + Schneider

A couple of people have gotten in touch about yesterday’s post, where I asked whether third time’s the charm for an AVEVA/Schneider Electric software deal. It’s important to note that: The only thing that could derail this combination now is if...
Quickie: ESI reports slump in H1, boosts R&D investment

Here we go again: AVEVA + Schneider

While many of us Yanks were off celebrating the unofficial end of summer, the British and French were apparently hard at work. The Financial Times and other media report that AVEVA and Schneider Electric are about to announce yet another attempt at a merger...
Quickie: ESI reports slump in H1, boosts R&D investment

Quickie: ANSYS continues to roll, Q2 revenue up 7%

ANSYS reported last night that Q2 revenue was up 7% as reported (up 8% in constant currencies) to $264 million. Software revenue was up 6% to of $150 million, while maintenance and services revenue was up 9% to $114.0 million. ANSYS continues to see significant demand...