May 20, 2017 | Hot Topics
PLM Connection, a Siemens-associated but user group-driven event, tried something new this year: day long sessions devoted to a single topic. I was fortunate enough to be asked to moderate panels during a day focused on “Realizing the Digital Enterprise –...
May 19, 2017 | Hot Topics
Autodesk last night reported results that surprised on many levels, almost all good. Revenue declined 5% year/year as the transition from perpetuals to subs continues, and deferred revenue (the part of the sub payment that will be recognized in the future) was up 18%,...
May 15, 2017 | Hot Topics
I’m about to board a flight, so this has to be quick: Hexagon just announced that it is acquiring VIRES, a company I’ve never heard of that makes softwate to simulate development, testing and validation of driver-assisted and fully autonomous driving...
Apr 26, 2017 | Hot Topics
As always, there’s a lot to unpack in a Dassault Systèmes earnings release, so here are the bare facts while I catch up on the earnings calls, presentations and press releases: Total revenue in Q1 was €760 million, up 10% as reported and up 7% in constant...
Apr 26, 2017 | Hot Topics
A quick update: Hexagon just announced that its acquisition of MSC Software is complete, since it has obtained all of the regulatory approvals it needed for the deal. Hexagon sees this as very strategic, enabling it to “connect the traditionally separate stages...
Apr 25, 2017 | Hot Topics
PTC announced its fiscal Q2 financials a couple of days ago, and I’ve been trying to figure out what to write about ever since. There was good news, in that revenue was up year/year for the first time in nine quarters. And the net loss narrowed. But I worry...
Apr 24, 2017 | Hot Topics
What a nice way to start a week: an earnings report that includes the word “pleasant”. Too often, it’s all business gobbledy-gook; we all know what “pleasant” means. Not stressful, satisfactory, generally positive, moving in the right...
