Autodesk’s FQ1 overshadowed by accounting – but it was actually really good
Autodesk’s FQ1 overshadowed by accounting – but it was actually really good Before we get into it: I titled my last blog about Autodesk’s earnings “Nothing to see here” — meaning, literally, nothing to see here, since Autodesk said its accounting review...
Nemetschek to acquire GoCanvas for over USD700 million
Nemetschek to acquire GoCanvas for over USD700 million Deal news is flowing fast right now … Today, the Nemetschek Group announced that it will acquire the shares of GoCanvas Holdings, a US-based company that makes field worker collaboration solutions — so, on a...
Tech Soft 3D adds Theorem to its portfolio
Tech Soft 3D adds Theorem to its portfolio Tech Soft 3D just announced that it’s buying Theorem Solutions, makers of advanced CAD data translators and publishing tools. I’m most recently aware of their Theorem XR, which builds on their 30 years of...
Autodesk: everything is fine; nothing to see here
Autodesk: everything is fine; nothing to see here A quick update since so many of you have asked: On Friday, Autodesk said it had concluded its investigation into free cash flow and operating margin calculations and that there would be no restatement or adjustment of...
So much news: acquisitions, divestitures, non-deals and an appreciation
So much news: acquisitions, divestitures, non-deals and an appreciation Last week, I was in the Cotswolds in England. It was gorgeous; I’ll tell you more about it some other time — but, oh my goodness, the PLMish world kept going! Yes, there’s lots of earnings news,...
Even Siemens’ hardware is going software
Even Siemens’ hardware is going software Last month, I spent a few days with Siemens at its Karlsruhe facility, home to the Process Automation division (as well as a canteen, manufacturing plant, and I don’t know what else—it’s a massive complex where thousands of...
Bentley goes Blyncsy for AI
Bentley goes Blyncsy for AI (Sorry – I’m truly terrible at headlines.) Do you remember // did you listen to Bentley’s Q4 earnings call? CEO Greg Bentley was very excited about the potential of the company’s asset analytics offerings, specifically its 2023...
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI Software — and what I want to know about Q1
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI Software — and what I want to know about Q1 The earnings news cycle is about to kick off again, and I owe you a recap of what we learned about the December quarter. I always start these...
