Apr 26, 2016 | Hot Topics
It’s tough to be PTC right now. Most indicators are going in the right direction: subscriptions are ahead of expectations (though that means perpetual license revenue is below plan), IoT-related sales are growing as PTC sells both standalone IoT solutions and...
Apr 25, 2016 | Hot Topics
Now, that’s a headline. We’re all worrying about how the switch to subscriptions across the software universe affects the software creators and their reseller partners, and how many will be unable to manage the cash flow implications of the change —...
Apr 21, 2016 | Hot Topics
It’s a big day in PLMish earnings, as PTC reported last night and Dassault Systèmes this morning. We’ll get to details in other posts but here are the highlights: PTC continues to struggle with the mix of traditional and subscription licensing, causing...
Apr 19, 2016 | Hot Topics
AVEVA today issued one of those uniquely British investor news releases that say little but try to reassure investors that the period ended March 31 was …. OK. AVEVA said fiscal 2016 results were in line with expectations, though adjusted profit before tax was...
Apr 18, 2016 | Hot Topics
Autodesk just announced that it has acquired Solid Angle, maker of Arnold, a ray-tracing image renderer for high-quality 3D animation and visual effects creation. Arnold was co-developed with Sony Pictures Imageworks and is now their main renderer. Autodesk says...
Apr 13, 2016 | Hot Topics
Back in February, Yokogawa outbid AspenTech for KBC, the UK software developer and consultancy focused on operational optimization for the oil and gas industry. The deal needed to be approved by UK regulators, which happened on April 5, and on April 7 both boards of...
Apr 12, 2016 | Hot Topics
Altair is one of my favorite companies — but I don’t get the chance to write about it as often as I’d like because it’s not publicly traded and so we miss those four chances per year to take a deeper dive. Why do I admire them? Because they...
Apr 10, 2016 | Hot Topics
No, not you personally but your IT? How many different backup types do you have, cluttering up your environment? Just from my desk, I can see audio and data cartridges, CDs, DVDs. and USB drives of all sorts. In my filing cabinets, I’m pretty sure I’ve got...
Mar 21, 2016 | Hot Topics
The world of engineering software had blistering pace of acquisitions at the start of the year, slowed a bit but seems to be picking up steam again. Two came across the wires in the last few days: First, Aconex announced that it is acquiring Conject for €65 million....