Hot Topics | Schnitger Corporation

Autodesk: everything is fine; nothing to see here

Jun 3, 2024 | Hot Topics

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

May 9, 2024 | Hot Topics

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

Apr 23, 2024 | Hot Topics

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

Apr 16, 2024 | Hot Topics

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

Apr 10, 2024 | Hot Topics

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...

Catchup: Bentley gets a new CEO, Francisco acquires Jama, JDM buys Penta and STRUXI, Stratasys snaps up Arevo’s IP, Synopsys+Ansys still a go

Mar 27, 2024 | Hot Topics

Catchup: Bentley gets a new CEO, Francisco acquires Jama, JDM buys Penta and STRUXI, Stratasys snaps up Arevo’s IP, Synopsys+Ansys still a go Happy Spring! While you’ve been out gathering daffodils (not us – we had snow last weekend here in New...

Quickies: Mensch und Maschine on digital twins for machining — and have pie for Pi Day

Mar 14, 2024 | Hot Topics

Quickies: Mensch und Maschine on digital twins for machining — and have pie for Pi Day Last month, at the start of earnings season in our PLMish world, Germany’s Mensch und Maschine (MuM) released preliminary figures for 2023 that showed solid business...

Cadence to buy BETA CAE for $1.24 billion

Mar 5, 2024 | Hot Topics

Cadence to buy BETA CAE for $1.24 billion Wow. Cadence just announced that it is buying all of the shares of BETA CAE Systems for –hold on– $1.24 billion in a cash (60%) and Cadence common stock (40%) deal. That’s a lot of money (IMHO, even for a...

Sandvik to acquire Cimquest, the CAM & 3DP reseller

Feb 26, 2024 | Hot Topics

Sandvik to acquire Cimquest, the CAM & 3DP reseller We interrupt space and earnings news to tell you about another acquisition: Sandvik has announced that it will acquire Cimquest, the largest Mastercam reseller. (Remember that Sandvik acquired CNC Software, the...

“Welcome to the Moon”

Feb 23, 2024 | Hot Topics

“Welcome to the Moon” Yesterday was SUCH a strange day. It started normally enough for a Thursday during earnings season: try to catch up on the earnings released the evening before — while answering emails about them and other recent doings. Oh, and all of the...

(For the RSS feed, click on the RSS icon then cut/paste the page url into your favorite feed reader. Or get posts by email at the bottom of the page.)