Nov 10, 2015 | Hot Topics
AVEVA announced results for the first half of its fiscal 2015/2016 fiscal year that aren’t nearly as bad as some had suggested, given the company’s weighting towards upstream oil and gas. Lots more after I have a chance to listen to the earnings call...
Oct 30, 2015 | Hot Topics
Nemetschek continues to rack up impressive growth, reporting that revenue was up 38% in Q3 to €71 million (33% in constant currencies), with the Bluebeam acquisition contributing €11 million. Organic growth, therefore, was 17% (12% to 13% in constant...
Oct 29, 2015 | Hot Topics
Autodesk just announced that it has acquired Configure One for its Configure, Price, and Quote (CPQ) offering, eponymously named Configure One. [Sorry to use configure 3 times in 1 sentence.] This is a big deal, as configure-to-order becomes more important in...
Oct 28, 2015 | Hot Topics
Earnings come, whether I’m there to listen or not. PTC just reported fiscal Q4 and 2015 results — and, at first glance, they’re decent given the change to a subscription model. About to hop on a plane but here are the bare facts: Total revenue in Q4...
Oct 28, 2015 | Hot Topics
Dubai is hot, both in temperature and in infrastructure buildup. If you followed along last week you saw the view from my hotel window: construction everywhere, towers rising in a no-mans land of scrubby desert. Where the buildings are finished, they’re surrounded by...