Schnitger Corporation

Strategic Discovery — Market Research & Insight

6 on a Wednesday: Bentley buys more rail asset management, Hexagon completes Infor EAM deal, Velo3D trading as VLD, Dassault Systèmes partners with Synopsys, more on Emerson+AspenTech and SAP pre-announces

A quick roundup of just a bit of the recent PLMish news: Bentley continues to acquire, this time for rail asset management. A long time ago, I spent a few hours with a software developer that specialized in linear asset management, keeping track of the state of...

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Quickie: Emerson buying AspenTech? Not so fast!

Bloomberg last night published a note that said that Emerson Electric Co. is in talks over a combination with Aspen Technology Inc. to create an industrial software giant, according to people with knowledge of the matter. Emerson is discussing a deal to merge its...

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ESI sets the stage with a decent Q2

ESI reported results today for the quarter ended 30 June that were ... decent. As you may know, ESI is in the middle of a transformation from a company that was somewhat random in its execution and communication with customers and investors, to one that aims to be...

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Sandvik building CAM powerhouse by acquisition

Last year Sandvik acquired CGTech, makers of Vericut. I, like many people, thought “well, that’s interesting” and moved on. Then in July, Sandvik announced it was snapping up the holding company for Cimatron, GibbsCAM (both acquired by Battery Ventures from 3D...

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Mastercam will be independent no more

CNC Software and its Mastercam have been a mainstay among CAM providers for decades, marketing its solutions as independent, focused on the workgroup and individual. That is about to change: Sandvik, which bought CGTech late last year, has announced that it will...

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More consolidation: Desktop Metal to acquire ExOne

Just off the newswire: Desktop Metal, a publicly-traded company, will acquire ExOne, also public, in a deal valued at $575 million. Each ExOne shareholder will get $8.50 in cash and $17 in Desktop Metal stock for each ExOne share, which implies a 48% premium to the...

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Altair adds S-FRAME for AEC structural designers

Super-quick, because it's that kind of day: Altair just announced that it has acquired S-FRAME Software, a structural analysis tool used by architects, engineers, and designers to evaluate a structure's ability to withstand loads like wind, water, and snow, and meet...

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Altair beats Q2 forecasts and raises 2021 guidance

Altair reported results last week -- and like others in our PLMish universe, they were better than expected. The details: Total revenue in Q2 was $120 million, up 22% and $8 million ahead of expectations. Altair doesn't do the constant currency thing for all of its...

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Quickie: Bentley acquires Imago for image management

That's a simplified headline -- what Imago really does is enable users to catalog and review drilling core and chip (in other words, rock sample) images. A key point in the acquisition: Imago’s machine learning technology that "will lead to a step function in the...

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AVEVA says revenue up 11% in CQ2, excluding OSI

AVEVA gave one of its minimalist earnings updates today, likely because its largest shareholder, Schneider Electric, announced its Q2 results this morning. (Schneider Electric is on a quarterly calendar, with the year ending in December; AVEVA's fiscal year ends in...

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