Realize LIVE 2023: Siemens says it’s shifting the conversation
There’s something special about being at a user conference in person. The random encounters. A roomful of people nodding when they agree with a speaker — or the look of confusion when the room’s experience doesn’t match. The band that plays the audience into the hall...
Dassault Systèmes in 2023: nothing but potential
I recently spent a few days with the Dassault Systèmes team in Paris. I’m still digesting it all — there was a LOT, and since my job is to find patterns, make comparisons, and note contrasts, I still much to ponder— so this post will cover some general thoughts about...
It’s a wrap: A recap of PTC Liveworx 2023
Big user events are back! PTC’s Liveworx filled the Boston Convention Center, a full 12-minute walk from end to end. We had Creo users, Windchill admins, Codebeamer coders, Vuforia wizards, Servigitics partners, Thingworx implementers, ServiceMax users — and even some...
Ansys acquires Diakopto, adding to its IC simulation arsenal
I'm missing a Vuforia party, so this will be brief: Ansys just announced that it will acquire Diakopto, maker of integrated circuit (IC) simulation solutions -- specifically, to find problems "caused by layout parasitics." I need to find out what that is, but I...
LiveWorx, the preview (notes from day 0)
I loved set-up time at Daratech conferences. I would stand on a balcony or walkway and watch it all come together on the exhibit floor below me. Vendors building their booths, the service people laying down cables and bringing in counters, plants, and lighting, and...
Digital Twins, Threads, and Tapestries – oh my
A couple of weeks ago, I attended the CIMdata PLM Road Map & Eurostep PDT North America 2023 event in Washington DC and, I’ve got to say, it was terrific. A great speaker lineup, high-level content, vendor neutrality, and no sales pitches — a refreshing event in a...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts
Hexagon reported results this morning — and they tell a different story of the environment in China. Read on. Total revenue in Q1 was €1287 million, up 11% as reported and up 8% on an organic constant currency basis (occ) By geo, CEO Paolo Guglielmini said revenue was...
PTC’s ramp deals: “nothing but goodness” in a solid FQ2
PTC reported results last night that were quite good, though a lot of what interests me (at any rate) is buried inside unhelpful product buckets. When PTC says “CAD” in these earnings announcements, they mean any authoring tool, whether it’s Creo, Onshape, or...
Dassault Systèmes wobbles on license, otherwise good Q1
Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased 8% as reported (7% in constant currencies, cc) to €1,434...
PLMish earnings start strong, with good news from MuM and Sandvik
Two reports start us off this earnings season: Mensch und Maschine, the Autodesk reseller, and Sandvik, the Swedish company buying its way into CAM. First, MuM. Mensch und Maschine Software reported "another best quarter ever in M+M's history" yesterday, with revenue...
From poet Kate Baer: What to Write After Yet Another School Shooting
It's been a ridiculously busy week, but I can’t get the Nashville school shooting off my mind. This, from poet Kate J Baer via https://www.instagram.com/p/CeOfd76uKep/, says what I can't. We'll be back to PLMish news next week, I hope. If you happen to know which of...
Happy Pi Day!
Have I ever told you my butter ruler story? No? Well … In the US, butter typically comes in sticks wrapped in wax paper. The paper usually has the maker's logo, the stick's weight and a magical butter ruler. We (in the US) do things volumetrically, so recipes...
Nano Dimension offers to buy rest of Stratasys
Nano Dimension just announced that it wants to buy the 85% or so of Stratasys shares it doesn't already own for about $1.1 billion. You might remember that Nano Dimension disclosed a 12% stake in Stratasys last July, after which Stratasys' board adopted what some call...
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble
There has been so much earnings news --generally good retrospectively with varying degrees of caution looking ahead-- that I've lost sight of one of the significant growth drivers in this PLMish world of ours: acquisitions. So here's a quick recap of recent news, in...
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023
Dassault Systèmes recently reported Q4 2022 revenue of €1,584 million, up 16% as reported and up 10% in constant currencies (cc). Software revenue was €1,429 million, up 15% (up 9% cc). For the year, total revenue was €5,665 million, up 17% (up 9% cc), while software...
Earnings catch up: Siemens reports FQ1, ups DI growth targets
Siemens recently announced upbeat results for its fiscal first quarter — so good, in fact, that the company raised guidance for Digital Industries (DI) and Smart Infrastructure and, as a result, for the group as a whole. Since the PLMish bits are primarily within DI,...
Nemetschek hits 2022 revenue target — just
Nemetschek announced preliminary results for fiscal 2022 earlier today, indicating that business slowed slightly in Q4. For 2022, the company reported revenue of €802 million, which means Q4 revenue of €203 million was about 2% below expectations. We'll know more...
PTC’s FQ1 was good, but macroeconomic worries loom
PTC announced fiscal Q1 2023 results last night that were better than expected in some areas. Profit was up but not as much as expected, and ARR was bigger than expected even though growth slowed a bit ... it was the mixed bag we're becoming used to. The details:...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news
Tech earnings start piling up this week, so before we drown under news from Meta, Apple, Amazon, and others — and PTC and Dassault Systemes in our little part of that universe — let’s recap what we’ve heard so far. While not a PLMish company, what Microsoft says has a...
Super quick: Hexagon preannounces because of data breach
Almost every earnings season, someone asks why companies preannounce, and I reply that it's usually to make sure no ethics violations can occur. Earnings info is usually considered market-moving so if a hint escapes and someone buys or sells shares based on that...
