Schnitger Corporation

Strategic Discovery — Market Research & Insight

Quickie: DS invests in BioSerenity telehealth startup

Hot on the heels of its planned acquisition of Medidata, Dassault Systèmes announced that it is the lead investor in a €65 million Series B financing round for BioSerenity, a startup developing telehealth solutions. BioSerenity combines textiles, wearable sensors and...

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DS + Medidata = PLMish for Life Science

Last week, Dassault Systèmes (DS) announced that it was buying the US firm Medidata for $5.7 billion. It's a deal that has a lot of people in the automotive and aerospace industries, long DS' sweet spot, wondering, why? First, though, DS' why. DS says Medidata will...

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One more: PTC acquires AR agency TWNKLS

When so many conferences happen at the same time, news blizzards also happen. PTC announced today that it has acquired PTC TWNKLS, a European company that creates tailor-made augmented reality (AR) applications and offers related services. PTC says the acquisition...

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Siemens acquires South African distributor ESTEQ

And the news keeps rolling: Siemens Digital Industries Software (fka Siemens PLM Software) just announced that it will acquire select assets of ESTEQ, a PLMish distributor in South Africa. [Not in the deal is ESTEQ's Test and Measurement business; it remains...

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HxGN aims to help us save ourselves

Back in Vegas! I'm at Hexagon's user conference, HxGN LIVE, most of this week--so yes, not at PTC LiveWorx or Siemens Realize LIVE (so much LIVE, no?)-- with a daunting schedule of meetings and sessions. I hope to learn what makes this agglomeration of software,...

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DS buys Medidata clinical trial software

Super quick: Dassault Systèmes announced that it is buying Medidata Solutions for $5.8 billion in cash. Medidata is publicly traded in the US and makes software used in clinical drug trials. This had been rumored for a while, with DS CEO Bernard Charlès telling...

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Missler becomes TOPSOLID, with new owners

Missler Software announced in April (yes, I know it's old news, but it is important news, nonetheless) that it will now be known as TOPSOLID. It's not as random as it sounds: the Topsolid CAM product has a great (if expensive) reputation and few knew that it was made...

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Wipro snaps up ITI

This is a really big deal: Wipro has signed a definitive agreement to acquire International TechneGroup Incorporated (probably better known as ITI), maker of the interoperability solutions that make the PLMish world possible. I saw the news from the Economic Times of...

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Autodesk’s FQ1 was led by AEC, up 37%

Autodesk last Thursday announced results for its fiscal first quarter. Were they trying to go under the news radar just before the Memorial Day holiday? (Am I really that cynical?) I dunno but the share price fell 9% at one point, and was down 5% before the stock...

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ESI: SaaS before that was even a thing

ESI just announced results for the first three months of its 2019 financial year and they were, aside from Services, pretty good. Remember that Q1 is usually ESI's weakest quarter, it's hard to grow a subscription business, and that the company is transforming itself...

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Totally OT: Walking and the week ahead

Welcome back -- to me, at least, if you've been hard at work the last couple of weeks. I've been wandering in England, through old villages, new towns, Garden Cities, woods and fields. I've talked to lots of people about all sorts of things, none of it deep or...

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ESI’s 2019 is focused on amplifying what works

You might remember that ESI has a new CEO, Cristel de Rouvray. Since February, Ms. de Rouvray and CFO Olfa Zorgati have been on a listening tour, talking to investors, customers and employees to learn what they think will help drive ESI to new levels of revenue,...

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Bentley surpasses $700 million

[Note: I'm traveling and so wrote this based on advance materials provided by Bentley. They are hosting a conference call today and I'll update, if warranted, when I can listen to the replay. The report I reference is now available for you to download. Go to Bentley's...

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Altair’s Q1 revenue up 13% on software strength

The good news keeps rolling, as Altair reported Q1 revenue of $128 million, up 13% and around $2 million ahead of expectations. CEO Jim Scapa said that the guidance beat was powered by software product sales -- not surprising, given the portfolio buildout and recent...

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ANSYS’ Q1 again tops forecasts. A lot.

I posted a quick update about ANSYS's Q1 results right after they were announced yesterday and managed to leave out one important item: an acquisition. So let's start there and then dive into more earnings detail. ANSYS continues to built out its offering for the...

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More earnings-apalooza: ANSYS, Trimble and FARO

Sorry - no unifying theme for this afternoon's earnings announcements from ANSYS, Trimble and FARO. ANSYS is the CAE powerhouse; Trimble makes design, measurement and other software used in the construction, mining, trucking and similar industries. Both provide...

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