Earnings-apalooza, part 2: PTC and AspenTech
This morning started strong, with news from SAP and Dassault Systèmes announcing nice revenue growth, highlighting customer adoption of their newer offerings. I'll have more on those later, but here's a quick snapshot fo the highlights. Now we're hearing from PTC and...
Earnings-apalooza! SAP, DS, PTC, AspenTech today
SAP and DS have already reported, PTC and AspenTech report later this afternoon. More on each when time allows, but so far (at 8:45AM ET), we've learned: Dassault Systèmes' Q1 2019 non-IFRS revenue was up 13% in constant currencies (cc) and up 8% on a cc organic basis...
AVEVA says full steam ahead
AVEVA issued one of its periodic trading updates -- they don't really say much but seem to be required to coincide with parent company Schneider Electric's earnings releases. Schneider Electric is on a December year-end, quarterly pattern while AVEVA reports...
Helping to rebuild Notre Dame
If you're like me, you wanted to tune out the destruction of Paris' Cathedral of Notre Dame yesterday, but just couldn't. It's a place of spiritual significance to many, an iconic Paris tourist destination to others. To me, it's also a marvel of engineering and...
First steps to AI: data, man
I was speaking to a group of AEC professionals a while back about the technologies they should be investigating. I covered everything from 0D to 6D, from conceptual sketches to advanced BIM, conceptual design to operations -- but, as is often the case today, we got...
Nemetschek ups rendering with Redshift
The Nemetschek Group just announced that its Maxon subsidiary has acquired Redshift Rendering Technologies, maker of the Redshift rendering engine. Redshift (the tech) is a GPU-accelerated renderer that's available as a plugin to Maxon's own Cinema 4D as well Autodesk...
Quickie: AVEVA adds asset performance assets
Super-quick, as I'm about to board a flight: AVEVA has apparently decided its offering (the combined Schneider Electric Software and legacy AVEVA products) had a gap in asset performance management that could only be filled by acquisition. To that end, the company...
OnScale secures $10 million investment
Yesterday, I wrote about the continuing buying spree in CAE. Then came the news that OnScale has secured $10 million in Series A funding led by Intel Capital and Gradient Ventures, Google’s investment fund, along with Thornton Tomasetti, Stage 2 Capital, Cultivation...
CAE roll-ups continue, with Siemens and Altair active
I work with a lot of investors and software companies, and perhaps the most common question I am asked is, what's left to acquire? It's rare that an industrial company acquires a simulation provider (as Juul did when it snapped up Envenio); this is usually more about...
When control systems fail …
We were driving along, quite safely or so I thought. Nothing to see here, just piloting down the middle of our lane, about to merge onto the highway. There were a few cars in the road, but none close when the car started going nuts. Beeping inside the cabin, flashing...
Free SolidWorks for displaced auto workers
Just came across this blog post and thought it deserves wider visibility: "Workers displaced by plant closure can leverage their industry knowledge and secure a brighter future by gaining SOLIDWORKS CAD skills. DASI is proud to offer a program at NO COST for these men...
It’s Pi Day – do some math!
Today is 3.14 -- shorthand for the mathematical constant π (aka pi), which you may remember as the ratio of a circle's circumference to its diameter. In college, friends could recite pi out to umpteen decimal places; I'm happy with 2. I didn't realize until last year...
Quickie: ESI’s revenue up 3% in fiscal 2019
ESI just reported revenue for the quarter and year ended 31 January -- and the news is good: Total revenue for the year was €139 million, up 3% as reported (up 4% in constant currencies, cc) For the year, license revenue was €110 million, up 4% as reported and...
Maritime slowwlllyyyy enters the 21st century
Many of you may know that I'm a naval architect by training and, despite a career more related to software than ships, I'm still part of a proud seafaring tradition. Building and operating ships is fascinating! And, lately, it's coming up more and more often in my...
Bentley invests in digital twins for water infrastructure
So much news .... Amidst a lot of earnings comes this, from Bentley Systems: Bentley today said that it has invested an undisclosed amount in Digital Water Works, a company that makes digital twin solutions for "smart wet infrastructure" (my quotes), to enable Bentley...
DS’ 2018 sets the stage for expansion in 2019
Dassault Systèmes announced results for Q4 and fiscal 2018 just as I was boarding a plane earlier this month, and I only had time to post a very quick recap of the highlights as I saw them then. This week brings us earnings from ANSYS (tonight/tomorrow morning), as...
Career management for CAD types
I absolutely love what Matt Lombard just wrote in his latest blog, https://dezignstuff.com/its-better-to-have-multiple-tools-available/. His main thesis is this: ... [T]here also comes a point where you need to diversify a little. That point has to come before you...
Hexagon adds Thermopylae to its geospatial biz
Another week, another acquisition: Hexagon says it will buy Thermopylae Sciences and Technology, a software provider of geospatial applications, mobile frameworks and cloud computing for enhanced location intelligence, primarily to the US government and other defense...
Webinars 2.0 – we’re not there yet
I tune into a lot of webinars, whether product announcements, investor updates or the occasional training session and, while things are much better since I first mused on the state of the art in 2008 and 2010 (here and here), it's time for a refresher on how to get...
Quickie: Schnitger Corp website changes
Always trying to make things better ... A while ago, web browsers started identifying unsafe websites, and put www.schnitgercorp.com in that category because we didn't have a valid SSL certificate. We got that sorted but the site was still deemed unsafe. Turns out the...
