Schnitger Corporation

Strategic Discovery — Market Research & Insight

Quickie: Autodesk completes Upchain acquisition

Autodesk just announced that its acquisition of Upchain is a done deal. Many of you have asked about Autodesk's plans for integration of Upchain and Fusion 360 / Vault / Forge -- and we should start seeing more information, now that the teams can actually start work....

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Nemetschek starts strong, Q1 revenue up 12%cc

The Nemetschek Group recently reported Q1 results that point to a recovery in AEC -- and bodes well for Bentley tomorrow and Autodesk later in the month. The details: Total Q1 revenue was up 8% (up 12% in constant currencies, cc) to €158 millionSoftware revenue €55...

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ESI turns the corner, back to growth in Q1

Catching up on more earnings announcements. Last week, ESI Group reported Q1 revenue of €55.5 million, up 1% as reported and up 4% in constant currencies. ESI has been reinventing itself and first issued guidance to investors during the last earnings call. Q1 2021...

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Hexagon continues to improve; Q1 revenue up 10%

Hexagon reported results last week that were surprisingly good and that --remember that Hexagon doesn't itself issue guidance-- beat analyst consensus. The details: Total revenue in Q1 was €978 million, up 10% as reported and up 11% on an organic, constant currency...

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Quickie: Bentley acquires for iTwin offering

Bentley just announced that it is acquiring sensemetrics and Vista Data Vision, both of which make software for Internet of Things (IoT) applications targeted at infrastructure use cases. Bentley says the companies will "expand the scope of the Bentley iTwin platform...

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DS’s Q1 beat expectations on mainstream strength

Dassault Systèmes reported results for its fiscal first quarter today. There's a lot to unpack, so let's get to the details: Total revenue of €1173 million was up 3% as reported and up 9% in constant currencies (cc), meeting expectations. In general, DS said strong Q1...

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Quickie: Siemens adds TimeSeries to Mendix

A busy day just got busier: Siemens Digital Industries Software just announced that it will acquire TimeSeries, which helps partners and customers build industry-specific low-code apps on its Mendix platform. According to Siemens, TimeSeries is already a Mendix...

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MuM announced a “pleasing start” to 2021

Get ready -- PLMish earnings really crank up this week. We're off to a good start, with MuM announcing last week that sales aren't yet at pre-pandemic levels but were, even so, good. MuM, more formally Mensch und Maschine Software, (MuM) a CAD/CAM specialist company,...

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Aras secures investment from GI Partners

Given all of the recent PLMish acquisition news, it's natural to ask: what about Aras? Turns out, it's going to continue to go it alone -- at least for now. Aras just announced that it has reached an agreement on a "substantial growth investment" from GI Partners, a...

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Pointwise acquired by Cadence

It's getting hard to keep up! Just in, an email from Pointwise, the CAE meshing experts: We are happy to report today that Pointwise, Inc. is being acquired by Cadence Design Systems, Inc. (Nasdaq: CDNS), a pivotal leader in Intelligent System Design, building upon...

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Autodesk to acquire Upchain PLM

Super quick: Autodesk just announced that it will acquire Upchain, maker of cloud-based PLM and PDM solutions. The acquisition price wasn't disclosed but it appears that the companies expect the transaction to close by July 31, 2021. In an email to industry analysts,...

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