ESI’s Q3 disappoints, but Q4 should be OK
ESI reported third quarter results last week that were, at best, so-so, as revenue declined 7% as reported (2% in constant currency, cc) to €25 million. ESI management says Q3 results "[do] not realistically reflect the considerable...
Appreciating …
Thursday is Thanksgiving in the US, a holiday that celebrates connecting with family and friends (and some darned good food, too). It reminds us to be grateful for all that is in our lives. My list is long, and it includes you -- for reading...
Quickie: Siemens acquires Solido for IC design
Siemens continues to fill out its EDA portfolio, announcing today that it has entered into an agreement to acquire Solido Design Automation Inc.Siemens says Solido provides "variation-aware design and characterization software to semiconductor...
Super-quick: ANSYS acquires 3DSIM for additive
ANSYS just announced that it has acquired 3DSIM, a developer of additive manufacturing simulation technology to bolster ANSYS' additive manufacturing simulation workflow. Deal terms were not disclosed but it sounds like a done deal....
Quickie: AVEVA announces “much improved” H1 2018
Super-quick, as I'm at Autodesk University: AVEVA reported today that revenue for the six months ended September 30 was £94 million, up 11% as reported and up 6% in constant currencies -- a "much-improved performance" in the first half of its...
DS’ 3DExperience Forum highlights move to business processes
Dassault Systèmes (DS) started thinking about the 3DExperience platform almost a decade ago. It started as a 3D web-based environment that would enable designers, manufacturers, end-consumers and service people to virtually experience products. In tandem,...
Bentley’s YII 2017 is all about infrastructure, done well
As I mentioned a couple of days ago, last month I attended Bentley's Year in Infrastructure (YII) in Singapore. As usual, it was a massive event, with briefings, meetings and presentations (oh so many presentations). To organize my thoughts and try to...
Siemens AG’s FQ4 boosted by Digital Factory, admiration for Bentley
Siemens AG reported FQ4 and fiscal 2017 earnings earlier today. It's a confusing picture of a huge company, with acquisitions and divestitures, but here's what matters: The AG grew total revenue by 4% to €83 billion. The Digital Factory segment (where PLM...
AVEVA World Summit focuses on digitalization, in all its forms
Q: What does it take to become a digital business? A1: It's easy-peasy if you're a newish company, with a digitally savvy workforce. Make some apps, roll them out to people who are used to doing everything on a tiny screen. Collect lots of data, quickly...
Quickie: ANSYS’ Q3 well ahead of expectations
We're on day 4 of no power here in our little slice of (New England) paradise, so this must be short, if there's any hope of uploading it. More after the earnings call and once Net access is back to normal. ANSYS reported a Q3 that basically blew past its...
Quickie: PTC’s FQ4 revenue up 6%, with strong CAD performance –w00t!
It's tough to keep up right now! A very quick recap of PTC's results: FQ4 revenue was $306 million, up 6% That means total FY’17 revenue was $1,164 million, up 2% From the non-GAAP, color materials provided by the company, "CAD bookings grew...
Quickie: DS acquires No Magic for MBSE, has mixed Q3
I'm at AVEVA World Summit this week, so this has to be brief: DS announced earnings today, and as part of that package of news said that it intends to acquire No Magic, a maker of model-based systems engineering and architecture modeling...
MuM says things are looking up in Autodesk-land
Germany's Mensch und Maschine kicked off the PLMish Q3 earnings this morning. Total revenue was €32 million, down 20% as reported, as the company works through the shift from perpetuals to subscriptions in its Autodesk-related business. For the...
Nemetschek acquires RISA structural engineering software
The deals just keep coming -- and I think AEC may be leading in volume for the year so far. Yesterday, Nemetschek SE announces that it will acquire the assets of RISA Technologies, makers of the eponymous RISA suite of structural engineering...
Bentley acquires environmental water modeling software
I'm at Bentley Systems' Year in Infrastructure conference in Singapore and there's so much news to cover. At some point. Right now, I need to tell you that CEO Greg Bentley has announced the acquisition of the water modeling software business...
Hexagon doubles up, announces 2nd acquisition in a week
In between flights, so this may not even rise to the level of a quickie: Hexagon just announced the acquisition of the dimensional data management, quality planning and analytics technology, called eMMA, from Kronion GmbH. Not surprising, the Kronion team...
Hexagon acquires Luciad for real-time sensor integration
Hexagon today announced that it has acquired Luciad, a Belgian software company that makes solutions for visualizing and analyzing real-time geospatial data. Luciad was spun out of the University KU Leuven (like LMS and countless others) in...
Quickie: Altair files an S-1, preparing for an IPO
What a week. Acquisitions, user conferences and, now, Altair Engineering files for an IPO. You can read the filing paperwork here: https://www.sec.gov/Archives/edgar/data/1701732/000119312517299201/d290748ds1.htm A very, very quick read of the...
Super quickie: AVEVA shareholders approve Schneider deal
Over 99% of AVEVA shares voted in favor of the combination with Schneider Electric's Software Business, the entity that includes SimSci, WonderWare and other software assets of Schneider Electric SE. According to the plan outlined earlier this month, that leaves only...
Quickie: DS acquiring Exa for $400 million
Well, well, well. Dassault Systèmes (DS) and Exa Corporation announced early this morning that DS is acquiring Exa for $24.25 per share, or around $400 million. You may recall that Exa is a publicly traded company in the US, making the...
