Schnitger Corporation

Strategic Discovery — Market Research & Insight

Autodesk #XLR8s its way to Fusion

(Sorry - really bad hashtag-based pun. XLR8 = Accelerate, and the complete hashtag for the event was ##XLR8Fusion.) Autodesk's first Accelerate event happened when PLM 360 was oh-so-new. Autodeskers, VARs and early adopters huddled around laptops to work out how to...

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Siemens to acquire Lightwork Design

In transit, so this has to be brief: Siemens just announced that it is acquiring Lightwork Design -- the people you likely know for their gorgeous rendering software, Lightworks. Siemens says that this type of realistic imaging will "help...

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Totally OT: #MVGasFire

First, to all of you who reached out to check on me and my family: thank you. We are fine, in our home and sustained no damage. But it's been an interesting ride. Many people remain in shelters, one person has died and dozens were hurt. But not us. We were...

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A quick refresher: cloud vs. subs

It seems many people are still confusing the buying mechanism and the delivery mechanism for today's software, so here's a quick recap: You can buy software in many ways, from a one-time payment for an app to an ongoing subscription, to purchasing a pool...

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Autodesk’s FQ2 up by almost all measures

Autodesk last night announced results for the fiscal second quarter that surprised almost everyone: revenue of $612 million was up 22% over last year and handily beat analyst forecasts of around $600 million and the company's estimate of $585...

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Altair revenue up 17% in Q2 – wow

Q2 was awesome across the CAE landscape. First ANSYS reported solid performance due large deals and sales across its portfolio and now, Altair reports that total revenue was up 17% (17!!! -- we don't see that very often), with software revenue up 22% (even less...

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ANSYS’ strong Q2 highlights portfolio effect

Note: This blog was written before ANSYS updated its prepared remarks, which lowered the number of big deals from 35 to 27 and the size of the largest from $30 million to $16 million. You can read about that here -- but none of the company's revenue, expense or...

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In DS’ Q2, SOLIDWORKS was again the standout

I have been trying to get time to expand on this brief note, but the news is just coming too fast right now. Here is a summary of Dassault Systèmes' (DS) fiscal second quarter results, reported last week. Total revenue of €840 million was up...

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SAP, ANSYS and digital twins (oh my)

I find it fascinating that SAP is pushing so hard on physics-based IoT capabilities, when it could more naturally come at IoT from the perspective of business analytics. Its partnership with ANSYS is another big step in that direction, adding...

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Quickie: Nemetschek revenue up 17% in Q2

So far we've had PLMish earnings; today, Nemetschek chimed in with a report that shows how well AECish companies are doing, too. Total revenue was €114 million, up 17% as reported and up 21% in constant currencies (cc). Since Nemetschek is a...

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