Altair tops targets in Q1, acquires rest of FluiDyna
Altair made several significant announcement over the last week, culminating yesterday with its first quarter results. Quickly, Altair reported Q1 revenue that beat expectations, sending its share price up a couple of percentage points after...
Bentley’s corporate update: no IPO, no drama, record cashflow
Do you remember 2015? It feels so long ago. Bentley Systems gave us a glimpse into its business progress, calling it an Annual Report. Then came the possibility of an initial public offering (IPO), quiet periods, market watching to figure out timing (do...
Hexagon CEO’s legal saga continues
Hexagon announced on Wednesday that the Norwegian Court of Appeal has decided to accept the appeal launched by the Norwegian economic crime authority of CEO Ola Rollén's unanimous acquittal in January on charges of insider trading. This...
Siemens FQ2 results highlight sharp growth in PLM
Siemens released its fiscal Q2 results this morning -- and PLM software continues to be a bright spot, with frequent mentions of integration into other areas of the business and the opportunities ahead. Siemens said revenue from the PLM...
Hexagon’s diversity helped offset PP&M’s lackluster Q1
Hexagon, another big company getting bigger via acquisitions, announced results last Friday. Hexagon is the parent company of brands such as Leica Geosystems, (Intergraph but now) Hexagon Process, Power and Marine (PP&M), Vero and MSC...
ANSYS Q1 boosted by biggest-ever deal
ANSYS reported Q1 results last week that blew past most estimates and forecasts because the company is starting to reap the benefits of its big-ness. Recall that It has gone from mechanical FEA (ANSYS) to adding CFD (Fluent) to including EMAG...
Altair acquires, extends its Carriots IoT the the edge
The pace of news this week ... Altair Engineering just announced that it has acquired the intellectual property of CANDI Controls, Inc. and hired CANDI’s software and technology team. I hadn't heard of CANDI Controls before, so did a little...
Siemens + Sarokal > 5G. And, what’s 5G?
A while ago, Siemens announced that its Mentor Graphic business was buying Sarokal, makers of software and hardware used in developing and testing 4G and 5G telecomms infrastructure. I didn't know what that meant and so the good folks at Mentor...
Might AEC lead the way for manufacturing in subs and cloud?
We're deep into earnings season and, so far, results have been positive: buyers are wrapping their heads around subscriptions in our broader PLMish universe and markets, vertical and geographic and by channel, seem to be doing well. A couple of...
Bentley ups its game in geotechnics with Plaxis, SoilVision acqs
For much of the last 25 years, Boston was a construction site. The Big Dig project put an elevated highway under ground, to improve traffic flow and create green space where the roadway had once divided the city. What many people didn't...
DS: Industrie 4.0 is old news; makers and innovators will rule tomorrow
Dassault Systèmes just announced Q1 results, and they are mostly positive. As with each release, there are various accounting treatments, as-reported and constant currency, grouped-together buckets of revenue ... I suggest that you dig through...
Quickie: Trimble acquires Viewpoint for $1.2 billion
Just into my inbox: Trimble, makers of all sorts of software and hardware targeted at the broader AEC market is acquiring Viewpoint, which makes construction management software. More on this tomorrow, but Viewpoint fits perfectly (with some overlap) into...
Quickie: MuM announces most profitable quarter ever
What trough? As a reminder, we look at Mensch und Maschine to gauge how resellers are faring as Autodesk transitions to subscriptions -- and MuM is on the upswing with its Q1 2018 report. Per its announcement, "While the [proprietary MuM]...
PTC’s FQ2 featured ‘strong’ CAD, PLM performance
PTC announced results on Wednesday that were, in a single word, impressive. Growth across most revenue categories, product lines, channels — and with positive outlook for the rest of 2018, too, which means no deals were pulled from the future...
PLMish earnings kick off with solid reports from PTC and AVEVA
PTC started things off on Wednesday evening, with a report that exceeded expectations. Fiscal second quarter revenue was up nearly 10%, above the high end of the company's guidance as well as Wall Street expectations. I'm working on a longer...
Siemens shines at Chicago’s DMDII
Siemens held another one of its innovation days a few weeks ago, this time at the UI LABS DMDII facility in Chicago. I’ve attended several of these at Siemens HQ in Munich; this was the first I’ve been to at a neutral site and the focus was completely...
Oracle + Aconex is a done deal
It was a long time coming because of all of the regulatory hurdles but Aconex is now a part of Oracle. A quick recap, and then why this matters even if you're outside the typical AEC/construction world. Oracle has been acquiring to build out...
ANSYS gets aesthetic with its acquisition of OPTIS
ANSYS just announced that it is acquiring OPTIS, maker of software that simulates light and human vision and, increasingly, solutions that enabled users to visualize real-world effects in a virtual setting. What does that mean? Lots of things. To take just...
ESI’s Q4 returns to license growth
You have spoken: you're not fans of long blog posts that summarize a clump of earnings all at once, nor do you want to wait until the last of a bunch of companies publishes results to read the post. So we're back to the old scheme, one company...
Shipbuilding software provider SSI bought by exec team
This is cool -- there aren't that many providers of ship design software on the market and I'm a naval architect, soo it naturally caught my eye. This just hit the inbox, even though it reads as though it should have been sent a few weeks ago:...