Quickie: PTC’s FQ3 suffers from weakness in Japan
It's tough to be PTC. Revenue ahead of expectations, license and subscription bookings not so much, “sales execution issues” in Japan ... weak guidance for the company's fiscal Q4 ... stock gets hammered. A few of the details -- much more here:...
The Thirteenth Doctor is a woman!
Yes, let's get it out there: there are more important things to talk about. Hunger, world peace, inequality -- but this is big too: Today the BBC announced that the Thirteenth Doctor will be played by Jodie Whittaker, a female actor most known...
ANSYS acquires CEI to boost post-processing with EnSight
ANSYS has announced that it has acquired Computational Engineering International, Inc. (CEI), makers of EnSight, a nifty post-processor for Computational Fluid Dynamics (CFD) and Finite Element Analysis (FEA) simulations. As you might be aware,...
Here we go again: AVEVA+Schneider?
A couple of UK media outlets reported yesterday that Schneider Electric is considering once again making an offer for AVEVA. This is one such report, repeating what was in a Sunday Times (paywall) article. As before, such a deal would make a...
Across Scotland, from the Firth of Clyde to the North Sea
Hi, all -- welcome back! So much to catch up on: Autodesk has a new leader, Hexagon may or may not be for sale (but you know, deep down, that all companies are for sale, always, so last month's news reports aren't really surprising) and more....
DS deepens its bench in naval architecture
News broke this morning that Dassault Systèmes has acquired AITAC BV, a Dutch company that uses the DS suite of products to design superyachts, cruise liners, frigates, tugboats and other smaller ships. As a complement to its services offerings, AITAC devised Smart...
OpenText gets on the IoT bus
I know I'm way behind on event reports but need to let you know about this: Earlier this week, OpenText, the document management and collaboration vendor, announced that it is acquiring Covisint Corporation, a cloud platform for automotive and Internet of Things (IoT)...
Altair moves further into EDA with MODELiiS acquisition
Altair continues to expand its portfolio, yesterday adding MODELiiS, a French supplier of electronic design automation (EDA) software for circuit design and simulation. MODELiiS spun out of an entity called EASii IC, which develops Application-Specific Integrated...
CAE rumbles on: ANSYS, ESI and Exa earnings recaps
Over the last few weeks, CAE companies have released earnings that highlight the growing importance of CAE technology in many companies' product development processes, and the impact these technologies are having on the enterprises that use them. First, key highlights...
Quickie: AVEVA still feeling the slump in oil and gas
AVEVA just announced that, as expected, total revenue was up as reported but down in constant currencies, as the British Pound is weakened over Brexit uncertainties. In general, the results seem are due to slumping demand from companies that would normally use AVEVA's...
Fedem hits the stage in front of 30,000 at SAPPHIRE
I was just at SAPPHIRE, SAP's massive user conference. Quite a few very kind attendees explained to me how they couldn't do their finance, HR or supply chain management jobs without SAP's solutions -- but I went to learn about Leonardo, SAP's IoT platform, and...
PLM Connection showcases the Digital Enterprise
PLM Connection, a Siemens-associated but user group-driven event, tried something new this year: day long sessions devoted to a single topic. I was fortunate enough to be asked to moderate panels during a day focused on "Realizing the Digital Enterprise – Transforming...
Autodesk’s FQ1 2018 is a pleasant surprise
Autodesk last night reported results that surprised on many levels, almost all good. Revenue declined 5% year/year as the transition from perpetuals to subs continues, and deferred revenue (the part of the sub payment that will be recognized in the future) was up 18%,...
Quickie: Hexagon is going places
I'm about to board a flight, so this has to be quick: Hexagon just announced that it is acquiring VIRES, a company I've never heard of that makes softwate to simulate development, testing and validation of driver-assisted and fully autonomous driving technology....
Hexagon’s Q1: PPM revenue down 11% — are we poised for an uptick?
Hexagon today reported Q1 results that showed that strength in other markets couldn't offset continued sluggishness in oil and gas. The details: Total revenue of €778 million was up 7% as reported and up 3% in constant currencies and a comparable organizational...
Read this: Where oil rigs go to die
The world of offshore oil has seen cycles of boom and bust, huge investments in risky locations followed by project cancellations and layoffs. There's the human cost, for sure, but there's also a fleet of unused assets. What happens to them? How do we go from the...
Q1 in AEC: looks like 2017 is a breakout year
You (and investors and entrepreneurs and many others) often ask me how the AEC market is accepting the technologies that discrete manufacturing has long relied on: 3D design, using a model as reference and not just drawings, managing those models and related...
Quickie: DS’ Q1 shows solid start to 2017
As always, there's a lot to unpack in a Dassault Systèmes earnings release, so here are the bare facts while I catch up on the earnings calls, presentations and press releases: Total revenue in Q1 was €760 million, up 10% as reported and up 7% in constant currencies...
MSC is now part of the Hexagon family
A quick update: Hexagon just announced that its acquisition of MSC Software is complete, since it has obtained all of the regulatory approvals it needed for the deal. Hexagon sees this as very strategic, enabling it to "connect the traditionally separate stages of...
PTC returns to modest growth in FQ2 – but we’ll take it!
PTC announced its fiscal Q2 financials a couple of days ago, and I've been trying to figure out what to write about ever since. There was good news, in that revenue was up year/year for the first time in nine quarters. And the net loss narrowed. But I worry about the...
