PTC’s FQ3 shows surprising demand for subs
It's big-boy PLMish earnings week and, so far, so good. PTC on Wednesday (and Dassault Systèmes on Thursday, blog post in the works) reported that demand remains solid. PTC customers' appetite for subscriptions continues to surprise as it came in significantly ahead...
Quickie: DS to acquire CST for €220 million
Dassault Systèmes announced its Q2 results this morning (good, acceleration expected in the second half of the year) and also said that it has agreed to acquire acquire Computer Simulation Technology AG (CST), a maker of electromagnetic and electronics simulation, for...
Quickie: PTC’s FQ3 is right where they said it would be
Sorry to interrupt your beach day, but it's earnings season and PTC just reported that FQ3 GAAP revenue was $289 million, right in the middle of the target of $287 million to $292 million, and down 5% from a year ago. You'll recall that PTC is (also, still) in the...
Pokémon GO could change the world of design and engineering
You may have seen the news stories about Pokémon GO, the app for iPhones and Android phones, that has human beings glued to their phones while running around in the real world trying to capture Pokémon cartoon characters. Players use their phone's camera to find and...
Longdon to step aside as AVEVA’s reinvention continues
AVEVA issued another one of those trading updates that don't usually say much: business was as expected and FY17 (ending in March) is expected to be "broadly similar to F16" -- a slight step back from earlier forecasts of . The only real financial comment in the...
Platforms take CAE’s digital twin to real life
If you think about it, we are at the convergence of a number of technological trends that will change how we design products, even as those products become complicated combos of mechanical, electronic, software and control systems. But it's not all technology; how we...
Autodesk acquires PCB design for Fusion 360
Interesting. I just saw that Autodesk has acquired Cadsoft Computer GmbH, a German company, from Premier Farnell. Premier Farnell distributes electronics components though many different channels, including online markets,and maintains the element14 online...
Autodesk’s Forge DevCon opens a world of possibility
Have you ever been to a DevCon? I hadn't been to one until a few weeks ago, when I was lucky enough to attend Autodesk's Forge DevCon in San Francisco. It's very, very cool. Hacker meets maker, lots of laptops and not a suit in sight. A dev con is a developer...
PLM’s platform play
Platforms are hot right now, but they’re hardly a new idea. I learned a few weeks ago from Dr. Marshall Van Alstyne (whose research is accessible here) that newspapers, which connect advertisers to consumers, are platforms. HMOs connect physicians and patients....
LiveWorx 2016 celebrates the physical+digital world
What happens when you mix a lot of old-time CAD super-users with new, edgy technology? Some cross mojonation* but also quite a bit of resistance. It's interesting; people who are excellent at their jobs are the most resistant to change because it will make them less...
AVEVA + Schneider a no-go
In a very brief statement even by UK standards AVEVA just said, "Following the termination of the preliminary discussions between AVEVA Group Plc ("AVEVA") and Schneider Electric SE, AVEVA has applied to the UKLA for the suspension of its shares to be lifted. As a...
Deal and … maybe deal
What happens when I spend the day on a plane? News! Briefly, AVEVA and Schneider Electric have resumed their tango. AVEVA today addressed press speculation by issuing an announcement that it was again in talks with Schneider Electric about a deal that would combine...
ESI seeks to reinvent PLM by moving to PPL
ESI hopes to move manufacturing beyond PLM, and into what it calls PPL, Product Performance Lifecycle. The company defines traditional PLM as "product development until commercial launch" while PPL addresses the product's "whole 'post-development' lifecycle, i.e. the...
“One word: Plastics”
That's a paraphrase of the wonderful scene in The Graduate, where Mr. Maguire tells a young and confused Benjamin (played by Dustin Hoffman) that plastics are the future. In many ways, he was right. If your job is plastics, you know that that little phrase hides a...
AspenTech acquires Fidelis for asset optimization
You may remember that Aspen Technology was rebuffed earlier this year when it tried to acquire KBC and its refinery optimization expertise. Well, that didn't slow them down much: Today, AspenTech announced that it has acquired FidelisGroup, maker of Titan 2, FAST 3...
Autodesk subs momentum builds in FQ1
I continue to try to catch up -- and today we take a look at Autodesk's calendar Q1 results, for the three months ended April 30. Autodesk reported these back on May 19, so this isn't new news. What it is, however, is a great pointer to what Autodesk's customers think...
3DX Science aims to take users from atoms to systems
What happens when you put a lot of chemists and biologists in a room with engineers? Actually, more fun than you might think. And a lot of geeking out. But that's to be expected. Last week, Dassault Systèmes threw the first-ever combined user group meeting for its...
Quickie: DS acquires Ortems for production scheduling
Dassault Systèmes just announced that it has acquired Ortems, a provider of on-premise and on the cloud capacity constraint-based production scheduling and dispatching software. Ortems’ solutions, Agile Manufacturing and PlannerOne, manage manufacturing operations...
Exa’s Q1 shows some customers, at least, favoring cloud
Earnings keep coming and the news is increasingly positive -- in our PLMish world, at least, customers are buying and using technology to continue to innovate. One recent announcement comes from Exa, the CFD maker. Exa reported that first quarter fiscal 2017, which...
ESTECO modeFRONTIER UM shows how CAE fosters creativity & innovation
I had the great fortune to spend some of last week in Trieste, Italy, with an amazing group of modeFRONTIER users. We’ll get to them, and what they had to say, in a second but, first, you need to know that Trieste is gorgeous and ESTECO knows how to throw a party that...
