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Strategic Discovery — Market Research & Insight

Galileo describes infrastructure

I’ve been attending Autodesk University from the comfort of my little office, via the Autodesk Virtual conference at au.autodesk.com. While there are many, many things to blog about (such as: it’s super cool, but who really needs WiFi on the Pi bicycle shown during...

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Daimler chooses NX for Smaragd

This week saw a rather strange battle of the press releases: Siemens PLM announced that Daimler AG will phase in NX as its standard for worldwide vehicle development starting in 2012. Dassault Systèmes followed a short while later with a press release that said this...

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Strong license growth lifts Tekla

Tekla Group has announced that license growth of about 30% contributed to overall revenue growth of 14% for the year through September 2010, with total revenue of €41 million. Third quarter revenue was €13.62 million, an increase of 16% over a relatively weak Q3 2009....

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GIS in a 3D explosion

There’s a lot going on in the GIS space but for those of you who don’t follow it, here’s a quick refresher. GIS stands for Geographic Information Systems; this technology is also often known as “geospatial”. GIS’ analytical tools enable uses to associate data and...

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Avatech + Rand off to a solid start

Avatech Solutions reported results yesterday, the first time for the merged companies since Rand Worldwide acquired Avatech in a reverse merger back in August. Since the combined company files with the US GAAP rules, these results represent a full quarter for Rand and...

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AVEVA details half-year, changes CFO

AVEVA Group last week gave more details on its performance for the six months ended September 30 2010. The company last month hinted that its end-markets are still recovering from the global economic meltdown, and that progress to a more normal economic state is...

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Cimatron optimistic about recovery

Cimatron, the Israeli-American CAD/CAM supplier of solutions for mold design, die design, milling and tombstone machining, reported results for the September quarter that show that it, too, is seeing an uptick in demand: •Total revenue for the third quarter of 2010...

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FloTHERM: Cool debottlenecking

I get to see a lot of interesting technology — some mega-packages, some more modest and some that just make me go “what a good idea!”.  Today Dr. Erich Buergel, General Manager of Mentor Graphics Mechanical Analysis Division (formerly Flomerics), told me about the...

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ANSYS Q3: Good but slowing down?

ANSYS reported Q3 results that show continued improvement over 2009, though perhaps dampened as the market awaited the arrival of the 13.0 release of products and as pent-up demand from last year is exhausted. •Total revenue was $139.8 million, up 9% from a year ago...

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Earnings: AspenTech, Hexagon, Nemetschek

We’re in the midst of earnings season; keeping up is proving more challenging than usual. Here are a few quick thoughts on recent reports: •Aspen Tech announced results today that show continued momentum from fiscal 2010 (ended in June).  For the first quarter, Aspen...

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PTC: One size doesn’t fit all

Yesterday the PLM world finally got a look at what PTC has been teasing for months.  The good: PTC focused attention on CAD and articulated the problems many users have with traditional tools.  The bad: PTC had hyped this launch to such an extent that nothing short of...

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Done Deal: Intergraph is now a Hexagon company

Yesterday, while we were busy trying to digest all Dassault Systemes’ earnings and PTC’s Creo announcement, Hexagon quietly closed its acquisition of Intergraph. Back in July, Hexagon announced that it wanted to acquire the US-based seller of plant design and...

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PTC, DS, Altair and Hexagon oh my

Lots going on today -- PTC makes its big announcement (and, I think, slipped up a bit on some timing), DS reports that Q3 was really good, Altair acquires SimLab and Hexagon closes on Intergraph.  Briefly, before I flit off to the PTC event: •PTC’s been so loudly...

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PTC hits a billion

PTC released results on Tuesday that showed that it returned to the billion dollar level in fiscal 2010, returning to a growth trajectory that stalled in 2009.  For those keeping track, PTC last reported a billion dollars in revenue for two consecutive years in 1999....

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The Advantage of Packs

Autodesk recently announced a number of Subscription Advantage Packs that are designed to make the subscription program more attractive to customers and to quickly get new features out to its most loyal customers. A quick recap: Roughly 40% of Autodesk’s total revenue...

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News bits: 3D, clouds and more

Still trying to catch up from nearly a month of personal and business travel, so here are a few interesting things from my overflowing in-box: Autodesk commissioned a survey of online consumers that showed that the majority prefer to examine potential purchases in 3D...

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AVEVA: Last six months were mixed

AVEVA today offered a brief update on its performance for the first half of its fiscal year, from April 1 to September 30. There were no numbers or real details, but the company did say that its end-markets are still recovering from the global economic meltdown: the...

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Quick catch-up: what you may have missed

Goodness - I go away for a few days, and the PLM world keeps on spinning ;-) Here’s what happened while I was away: Avatech Solutions (now part of Rand) reported revenue of $31.3 million for the fiscal year ended June 30 2010, down from $35.4 million a year ago. A...

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Trip report: Walking with Hadrian

You may have noticed that this space was quiet for the last few weeks.  My husband and I were on vacation (that included some business) in England. We had a wonderful trip but rather than bore you with snapshots, here are the ten things I found most interesting:...

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MSC is revving up

I recently spoke with Dominic Gallello, CEO of MSC Software, and John Janevic, VP Strategic Operations, and came away impressed with their plans for revitalizing MSC and its products.  Mr. Gallello took over just about a year ago and has spent much of that time...

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