Schnitger Corporation

Strategic Discovery — Market Research & Insight

Autodesk responds to Revit users; I give it a C+

You may recall that last week a group of Revit users issued a public letter to Autodesk, in which they laid out their frustrations regarding a perceived lack of investment in Revit -- all while prices rose. It was signed by 17 architecture firms, though backed by more...

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Super-Quick: Update on Siemens + SAP Teamcenter

We're starting to get answers to some of the open questions about the partnership SAP and Siemens announced earlier this month, regarding the integration of Siemens' Teamcenter and SAP's S4/Hana. Many questions aren't answerable yet; it's just too early. We don't know...

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What do you do when your customers revolt, publicly?

If you're outside the world of AEC (or lucky enough to be on vacation) you might have missed it: Seventeen of Autodesk's most influential AEC customers wrote an open letter to CEO Andrew Anagnost, criticizing the company for continually raising prices on what they see...

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DS reports a good Q2 and tweaks full-year forecast

Very quick because it's that kind of day -- but need to let you know that Dassault Systèmes reported that Q2 results met expectations and an acquisition: DS Q2 non-IFRS revenue was €1,071 million, down 8% on an organic basis but up 11% including the Medidata...

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Siemens + SAP = Teamcenter Squared?

Last week Siemens and SAP announced that they would be connecting Siemens' Teamcenter with SAP's supply chain and asset management solutions to, as they said, deliver integrated end-to-end software solutions across product lifecycle, supply chain and asset management....

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More good-ish PLMish news, this time from Hexagon

Hexagon just announced that it will report BETTER results than the market expects for its June-ending quarter. Here's what they said: Due to higher earnings than market expectations for the second quarter of 2020, Hexagon is today publishing its preliminary results....

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Respond. Reset. Reimagine.

I've been talking to a lot of people about how Covid-19 has affected their work lives--often inseparable from their home lives, given the sudden explosion of home offices and homeschooling--and it generally comes down to these three phases. First, we went a little...

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AVEVA enters fiscal 2021 betting on digitalization

As foreshadowed back in April, AVEVA today reported revenue of £834 million up 9% (and up 7% on an organic, constant currency basis, cc). CEO Craig Hayman and Deputy CEO/CFO James Kidd gave a lot of great, additional information on how the world and their business...

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Bentley buys voice-based construction app maker

Bentley Systems just announced that it has acquired NoteVault, which makes voice-based solutions for construction management. Start NoteVault on your mobile device, speak into it, and the app's construction-specific machine learning (backed by human transcription)...

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Stratasys announces a 10% workforce reduction

I just put up the post about no PLMish layoffs -- and Stratasys puts out a press release that says that it will cut its global workforce by about 10%, mostly before the end of June and all by the end of the summer. CEO Yoav Zeif says, “This reduction in force is a...

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