Schnitger Corporation

Strategic Discovery — Market Research & Insight

Totally OT: Cocktails, curators, The Frick

I've told you before that my favorite museum in the world is The Frick Collection, in New York. I'm late to the party but just discovered that they're hosting a YouTube series on Friday afternoons, at 5 PM ET, where a curator talks about a major work. It's not at all...

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European AEC software: surprisingly strong Q1

Autodesk, the Big Daddy of AEC, reports Q1 results tomorrow so it's time to play catchup on the earnings of its public competitors. Bentley, the #2 player in AEC, is not saying anything publicly right now because it filed (again) for an initial public offering in...

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Quickie: Rockwell completes Kalypso acquisition

Rockwell Automation just completed the acquisition of Kalypso that it announced back in February. Kalypso is a PLM consultancy that often works with PTC products; Rockwell bought $1 billion of PTC's shares and is a deeply embedded PTC partner for the smart factory. As...

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What we learned: IBM, SAP and MuM report CQ1

As I noted yesterday we're starting to get into earnings season for software companies and, as expected, the news is mixed. If you want details, go here for details on IBM's quarter, here for SAP, and here for MuM's results -- following are just my main takeaways on...

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SAP pre-announces, still sees growth for 2020

SAP became the latest company in our PLMish universe to pre-announce results for the quarter ended March 31, and offer some glimpses into how other companies may have fared -- and to what the rest of 2020 may hold. You can read the full announcement here; these are...

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PTC and Ansys DON’T preannounce

What a strange time, when it's notable that companies just go ahead and schedule their earnings releases as per normal, like PTC did today (for April 29), or craft a special letter to investors that ends with the earnings date, as Ansys just did. PTC's news said...

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How you can help: support businesses that make PPEs

You don't come here for politics, so we'll leave all that aside, and point out that many businesses that are working to make personal protective equipment (PPEs), often without knowing if or how they'll be paid. I found this article in the Boston Globe, which...

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DS announced Q1 will be 2.5-5% below guidance

And so it starts (continues, depending on your perspective); After the stock market in Paris closed, Dassault Systèmes announced that it expects Q1 revenue to be 2.5% to 5% below the low end of its previous guidance, which was for 20% revenue growth. Not all of that...

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