A quick update on the Additive Ball
Remember how last month there was a will they/won’t they dance going on in the world of additive manufacturing? Well, the dance continues, with news on several fronts. To recap: Desktop Metal and Stratasys had planned a merger, then another company stepped in to say...
How close are we, really, to AI in PLM?
(Newsletter subscribers: sorry if you're seeing this twice. The first one went out with weird formatting.) Did you hear the news yesterday? My local radio station advised me NOT to rely on Siri and Alexa for help if I need to perform CPR (cardio-pulmonary...
Quickie: PTC announces CEO change; Rockwell sells its stake in PTC
Earnings season rolls along, and I will eventually get to capsules covering PLMish results (mixed so far, nothing horrible), but there are two PTC items to cover outside of earnings. The first is that PTC has announced that current CEO Jim Heppelmann will step down...
Partnering up at the Additive Ball
Have you kept up with the Stratasys + Desktop Metal + 3D Systems + Nano Dimension saga? It’s been a captivating will they/won’t they that the striking Hollywood writers might want to turn into a movie when they’re back in the office … 3D printing, aka additive...
4 on a Monday: ESI to become part of Keysight Technologies; Hexagon and Cadence acquire; and the cost of AI to you and the developer
ESI announced that Keysight Technologies would acquire it in two stages for about EU 913 million. For those keeping track, that’s roughly a 6.5x revenue multiple. Who? Keysight had revenue of $5.4 billion in 2022, roughly half from commercial communications companies,...
The PLMish VAR economy: mixed Q2 so far
As PLMish earnings start, it’s helpful to look at the results reported by the (very few) publicly traded value-added resellers (VARs). They’re the canary in the coal mine, on the front lines with the buyers of PLMish solutions. They’re also a middleman, buffeted by...
And we’re off: Sandvik reports 9th consecutive quarter of revenue growth
It’s that time again: PLMish earnings season. If you recall, a year ago, we heard of companies winding down their businesses and exiting operations in Russia, often at a considerable cost in lost sales and asset write-downs. What will this year’s Q2 results bring?...
Can PLM save the planet?
Creating sustainable product lifecycles was a big-stage topic at every event I attended this spring. Presenters started their talks with dire statistics about a planet in peril and wound up encouraging us to focus on those aspects we can do something about. Using less...
Realize LIVE 2023: Siemens says it’s shifting the conversation
There’s something special about being at a user conference in person. The random encounters. A roomful of people nodding when they agree with a speaker — or the look of confusion when the room’s experience doesn’t match. The band that plays the audience into the hall...
Dassault Systèmes in 2023: nothing but potential
I recently spent a few days with the Dassault Systèmes team in Paris. I’m still digesting it all — there was a LOT, and since my job is to find patterns, make comparisons, and note contrasts, I still much to ponder— so this post will cover some general thoughts about...