5 on a Tuesday: Hexagon, Siemens + Dotmatics, Nano + Desktop, Rescale, Chinese/Hungarian BIM — oh my
There is a LOT going on, so it's time for a catch up. Earnings season is about to start again, and we've already had one early report: Hexagon pre-announced Q1 results that missed expectations on both revenue growth and margins. (Recall that Hexagon doesn't issue...
So, Tariffs. What does that mean for our PLMish universe?
When I was a kid, the US imposed tariffs on Japanese cars. Why? Because high gas prices led consumers to want smaller, more efficient cars, and American automakers only produced gas-guzzlers. To make domestic cars more attractive and to buy time for the US makers to...
PTC acquires IncQuery Group for ALM business
PTC also announced an acquisition today, one that appears more of a tuck-in than a new-industry-maker: It has acquired IncQuery Group, which offers application lifecycle management (ALM) and systems engineering products and services. Neil Barua, PTC's CEO, said, "The...
Siemens makes $5 billion life sciences R&D acquisition
Never boring. The ink is barely dry on the paperwork that finally closed the Altair deal, and today, Siemens announced that it will acquire Dotmatics, a leader in life sciences R&D software, for $5.1 billion. Siemens says Dotmatics "offers a market leading...
Siemens + Altair = done deal
Finally! This morning, Siemens announced that it completed the acquisition of Altair Engineering for an enterprise value of $10 billion. Siemens' CEO Roland Busch said, "We welcome the Altair community of customers, partners and colleagues to Siemens ... Through the...
Accelerating Action at Altair’s Future.Industry 2025
Altair recently invited me to be on a panel at its Future.Industry 2025 event, focusing on how women in technology can align with this year's theme for International Women's Day. Go here to see the panel session's recording and to check out the rest of the event....
Apparently no new divestitures in Synopsys+Ansys
Synopsys just issued a press release about the UK's tacit approval of its intention to acquire Ansys. It's brief, and simply says We are pleased that the CMA has formally cleared the transaction in Phase 1 subject to previously...
UK regulator approves Synopsys+Ansys
Super quick while we wait for more details: Reuters just reported that the UK's Competition and Markets Authority won't seek further review of Synopsys' proposed acquisition of Ansys, in effect approving the deal. The article says that the regulator accepted "certain...
Hexagon to spin off ALI and SGI into NewCo in early 2026
Earnings season is almost over, and there's a lot to catch up on, but news just came into the inbox that Hexagon has decided that it will, indeed, spin off its ALI business. What is that, you ask, and what does it mean for longtime Smart[Plant] users? As it is right...
Catching up: AspenTech+Emerson, 3D printing, Geomagic
I've been neck-deep in earnings news lately —need to find the time to post longer recaps of PLMish ones— and the general sentiment isn't too upbeat. Nothing horrible, but a lot of spending sounds like it's on hold, with some recovery expected in the second half of the...