Bentley Inspires and announces – a LOT
Come with me to a ballroom in Amsterdam. Candelabras, fancy place settings, soft lighting. The Bentley Systems team is all dressed up while the rest of us look pretty darned good, too. There's a glittering stage and a buzz in the air -- this is the gala dinner...
The 3DX Forum Experience
Dassault Systèmes invited several hundred of its best customers to Orlando last week, to learn about the company's latest efforts to vault out of providing solutions and into delivering experiences. Over two days, we heard from CEO Bernard Charlès, EVP Monica Menghini...
AVEVA H1 2013 revenue up 15%
Switching gears from the day's activities here in Amsterdam but still staying with the infrastructure/AEC theme, here is a quick update on AVEVA's solid results for the first half of fiscal 2013, with broad-based growth reported in many regions, end-markets and...
PTC, DS results highlight strategic differences
Earnings news from engineering IT companies has been a mixed bag of late: misses and downgrades of expectations for the remainder of 2012 but also some stronger-than-expected results. Why did each company report as it did and what can we learn about the demand for...
Siemens PLM + LMS shakes up CAE
Big news! Siemens announced today that it is acquiring LMS International and pairing it with its PLM division. We've got facts, a bit of history and, lastly, my impressions. (In case you can't wait: It's a good thing -- for LMS, Siemens PLM and their customers.)...
Trimble snaps up Vico for 4D/5D
Trimble Navigation (an ever-greater misnomer) announced on Friday that it has acquired the assets of privately-held Vico Software, Inc., a provider of 4D and 5D architectural modeling software and consulting services. Trimble says this acquisition "extends Trimble's...
Quickie: ANSYS reports, too
I knew I had missed one -- ANSYS reported, too. Their GAAP revenue of $197 million and non-GAAP revenue of $199.8 million were in the midrange of guidance. Non-GAAP is up 16%, (up 12% excluding currency). In constant currency, the lease business was up 21% to $71...
Quickies: PTC & FARO disappoint, AspenTech upbeat
A huge day in engineering IT earnings, as PTC and FARO explain their miss to investors while AspenTech and Trimble issue earnings reports. A very quick headline on each and then I dash to the airport -- more to come. PTC reported last night that revenue for its fiscal...
Quickies: Earnings good to tepid so far
We're still recovering from hurricane Sandy here in New England. Schools are open as are most roads, but a lot of people are still without power and assessing damage. It could have been a lot worse, so we're grateful. It's interesting that the New York Stock...
PLM Innovation abounds
I spent part of last week in Atlanta, at the PLM Innovation Americas conference. I typically go to company-sponsored events, where a single vendor showcases its wares at a user conference, investor or analyst event. PLM Innovation was different -- lots of vendors, a...