Schnitger Corporation

Strategic Discovery — Market Research & Insight

European AEC software: surprisingly strong Q1

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

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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European AEC software: surprisingly strong Q1

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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