Schnitger Corporation

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Schnitger Corporation

Strategic Discovery — Market Research & Insight

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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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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