Schnitger Corporation

Strategic Discovery — Market Research & Insight

ESI set for reinvention with 2021 up on all metrics

ESI set for reinvention with 2021 up on all metrics

I've been telling you over the last few years that ESI is working on reinventing itself -- going from a services-oriented, our-people-will-find-us mentality to a company that's more outward-facing and market-responsive. That's embodied in ESI's OneESI 2024 strategy,...

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Spectris in talks to acquire Oxford Instruments

Spectris in talks to acquire Oxford Instruments

Spectris said today that it is in discussion to acquire Oxford Instruments. Spectris, you may remember, is the parent company of HBM nCode, makers of durability and performance analysis software; ReliaSoft, makers of reliability engineering software and VI-grade, a...

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ESI set for reinvention with 2021 up on all metrics

AVEVA gives trading update: all to plan

AVEVA issued another one of its terse trading updates, saying that revenue declined "in the low single digits" from a year ago in the fiscal third quarter of 2022 (ended December 31, 2021), "given a very strong comparator in the prior year that included the benefit of...

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Spectris in talks to acquire Oxford Instruments

Altair gets into PLM with Cassini acquisition

Altair just announced that it has acquired Cassini Systems, a cloud-native PLM platform. Cassini does many of the things you'd expect a PLM to do -- vault, manage collaboration, etc.-- but perhaps a deciding factor was its modern architecture and compliance with...

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ESI set for reinvention with 2021 up on all metrics

Siemens orders ahead of plan, SaaS booming

Ah, Siemens. If you thought Hexagon was complicated, buckle in. Siemens AG just reported fiscal Q1 2022 results, and we're going to roll that into a recap of fiscal 2021. There's a lot of ground to cover, so let's get going. Siemens AG reported fiscal 2021 results...

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ESI set for reinvention with 2021 up on all metrics

Nemetschek gets AEC earnings off to a strong start

Nemetschek reported last week that its Q4 and fiscal 2021 results exceeded the guidance it gave for 2021 -- which had already been raised in July after a boffo first half. Final results for 2021 will be announced on March 22, but here's what we know and can guess...

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