Realize LIVE 2023: Siemens says it’s shifting the conversation
There’s something special about being at a user conference in person. The random encounters. A roomful of people nodding when they agree with a speaker — or the look of confusion when the room’s experience doesn’t match. The band that plays the audience into the hall...
Dassault Systèmes in 2023: nothing but potential
I recently spent a few days with the Dassault Systèmes team in Paris. I’m still digesting it all — there was a LOT, and since my job is to find patterns, make comparisons, and note contrasts, I still much to ponder— so this post will cover some general thoughts about...
It’s a wrap: A recap of PTC Liveworx 2023
Big user events are back! PTC’s Liveworx filled the Boston Convention Center, a full 12-minute walk from end to end. We had Creo users, Windchill admins, Codebeamer coders, Vuforia wizards, Servigitics partners, Thingworx implementers, ServiceMax users — and even some...
Ansys acquires Diakopto, adding to its IC simulation arsenal
I'm missing a Vuforia party, so this will be brief: Ansys just announced that it will acquire Diakopto, maker of integrated circuit (IC) simulation solutions -- specifically, to find problems "caused by layout parasitics." I need to find out what that is, but I...
LiveWorx, the preview (notes from day 0)
I loved set-up time at Daratech conferences. I would stand on a balcony or walkway and watch it all come together on the exhibit floor below me. Vendors building their booths, the service people laying down cables and bringing in counters, plants, and lighting, and...
Digital Twins, Threads, and Tapestries – oh my
A couple of weeks ago, I attended the CIMdata PLM Road Map & Eurostep PDT North America 2023 event in Washington DC and, I’ve got to say, it was terrific. A great speaker lineup, high-level content, vendor neutrality, and no sales pitches — a refreshing event in a...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts
Hexagon reported results this morning — and they tell a different story of the environment in China. Read on. Total revenue in Q1 was €1287 million, up 11% as reported and up 8% on an organic constant currency basis (occ) By geo, CEO Paolo Guglielmini said revenue was...
PTC’s ramp deals: “nothing but goodness” in a solid FQ2
PTC reported results last night that were quite good, though a lot of what interests me (at any rate) is buried inside unhelpful product buckets. When PTC says “CAD” in these earnings announcements, they mean any authoring tool, whether it’s Creo, Onshape, or...
Dassault Systèmes wobbles on license, otherwise good Q1
Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased 8% as reported (7% in constant currencies, cc) to €1,434...
PLMish earnings start strong, with good news from MuM and Sandvik
Two reports start us off this earnings season: Mensch und Maschine, the Autodesk reseller, and Sandvik, the Swedish company buying its way into CAM. First, MuM. Mensch und Maschine Software reported "another best quarter ever in M+M's history" yesterday, with revenue...