Schnitger Corporation

Strategic Discovery — Market Research & Insight

MuM is “completely satisfied” with Q1

MuM is “completely satisfied” with Q1

-- and that's a good thing for Autodesk, too. Mensch und Maschine said today that it had "a fantastic start to fiscal year 2019", with revenue up for in proprietary software business, its new SOFiSTiK acquisition and its Autodesk reseller business. Total revenue was...

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MuM is “completely satisfied” with Q1

Earnings-apalooza, part 2: PTC and AspenTech

This morning started strong, with news from SAP and Dassault Systèmes announcing nice revenue growth, highlighting customer adoption of their newer offerings. I'll have more on those later, but here's a quick snapshot fo the highlights. Now we're hearing from PTC and...

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MuM is “completely satisfied” with Q1

Earnings-apalooza! SAP, DS, PTC, AspenTech today

SAP and DS have already reported, PTC and AspenTech report later this afternoon. More on each when time allows, but so far (at 8:45AM ET), we've learned: Dassault Systèmes' Q1 2019 non-IFRS revenue was up 13% in constant currencies (cc) and up 8% on a cc organic basis...

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MuM is “completely satisfied” with Q1

AVEVA says full steam ahead

AVEVA issued one of its periodic trading updates -- they don't really say much but seem to be required to coincide with parent company Schneider Electric's earnings releases. Schneider Electric is on a December year-end, quarterly pattern while AVEVA reports...

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Helping to rebuild Notre Dame

Helping to rebuild Notre Dame

If you're like me, you wanted to tune out the destruction of Paris' Cathedral of Notre Dame yesterday, but just couldn't. It's a place of spiritual significance to many, an iconic Paris tourist destination to others. To me, it's also a marvel of engineering and...

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First steps to AI: data, man

First steps to AI: data, man

I was speaking to a group of AEC professionals a while back about the technologies they should be investigating. I covered everything from 0D to 6D, from conceptual sketches to advanced BIM, conceptual design to operations -- but, as is often the case today, we got...

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Nemetschek ups rendering with Redshift

Nemetschek ups rendering with Redshift

The Nemetschek Group just announced that its Maxon subsidiary has acquired Redshift Rendering Technologies, maker of the Redshift rendering engine. Redshift (the tech) is a GPU-accelerated renderer that's available as a plugin to Maxon's own Cinema 4D as well Autodesk...

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Quickie: AVEVA adds asset performance assets

Quickie: AVEVA adds asset performance assets

Super-quick, as I'm about to board a flight: AVEVA has apparently decided its offering (the combined Schneider Electric Software and legacy AVEVA products) had a gap in asset performance management that could only be filled by acquisition. To that end, the company...

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MuM is “completely satisfied” with Q1

OnScale secures $10 million investment

Yesterday, I wrote about the continuing buying spree in CAE. Then came the news that OnScale has secured $10 million in Series A funding led by Intel Capital and Gradient Ventures, Google’s investment fund, along with Thornton Tomasetti, Stage 2 Capital, Cultivation...

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Quickie: AVEVA adds asset performance assets

CAE roll-ups continue, with Siemens and Altair active

I work with a lot of investors and software companies, and perhaps the most common question I am asked is, what's left to acquire? It's rare that an industrial company acquires a simulation provider (as Juul did when it snapped up Envenio); this is usually more about...

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