PTC’s subs lead to a good FQ2 & perhaps a decent 2020
PTC's fiscal second-quarter couldn't have been more different from Dassault Systemes'. PTC's total revenue of $360 million was up 24%, beating expectations by a whopping $19 million. How could PTC have seen such a different selling environment? We'll explore that...
Dassault Systèmes’ Q1 as pre-announced; 2020 will be tough
DS announced results last week that were pretty much in line with what they had said earlier -- but the devil is in the details. If you want ALL of the details, go here. I'll summarize what I think it important and then riff on what it might mean for our PLMish...
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...
Out of the COVID-19 mailbag — answering your top questions
I hope you're all safe and healthy -- and supporting the nurses, doctors, grocery store people, truck drivers, restaurant workers and all the others who are making it possible for those of us who can, to shelter in place. You've been emailing some great questions over...
AVEVA updates for FY 2020 (good) and calendar 2020 (cautious)
AVEVA just gave an update on how fiscal 2020 turned out (ended March 31) and hinted at what it expects for the rest of calendar 2020. It was the typical, brief, "we'll say more later" news release, so there's not a lot of detail -- but here's what we learned: AVEVA...
How you can help: lend your compute power to Folding@Home
Here's one that requires literally no effort on your part, after you download the app to your PC tower: Lend your CPU and GPU to scientists who are trying to discover how to block the Coronavirus from infecting human cells. Folding@Home (F@H for the cool kids) is a...
Autodesk takes minority stake in Aurigo, for infrastructure project delivery
Here's an interesting one that I didn't see coming: rather than acquiring, Autodesk is taking a minority stake in the privately-held AEC-focused firm, Aurigo Software. Aurigo's cloud-first software is used to plan, build, maintain and operate AEC projects, much as...
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...
How you can help: Join MIT’s Beat the Pandemic hackathons
Just over the transom: MIT is hosting two hackathons THIS WEEKEND to tackle specific problems related to the COVID-19 epidemic. They're calling this Beat the Pandemic, and say that The Challenge is a 48-hour sprint beginning on Friday afternoon (4/3) and ending on...
PTC and Ansys DON’T preannounce
What a strange time, when it's notable that companies just go ahead and schedule their earnings releases as per normal, like PTC did today (for April 29), or craft a special letter to investors that ends with the earnings date, as Ansys just did. PTC's news said...