Quickie: Siemens adds UltraSoC to its semiconductor design offering
Siemens just announced that it will acquire UltraSoC Technologies Ltd., maker of instrumentation and analytics solutions that "put intelligent monitoring, cybersecurity, and functional safety capabilities into the core hardware of system-on-chip (SoC)". UltraSoC...
Respond. Reset. Reimagine.
I've been talking to a lot of people about how Covid-19 has affected their work lives--often inseparable from their home lives, given the sudden explosion of home offices and homeschooling--and it generally comes down to these three phases. First, we went a little...
AVEVA enters fiscal 2021 betting on digitalization
As foreshadowed back in April, AVEVA today reported revenue of £834 million up 9% (and up 7% on an organic, constant currency basis, cc). CEO Craig Hayman and Deputy CEO/CFO James Kidd gave a lot of great, additional information on how the world and their business...
Bentley buys voice-based construction app maker
Bentley Systems just announced that it has acquired NoteVault, which makes voice-based solutions for construction management. Start NoteVault on your mobile device, speak into it, and the app's construction-specific machine learning (backed by human transcription)...
Stratasys announces a 10% workforce reduction
I just put up the post about no PLMish layoffs -- and Stratasys puts out a press release that says that it will cut its global workforce by about 10%, mostly before the end of June and all by the end of the summer. CEO Yoav Zeif says, “This reduction in force is a...
Q1 2020 earnings are done –phew– what did we learn?
Well, that's a wrap. All PLMish companies have announced earnings, and it's time to look back, summarize and look ahead. Writers call that a through-line, finding the theme that unifies a narrative. And, for once, we have quite a few of through-lines in our PLMish...
Totally OT: Cocktails, curators, The Frick
I've told you before that my favorite museum in the world is The Frick Collection, in New York. I'm late to the party but just discovered that they're hosting a YouTube series on Friday afternoons, at 5 PM ET, where a curator talks about a major work. It's not at all...
Autodesk’s Q1 was decent, hints at stable employment at its customers
Autodesk announced its fiscal first quarter (ended April 30, 2020) last night --and, as others have reported, it was a rollercoaster ride. The details: Total revenue for FQ1 was $886 million, up 20% as reported (up 22% in constant currencies) and well within the range...
European AEC software: surprisingly strong Q1
Autodesk, the Big Daddy of AEC, reports Q1 results tomorrow so it's time to play catchup on the earnings of its public competitors. Bentley, the #2 player in AEC, is not saying anything publicly right now because it filed (again) for an initial public offering in...
CAE is cautiously optimistic: News from Altair, ANSYS, and ESI
The New York Times recently had an article about the language companies are using on their earnings calls, and how it's different now than in prior periods. Many calls started and ended with CEOs saying that the welfare of colleagues and customers is of prime...