Nemetschek’s Q2 strong, slows slightly from Q1
Nemetschek announced today that Q2 revenue was up 15% on an organic basis and 21% overall to €138 million. That's very, very good but investors will likely focus on the fact that Q1 growth was 27% as reported (23% cc) and 21% on an organic basis. The details: Total...
PTC’s FQ3 was OKish but weak bookings make investors unhappy
After what looked like a blockbuster LiveWorx last month, with buoyant customer use cases and technology roadmaps galore, PTC yesterday announced results that felt ... flat. Some of the details (see them all here), using ASC 605 accounting because that enables us to...
AVEVA says it saw high single/low double digit growth in the June quarter
AVEVA today issued a trading update, to keep pace with parent company Schneider Electric's fiscal second quarter results announcement. AVEVA said that it had a "good start to the financial year", with"high single digit revenue growth on a constant currency basis" but...
DS rocked Q2 but isn’t building a supersonic car. Bummer.
I am still plowing through Dassault Systèmes' materials about its second quarter, so may write an update later but here are first impressions: Q2 was good, really good, with non-IFRS revenue of €965 million, up 16% as reported, up 13% in constant currencies (cc) and...
MuM revises growth forecast upward — what slowdown?
PLMish earnings season starts today, as Germany's Mensch und Maschine (MuM) reports how its own software and the Autodesk VAR businesses performed in the second quarter. We've already heard from Hexagon and SAP that China and greater Asia, respectively, dragged down...
Totally OT: Tang myth, busted
I wrote earlier this week about the Apollo 11 anniversary and mentioned that the space program had given the world Tang. Turns out that wasn't true. The space program made my family aware of Tang --go advertisers!-- but Tang actually pre-dates the moon missions....
Hexagon’s race to the Smart Factory
What if you could reimagine your product design and manufacturing processes? Start from scratch, rather than have to deal with legacy thinking, work processes and tools? Come up with new ways of working in all areas of your business? That’s what Hexagon wants us all...
Look to the moon, thank an engineer
This week marks the 50th anniversary of the Apollo 11 landing on the moon. We all know about the incredible bravery of the astronauts to risk everything to go there and (perhaps not) come home--but amidst all the hoopla, spare a thought for the engineers who made it...
AspenTech acquires IoT and AI companies
Artificial intelligence, AI, means many different things, depending on the industry, use case and technological sophistication of the user. AspenTech, which makes chemical process design software as well as solutions that help process plants manage their assets more...
Autodesk invests in actual construction startup
You know that Autodesk invests in tech startups. Did you know that they also invest in makers of actual, physical things? Apparently, they do! Autodesk just announced that it has increased its investment in Factory_OS, a "volumetric modular construction start-up" that...