Many newsy bits on a Thursday: deals and earnings, oh my!
What did I see this morning? We're not even at the end of January, and it already feels like a very long year … something like that. You too? We'll get through it together! While the wider world swirls madly, our little PLMish corner has not been idle, oh no:...
Wishing you and yours …
… a holiday season as calm as an afternoon when all meetings are canceled. Thank you for your emails, comments, briefings, and questions. It was an honor to work with you in 2024 -- let's do it again in 2025! Above is the beautiful Belgian city of Bruges. My husband...
Q3 2024 earnings are finally done – what have we learned?
Yay! The PLMish earnings season finally ended last week. Rather than recap each individual set of results, I thought I'd take a bigger-picture look: What have we learned over the last six weeks of earnings releases? Q3 earnings releases are usually unexciting since...
voxeljet to be acquired by Anzu Partners – unless a better deal comes up
The additive manufacturing world continues to consolidate: voxeljet just announced that it has provisionally agreed to sell its entire business to funds affiliated with Anzu Partners via an asset deal. Who? Anzu is an investment firm that manages about $1 billion in...
Emerson offers $240/share in cash to buy up rest of AspenTech
The PLMish news flow is just insane right now --still trying to get to a longer post about Siemens acquiring Altair-- and now this: Last night, AspenTech announced what I'd call middling results for its typically weak first quarter; more on that later. But they were...
It’s official: Siemens buys Altair for $10 billion
From Siemens: Siemens strengthens leadership in industrial software and AI with acquisition of Altair Engineering ... Siemens has signed an agreement to acquire Altair Engineering Inc., a leading provider of software in the industrial simulation and analysis market....
Synopsys + Ansys stalls in UK and South Korea
Yes, there's lots of earnings news to cover, but this just came across the inbox: the UK's Competition and Markets Authority (CMA) will be investigating Synopsys' proposed acquisition of Ansys because "the Transaction meets the requirements of section 96(2) of the...
MuM starts PLMish earnings on a strong, but mixed, note
Mensch und Maschine reported its July/August/September results a few days ago. If you recall, Mensch und Maschine is both an Autodesk reseller and a supplier of its own software. As of mid-September, Autodesk changed the rules for its European resellers: Rather than...
Super-quick: additive manufacturing consolidation, this time for real
Do you remember last year's kerfuffle about Nano Dimensions acquiring and then not acquiring Desktop Metal, which itself wanted to merge with Stratasys, and then 3D Systems entered the mix? It was a confusing series of non-events that kept promising to reshape the...
Synopsys to sell optical assets to Keysight (maybe)
Last night, Synopsys announced that it has agreed to sell its Optical Solutions Group (OSG) to Keysight Technologies. You may recall that Synopsys is in the process of seeking approval to acquire Ansys and that Keysight last year acquired ESI Group … Anyway, Synopsys...