Siemens and Bentley further cement relationship — no acquisition
Siemens' analyst event hasn't started yet but we've already had 2 important announcements about its relationship with Bentley. One is business/financial and the other is ... product. BIG product. In the financial realm, Siemens and Bentley...
A quick refresher: cloud vs. subs
It seems many people are still confusing the buying mechanism and the delivery mechanism for today's software, so here's a quick recap: You can buy software in many ways, from a one-time payment for an app to an ongoing subscription, to purchasing a pool...
Autodesk’s FQ2 up by almost all measures
Autodesk last night announced results for the fiscal second quarter that surprised almost everyone: revenue of $612 million was up 22% over last year and handily beat analyst forecasts of around $600 million and the company's estimate of $585...
ANSYS says, oops, there weren’t as many of those deals
ANSYS announced results earlier this week, highlighted by a lot of big deals. In the company's prepared remarks it said this: For the second quarter, we had 35 customers with cumulative orders over $1 million, including one customer with cumulative...
Altair revenue up 17% in Q2 – wow
Q2 was awesome across the CAE landscape. First ANSYS reported solid performance due large deals and sales across its portfolio and now, Altair reports that total revenue was up 17% (17!!! -- we don't see that very often), with software revenue up 22% (even less...
ANSYS’ strong Q2 highlights portfolio effect
Note: This blog was written before ANSYS updated its prepared remarks, which lowered the number of big deals from 35 to 27 and the size of the largest from $30 million to $16 million. You can read about that here -- but none of the company's revenue, expense or...
In DS’ Q2, SOLIDWORKS was again the standout
I have been trying to get time to expand on this brief note, but the news is just coming too fast right now. Here is a summary of Dassault Systèmes' (DS) fiscal second quarter results, reported last week. Total revenue of €840 million was up...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms
Yesterday Siemens announced the acquisition of Mendix; today's news was fiscal third quarter earnings and a reorg. Tariffs came up early and often, as the uncertainty surrounding global trading frameworks affect many parts of Siemens' business....
Quickie: Hexagon acquires Guardvent for driver fatigue/distraction detection
Now this is interesting: Hexagon just announced that it has acquired Guardvant, maker of OpGuard, which is used to detect and respond to driver fatigue and distraction. OpGuard is currently used in the mining world, but I can imagine that it has broad...
Siemens acquires Mendix to accelerate MindSphere rollout
Siemens announced earlier today that it plans to acquire Mendix, a company that makes what is called a "low code" application development platform. If you program from scratch in Fortran (horrors), C, C++, C#, that's not low-code. Low-code is a...