DS starts PLMish earnings on a down note
And here we go—it’s the start of the third calendar quarter, which means we’ll hear from the publicly traded PLMish companies about how the second quarter went and what they expect for the rest of 2025. I admit, I didn’t see this one coming since general trends had...
Autodesk’s FQ1 overshadowed by accounting – but it was actually really good
Before we get into it: I titled my last blog about Autodesk’s earnings “Nothing to see here” — meaning, literally, nothing to see here, since Autodesk said its accounting review led them to conclude that nothing needed to be restated in any financial statements it had...
Nemetschek to acquire GoCanvas for over USD700 million
Deal news is flowing fast right now … Today, the Nemetschek Group announced that it will acquire the shares of GoCanvas Holdings, a US-based company that makes field worker collaboration solutions -- so, on a construction site. GoCanvas connects the job site on one...
Tech Soft 3D adds Theorem to its portfolio
Tech Soft 3D just announced that it's buying Theorem Solutions, makers of advanced CAD data translators and publishing tools. I'm most recently aware of their Theorem XR, which builds on their 30 years of repurposing 3D data via translators and publishing tools. At a...
Autodesk: everything is fine; nothing to see here
A quick update since so many of you have asked: On Friday, Autodesk said it had concluded its investigation into free cash flow and operating margin calculations and that there would be no restatement or adjustment of any previously released financial statements. In...
So much news: acquisitions, divestitures, non-deals and an appreciation
Last week, I was in the Cotswolds in England. It was gorgeous; I’ll tell you more about it some other time — but, oh my goodness, the PLMish world kept going! Yes, there’s lots of earnings news, much of which isn’t the most upbeat, but we also have other things to...
Even Siemens’ hardware is going software
Last month, I spent a few days with Siemens at its Karlsruhe facility, home to the Process Automation division (as well as a canteen, manufacturing plant, and I don’t know what else—it’s a massive complex where thousands of people work). Here’s what I learned during...
Bentley goes Blyncsy for AI
(Sorry - I’m truly terrible at headlines.) Do you remember // did you listen to Bentley’s Q4 earnings call? CEO Greg Bentley was very excited about the potential of the company’s asset analytics offerings, specifically its 2023 acquisition of Blyncsy. You may remember...
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI Software — and what I want to know about Q1
The earnings news cycle is about to kick off again, and I owe you a recap of what we learned about the December quarter. I always start these earnings seasons with high hopes and a plan to get out timely recaps … and every quarter, something derails me. So let’s recap...
Catchup: Bentley gets a new CEO, Francisco acquires Jama, JDM buys Penta and STRUXI, Stratasys snaps up Arevo’s IP, Synopsys+Ansys still a go
Happy Spring! While you've been out gathering daffodils (not us - we had snow last weekend here in New England), the PLMish world has kept up a steady stream of news. In no particular order, Bentley Systems announced that Nicholas Cumins will become CEO as of 1 July...