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...
nTop secures investment from NVIDIA’s NVentures
(Yes, many Ns, but that's actually correct spelling and capitalization.) nTop, fka nTopology, just announced that it has received an unspecified investment from NVIDIA's venture capital arm, NVentures. The companies say these funds will be used to integrate NVIDIA's...
Bentley acquires Cesium to iTwin 3D GIS workflows
I am still trying to get caught up on earnings digests, but this just jumped to the head of the queue: Bentley Systems just announced that it had acquired Cesium, makers of a very cool platform for creating (and using) geospatial applications; its 3D Tiles is a de...
A wander through PLMish earnings so far
This has been an unusually long and somewhat fraught earnings season. We started with Dassault Systèmes' preannouncement, wandered through the drama around Autodesk's delayed publication of its fiscal 2024 (ended 31 January) annual report and subsequent Q1 filings...
Super-quick: Renesas completes Altium acquisition
Renesas announced yesterday that it had completed the AUS$9.1 billion (Yen 887.9 billion; US$6 billion or so) acquisition of Altium and that Altium is now a Renesas subsidiary. In announcing the closing, Renesas CEO Hidetoshi Shibata said, "The integrated and open...
Hexagon reports flat Q2 2023, looks ahead to economic recovery
Last week, Hexagon reported Q2 total revenue of €1,353 million, flat year/year, amid global weakness in the construction sector and slowing investments in automotive, affecting sales of sensing and robotic systems. Bright spot? Mining in Latin America. The company...
PLMish earnings update: Nemetschek, Cadence, SAP all hold steady
The first real week of PLMish earnings went reasonably well. Dassault Systèmes gave more detail on the disappointing news from a few weeks ago but didn’t fundamentally change anything. Hexagon saw a "challenging demand environment", with overall revenue down 1% to...