DS’ Q4 blows past expectations; CEO doesn’t see AVEVA & CD-adapco as credible acquisitions
When Dassault Systèmes (DS) reports results, there’s a blizzard of information to wade through, all carefully orchestrated to lead the reader to the desired conclusion: that DS is a healthy, growing business with activities on many fronts contributing to long-term...
ESI buys Mineset big data analytics from SGI
ESI today announced that it is acquiring Mineset Inc., a big data visual analytics and machine-learning specialist, from SGI. [Recall that ESI acquired OpenCFD Ltd, owner of the OpenFOAM Trademark, from SGI in 2012. -- Ed.] Mineset bills itself as "beautiful, simple,...
Trimble acquires Sefaira’s cloud analytics for building design
Trimble continues to build out its design capabilities, announcing today that it is acquiring Sefaira Ltd., which develops cloud-based analytical tools for the architectural market. Sefaira's Architecture, Strategy and Systems modules enable designers using Autodesk's...
No surprise: Autodesk announces restructuring
You probably saw this coming: a company used to operating on a perpetual license model isn't, financially, the same as one that relies on subscriptions. Different cash flows, and cash flows are what pay people, rent and utilities. So, today, Autodesk announced a...
Earnings quickie: Nemetschek beats even revised targets
I'm at SolidWorks World, so this has to be quick: Nemetschek today announced preliminary results for Q4 and 2015 that showed its momentum continued into the fourth quarter. Total revenue for the year was €285 million, exceeding both original and revised (upwards)...
PTC takes a look, clarifies IoT+CAD+PLM+VR+SLM vision
PTC last week rolled out its vision for the augmented reality-enabled enterprise: access to all sorts of data related to an object, served out on tablets, watches, phones and other devices, with the specifics of the data tailored to the needs of the user. This vision...
Q&A Tuesday: It’s not all about CD-adapco
... though most of your questions over the last two days have been focused on CD-adapco and Siemens PLM. There is other news out there worth your consideration. First, keeping to the CAE theme: SIMSOLID (about which I'll write more thoughtfully soon) announced today...
Siemens CEO says CD-adapco is a perfect fit
I put up a quick blog post yesterday about the planned acquisition of CD-adapco by Siemens and added more info to it as the day went along — please check back there for initial thoughts — but wanted to do a separate update today. Siemens held its December-quarter...
Siemens snaps up CD-adapco for a cool $1 billion
The rumors are finally confirmed: Siemens PLM is acquiring CD-adapco for $970 million. For those keeping track, that's about a 5x revenue multiple. ADDED after this blog was first published at around 2PM ET on 25 January 2015 because people were asking for a bit more...
PTC’s Q1 shows people like subs — more than PTC thought
A one-word recap of PTC's fiscal first quarter earnings release: subscriptions. People really like them! That's messing with the rest of the finances (that whole ratable-over-the-life versus big-payment-upfront thing) and PTC's comments still focus almost...