Happy Thanksgiving!
It's a crazy time here in the US. Tomorrow, we celebrate the fact that immigrants came to North America and survived, yet our politicians are talking about not admitting new immigrants (and never mind all of the fallacies in the original Thanksgiving story)....
Autodesk and ZWSoft settle IP suit
Autodesk and ZWSoft, maker of ZWCAD, just announced that they have settled their dispute over who improperly used what intellectual property (IP). According to Autodesk, ZWSoft "discovered that an employee had ... improperly used AutoCAD intellectual property...
AVEVA H1 results show possible bounceback
AVEVA announced results for the first half of its fiscal 2015/2016 fiscal year that aren't nearly as bad as some had suggested, given the company's weighting towards upstream oil and gas. Lots more after I have a chance to listen to the earnings call replay, but:...
#YII2015 serves up clouds, photos, the IoT and more
Bentley's Year in Infrastructure (YII) conference is BIG by just about every measure. It's 800ish people, drawn together to discuss the most complex infrastructure engineering challenges in the world. The venue is big, covering nearly 1/2 mile,...
ANSYS Q3 near top of guidance; sees 9% growth in 2016
ANSYS just announced that GAAP-basis revenue in Q3 was $238 million, up 2% as reported and up 9% in constant currencies -- and near the top end of its earlier guidance. Software license revenue was $140 million, flat year/year as reported, while Maintenance...
FARO revenue down, CEO departing
It's been a tough couple of weeks for reality computing companies, as first Stratasys announced a marked slowdown in demand for its MakerBot prosumer offerings, then 3D Systems CEO Avi Reichenthal left under what sound like contentious circumstances -- and,...
TRMB, AZPN report results; Bentley doesn’t
I’m at Bentley Systems’ Year in Infrastructure event in London, so it seems appropriate to look at recent AECish earnings. You may recall that Bentley said it filed with the US Securities and Exchange Commission for an initial public offering of its...
#SEU15: Invention and drawings
The theme for the latest Solid Edge release, ST8, is “Design Without Boundaries”. I don’t think the team at Siemens could have predicted how wildly appropriate it would be at this year’s Solid Edge University (SEU). SEU is a typical user event: a lot of tactical...
Bluebeam, new product releases lift Nemetschek
Nemetschek continues to rack up impressive growth, reporting that revenue was up 38% in Q3 to €71 million (33% in constant currencies), with the Bluebeam acquisition contributing €11 million. Organic growth, therefore, was 17% (12% to 13% in constant...
Autodesk expands into CPQ with Configure One acquisition
Autodesk just announced that it has acquired Configure One for its Configure, Price, and Quote (CPQ) offering, eponymously named Configure One. [Sorry to use configure 3 times in 1 sentence.] This is a big deal, as configure-to-order becomes more important in...