How your tech skills can help in the pandemic

How your tech skills can help in the pandemic

How your tech skills can help in the pandemic The world may be a sucky place right now, but people are (mostly) awesome. Protocol just published a list of projects that can use your/my/everyone’s tech wizardry. That inspired me to go through my inbox and pick...
PTC’s FQ1 was good, but macroeconomic worries loom

PTC’s FQ1 was good, but macroeconomic worries loom

PTC’s FQ1 was good, but macroeconomic worries loom PTC announced fiscal Q1 2023 results last night that were better than expected in some areas. Profit was up but not as much as expected, and ARR was bigger than expected even though growth slowed a bit …...
PTC’s FQ1 was good, but macroeconomic worries loom

Super quick: Hexagon preannounces because of data breach

Super quick: Hexagon preannounces because of data breach Almost every earnings season, someone asks why companies preannounce, and I reply that it’s usually to make sure no ethics violations can occur. Earnings info is usually considered market-moving so if a...
PTC’s FQ1 was good, but macroeconomic worries loom

Sandvik’s Q4 2022 knocked expectations out of the park

Sandvik’s Q4 2022 knocked expectations out of the park Sandvik started the PLMish reporting season with a bang, reporting Q4 2022 results that beat expectations in nearly all instances. (Note that Sandvik doesn’t give exact guidance, so the numbers that were...
It’s finally done: Schneider Electric owns AVEVA

It’s finally done: Schneider Electric owns AVEVA

It’s finally done: Schneider Electric owns AVEVA And so we have the final episode of this saga: AVEVA shares are no longer being traded on the London Stock Exchange today as the final step in the sale of AVEVA to Schneider Electric. The last trades yesterday put...
It’s finally done: Schneider Electric owns AVEVA

Ansys continues buildout, acquires Rocky DEM

Ansys continues buildout, acquires Rocky DEM First off, happy new year! May 2023 bring you happiness and health! Ansys wins the prize for the first-announced deal of 2023, saying that it had acquired Rocky DEM and its developer and support teams from long-time channel...
May the new year …

May the new year …

… be filled with health, happiness, joy, and success. It’s almost time for a lovely winter nap — and perhaps some frolicking in the snow if that big storm materializes — but first, we’d like to thank you for an amazing 2022. See you in...
YII 2022: Bentley’s evolution nudges a data revolution

YII 2022: Bentley’s evolution nudges a data revolution

YII 2022: Bentley’s evolution nudges a data revolution Earlier this month, I was lucky enough to attend the 2022 edition of Bentley Systems’ Year in Infrastructure. While much was similar to prior years’ in-person YIIs, a lot was different. There was certainly the...
Happy Thanksgiving!

Happy Thanksgiving!

Happy Thanksgiving! It’s been a frantic Fall, so it’s lovely to feel things slowing down this week. In the US, Thanksgiving Thursday is about food, family, friends, and being grateful for the bounty in our lives. My list of things to be thankful for is...
It’s finally done: Schneider Electric owns AVEVA

Super quick: PTC to acquire ServiceMax for $1.5 billion

Super quick: PTC to acquire ServiceMax for $1.5 billion PTC just announced that it will acquire ServiceMax in a $1.46 billion deal that’s expected to close in January. You’ve probably heard of ServiceMax; they offer field service management solutions in...
4 on a Saturday: travel catchup edition

4 on a Saturday: travel catchup edition

4 on a Saturday: travel catchup edition I’ve been AWOL the last two weeks, walking the length of the Kennet and von canal in England. Amazing engineering, water control in a place where rain is a given … and beautiful countryside. More on that at some point....
PTC’s FQ1 was good, but macroeconomic worries loom

2 on a Wednesday: Earnings from Hexagon and Nemetschek

2 on a Wednesday: Earnings from Hexagon and Nemetschek Hexagon and Nemetschek reported results late last week, and I just couldn’t get to them — so here are quick recaps. Hexagon reported total net sales in Q3 of €1,317 million, up 22% as reported and up 7% on an...
PTC’s FQ1 was good, but macroeconomic worries loom

ESI’s Q3 shows subs transition ahead of plan

ESI’s Q3 shows subs transition ahead of plan You might recall that ESI held its Live event in September. That was customer-focused, where presenters talked about how the auto, aero, and heavy industries use ESI products to design better and faster. The week...
AU 2022: a joyous in-person extravaganza

AU 2022: a joyous in-person extravaganza

AU 2022: a joyous in-person extravaganza Last month, Autodesk held its first Autodesk University (AU) in person since the whole COVID drama began. It was both a very familiar event and completely new. New: New Orleans instead of Las Vegas! Being handed a COVID test...