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...
Cadence to buy BETA CAE for $1.24 billion

Cadence to buy BETA CAE for $1.24 billion

Cadence to buy BETA CAE for $1.24 billion Wow. Cadence just announced that it is buying all of the shares of BETA CAE Systems for –hold on– $1.24 billion in a cash (60%) and Cadence common stock (40%) deal. That’s a lot of money (IMHO, even for a...
Cadence to buy BETA CAE for $1.24 billion

Sandvik to acquire Cimquest, the CAM & 3DP reseller

Sandvik to acquire Cimquest, the CAM & 3DP reseller We interrupt space and earnings news to tell you about another acquisition: Sandvik has announced that it will acquire Cimquest, the largest Mastercam reseller. (Remember that Sandvik acquired CNC Software, the...
“Welcome to the Moon”

“Welcome to the Moon”

“Welcome to the Moon” Yesterday was SUCH a strange day. It started normally enough for a Thursday during earnings season: try to catch up on the earnings released the evening before — while answering emails about them and other recent doings. Oh, and all of the...
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI  Software — and what I want to know about Q1

Keysight+ESI = so far, so good

Keysight+ESI = so far, so good We’re deep into earnings season and getting a sense of where things stand. Most PLMish companies seem cautious about the near term, with more optimism about the second half of calendar 2024. I’ll try to do a recap soon, but today, I want...
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI  Software — and what I want to know about Q1

Nemetschek’s view: AEC is doing OK, thank you very much

Nemetschek’s view: AEC is doing OK, thank you very much Remember how the VAR results I wrote about yesterday showed some weakness in AEC? Like many things, that may be the case, but not for everyone. The Nemetschek Group just announced preliminary results for 2023...
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI  Software — and what I want to know about Q1

Dassault Systèmes reports Q4 2023, all in on subs

Dassault Systèmes reports Q4 2023, all in on subs Earnings season is in full flow, and it’s time to catch up. Sandvik and SAP told us that the December quarter was pretty good. Demand was better than expected; those projected economic slowdowns, the effects of...
Cadence to buy BETA CAE for $1.24 billion

Autodesk moves into proptech with AEC deals

Autodesk moves into proptech with AEC deals Autodesk announced last night that it will acquire partner company Payapps for an undisclosed amount. Payapps (aka GCPay in North America) makes a cloud-based solution that automates the payment process between general...
Welcome to 2024! Deal fever continues …

Welcome to 2024! Deal fever continues …

Welcome to 2024! Deal fever continues … I hope you were able to catch a little downtime over the year-end and that your 2024 is off to a great start. We had three winter storms in a week, lost power, shoveled a lot of snow — and are looking at more of the same...
May your 2024 …

May your 2024 …

… be filled with joy, health, and happiness! No, we haven’t had this much snow yet this winter — but it is a beautiful photo, no? From https://picryl.com/media/winter-snow-wintry-nature-landscapes-a30c59
AU 2023: Focus on platforms, granularity and AI

AU 2023: Focus on platforms, granularity and AI

AU 2023: Focus on platforms, granularity and AI Ah, Autodesk University. Thousands of people and too few escalators. Designers and makers and architects and construction teams, all in one place. Las Vegas, usually prettying itself up for holiday visitors at this time...
AVEVA World showcases connection of data, functions, people

AVEVA World showcases connection of data, functions, people

AVEVA World showcases connection of data, functions, people Let’s face it: AVEVA is fascinating. It started 50 years ago as a Cadcentre, a spinout from the UK’s Cambridge University. It was a sleepy tech company for a long time, then maybe 10 years ago, it got...
Nemetschek goes all in on dTwins

Nemetschek goes all in on dTwins

Nemetschek goes all in on dTwins When I was with Graphisoft last month, I had the chance to speak with Graphisoft CEO Huw Roberts and Nemetschek’s César Rodriguez about Nemetschek’s vision of the future, one in which its brands are better integrated (while remaining...