It’s a wrap: A recap of PTC Liveworx 2023
It’s a wrap: A recap of PTC Liveworx 2023 Big user events are back! PTC’s Liveworx filled the Boston Convention Center, a full 12-minute walk from end to end. We had Creo users, Windchill admins, Codebeamer coders, Vuforia wizards, Servigitics partners,...
Ansys acquires Diakopto, adding to its IC simulation arsenal
Ansys acquires Diakopto, adding to its IC simulation arsenal I’m missing a Vuforia party, so this will be brief: Ansys just announced that it will acquire Diakopto, maker of integrated circuit (IC) simulation solutions — specifically, to find problems...
LiveWorx, the preview (notes from day 0)
LiveWorx, the preview (notes from day 0) I loved set-up time at Daratech conferences. I would stand on a balcony or walkway and watch it all come together on the exhibit floor below me. Vendors building their booths, the service people laying down cables and bringing...
Digital Twins, Threads, and Tapestries – oh my
Digital Twins, Threads, and Tapestries – oh my A couple of weeks ago, I attended the CIMdata PLM Road Map & Eurostep PDT North America 2023 event in Washington DC and, I’ve got to say, it was terrific. A great speaker lineup, high-level content, vendor...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts Hexagon reported results this morning — and they tell a different story of the environment in China. Read on. Total revenue in Q1 was €1287...
PTC’s ramp deals: “nothing but goodness” in a solid FQ2
PTC’s ramp deals: “nothing but goodness” in a solid FQ2 PTC reported results last night that were quite good, though a lot of what interests me (at any rate) is buried inside unhelpful product buckets. When PTC says “CAD” in these earnings...
Dassault Systèmes wobbles on license, otherwise good Q1
Dassault Systèmes wobbles on license, otherwise good Q1 Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased...
PLMish earnings start strong, with good news from MuM and Sandvik
PLMish earnings start strong, with good news from MuM and Sandvik Two reports start us off this earnings season: Mensch und Maschine, the Autodesk reseller, and Sandvik, the Swedish company buying its way into CAM. First, MuM. Mensch und Maschine Software reported...
From poet Kate Baer: What to Write After Yet Another School Shooting
It’s been a ridiculously busy week, but I can’t get the Nashville school shooting off my mind. This, from poet Kate J Baer via https://www.instagram.com/p/CeOfd76uKep/, says what I can’t. We’ll be back to PLMish news next week, I hope. If you happen...
Happy Pi Day!
Happy Pi Day! Have I ever told you my butter ruler story? No? Well … In the US, butter typically comes in sticks wrapped in wax paper. The paper usually has the maker’s logo, the stick’s weight and a magical butter ruler. We (in the US) do things...
Nano Dimension offers to buy rest of Stratasys
Nano Dimension offers to buy rest of Stratasys Nano Dimension just announced that it wants to buy the 85% or so of Stratasys shares it doesn’t already own for about $1.1 billion. You might remember that Nano Dimension disclosed a 12% stake in Stratasys last...
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble There has been so much earnings news –generally good retrospectively with varying degrees of caution looking ahead– that I’ve lost sight of one of the...
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023 Dassault Systèmes recently reported Q4 2022 revenue of €1,584 million, up 16% as reported and up 10% in constant currencies (cc). Software revenue was €1,429 million, up 15% (up 9%...
Earnings catch up: Siemens reports FQ1, ups DI growth targets
Earnings catch up: Siemens reports FQ1, ups DI growth targets Siemens recently announced upbeat results for its fiscal first quarter — so good, in fact, that the company raised guidance for Digital Industries (DI) and Smart Infrastructure and, as a result, for the...
Nemetschek hits 2022 revenue target — just
Nemetschek hits 2022 revenue target — just Nemetschek announced preliminary results for fiscal 2022 earlier today, indicating that business slowed slightly in Q4. For 2022, the company reported revenue of €802 million, which means Q4 revenue of €203 million...
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 …...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news Tech earnings start piling up this week, so before we drown under news from Meta, Apple, Amazon, and others — and PTC and Dassault Systemes in our...
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...
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...
