


Hexagon’s 2020 showed sequential improvement — should continue in 2021
Hexagon’s 2020 showed sequential improvement — should continue in 2021 Continuing the earnings catchup, today we tune into Hexagon, the parent company of brands such as MSC Software, Leica, and PPM (fka Intergraph PPM). In all, 2020 was a mixed year for...
DS’s needle moved in 2020, mostly in life sciences — and SolidWorks is a billion-dollar brand!
DS’s needle moved in 2020, mostly in life sciences — and SolidWorks is a billion-dollar brand! Earlier this month, Dassault Systèmes (DS) reported results for its fourth quarter and, therefore, the full year of 2020. First a quick recap, then a bit about...
5 on a Friday: Rescale, Lectra+Gerber, Hexagon’s R-evolution, C3D Labs’ 2020 results, and SAP’s no-code acquisition
5 on a Friday: Rescale, Lectra+Gerber, Hexagon’s R-evolution, C3D Labs’ 2020 results, and SAP’s no-code acquisition It’s been a week. Let’s wrap it up with a few newsy tidbits that didn’t make it into full blog posts. Rescale, the...
Why so many CADs? And can I switch between them?
Why so many CADs? And can I switch between them? I am often asked, especially by people who are new to the CAD world, what the differences are between all of the CAD tools on the market. What’s the best? And what happens if I don’t like the product I...
Schneider Electric reports Q4, talks AVEVA
Schneider Electric reports Q4, talks AVEVA Schneider Electric reported Q4 results today — you can see them in full here — that also touched on how important AVEVA is to the overall product menu. A couple of nuggets from the press release and investor call...
ESI’s 2020 results show continued improvement
ESI’s 2020 results show continued improvement ESI yesterday announced preliminary results for its fiscal fourth quarter — and they show sequential improvement that leads CEO Cristel de Rouvray to moderate optimism for the year ahead. First, the results: In...
Lectra to buy Gerber Technologies
Lectra to buy Gerber Technologies This is big: Lectra has announced that it plans to acquire Gerber Technology for “an upfront payment of 175 million euros – through a combination of cash and debt – plus 5 million newly issued Lectra shares to … Gerber...
Siemens’ FQ1 saw solid contributions from EDA, Mendix but also PLM caution
Siemens’ FQ1 saw solid contributions from EDA, Mendix but also PLM caution Last week was a busy earnings week and we’re going to spend some time this week trying to catch up. First off, Siemens announced that its fiscal first-quarter (ended in December)...
Nemetschek closed out 2020 with “very positive” Q4
Nemetschek closed out 2020 with “very positive” Q4 Nemetschek released preliminary results for Q4 this morning and said that it “closed the fiscal year with a very positive fourth quarter” that enabled it to meet its raised annual target for...
5 on a Friday: Physna secures investment, AVEVA extends OSI timeline, SAP, AspenTech, and 3D printed organs
5 on a Friday: Physna secures investment, AVEVA extends OSI timeline, SAP, AspenTech, and 3D printed organs A busy, busy week. Here, a quick roundup of what I found interesting this week: Physna closed a $20 million Series B funding round led by Sequoia Capital....
PTC blew past forecasts in FQ1, raises guidance for year
PTC blew past forecasts in FQ1, raises guidance for year PTC reported results for its fiscal first quarter of 2021, ended December 31, 2020, last night — and they were pretty darned good. Before we get too excited, though, it’s important to note that...
Mostly OT: 5 on a Friday
I can’t remember the last time I did one of these –and perhaps they are totally not cool anymore, but then, neither am I. Here are 5 things that defined my week, including a couple of PLMish bits at the end: 1. The Inauguration, no surprise, was a big part...
Cadence to acquire NUMECA
Cadence to acquire NUMECA And the consolidation continues. Cadence announced this morning that it will acquire NUMECA, maker of the OMNIS CAE framework (though you probably know it for its FINE/Design3D optimization solution and its FINE/Marine virtual towing tank/CFD...
Totally OT: Honoring MLK
I wrote the piece below in 2014 and can’t believe how much has happened since then — and, but, how little progress we’ve made in making the world a more equal place. Dr. King’s message was simple: all people are created equal and it’s our...
Maybe the end to fiscal 2020 wasn’t so bad — SAP and AVEVA update
Maybe the end to fiscal 2020 wasn’t so bad — SAP and AVEVA update First things first: the lack of financial news in the PLMish world is encouraging. If the December quarter (meaning October+November+December) had been far below expectations, we would have...
3D Systems completes sale of Cimatron and GibbsCAM – and totally OT thoughts on what happened at the US Capitol
3D Systems completes sale of Cimatron and GibbsCAM – and totally OT thoughts on what happened at the US Capitol 3D Systems announced today that it completed the sale of Cimatron and GibbsCAM to “a subsidiary of ST Acquisition Co., an affiliate of Battery...
CGTech, Vericut now part of Sandvik
CGTech, Vericut now part of Sandvik I hope you had the opportunity to unwind and relax as 2020 came to a close. Let’s hope 2021 is a much kinder year! To start off the new year, a quick update: While we were pondering New Year’s Eve cocktails, Sandvik...
From our bubble to yours …
There’s no doubt: 2020 was hard. We made it this far, though, and look forward to meeting up with you in person in a 2021 that’s better in every way!