Ansys has a solid Q1 but ACV concerns drag down the stock price
Ansys has a solid Q1 but ACV concerns drag down the stock price Ansys reported Q1 results yesterday that were both good and not-so good –are you seeing a pattern here? PTC and ESI also reported mixed news, with positive Q1 results tamped down by uncertainty...
ESI turns the corner, back to growth in Q1
ESI turns the corner, back to growth in Q1 Catching up on more earnings announcements. Last week, ESI Group reported Q1 revenue of €55.5 million, up 1% as reported and up 4% in constant currencies. ESI has been reinventing itself and first issued guidance to investors...
Hexagon continues to improve; Q1 revenue up 10%
Hexagon continues to improve; Q1 revenue up 10% Hexagon reported results last week that were surprisingly good and that –remember that Hexagon doesn’t itself issue guidance– beat analyst consensus. The details: Total revenue in Q1 was €978 million,...
PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone
PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone PTC reported results last week that were both good and worrisome. The details, then what I think it might mean: Total revenue in PTC’s fiscal Q2 2021 was $462 million, up 28% as reported...
Quickie: Bentley acquires for iTwin offering
Quickie: Bentley acquires for iTwin offering Bentley just announced that it is acquiring sensemetrics and Vista Data Vision, both of which make software for Internet of Things (IoT) applications targeted at infrastructure use cases. Bentley says the companies will...
DS’s Q1 beat expectations on mainstream strength
DS’s Q1 beat expectations on mainstream strength Dassault Systèmes reported results for its fiscal first quarter today. There’s a lot to unpack, so let’s get to the details: Total revenue of €1173 million was up 3% as reported and up 9% in constant...
Quickie: Siemens adds TimeSeries to Mendix
Quickie: Siemens adds TimeSeries to Mendix A busy day just got busier: Siemens Digital Industries Software just announced that it will acquire TimeSeries, which helps partners and customers build industry-specific low-code apps on its Mendix platform. According to...
Bentley acquires Nadhi for project controls, focus on India
Bentley acquires Nadhi for project controls, focus on India Bentley Systems just announced that its Acceleration Initiatives business has acquired India-based Nadhi Information Technologies, a “specialist in project controls, analytics, and decision support for...
AVEVA’s F2021 basically flat — but optimistic about AVEVA+OSI future; CEO Hayman stepping down
AVEVA’s F2021 basically flat — but optimistic about AVEVA+OSI future; CEO Hayman stepping down As you know, Schneider Electric (SE) owns a majority of AVEVA shares, so when Schneider announces results they usually say something about AVEVA’s results....
MuM announced a “pleasing start” to 2021
MuM announced a “pleasing start” to 2021 Get ready — PLMish earnings really crank up this week. We’re off to a good start, with MuM announcing last week that sales aren’t yet at pre-pandemic levels but were, even so, good. MuM, more...
GRAITEC + StrucSoft boosts independence & readiness for modern AEC build
GRAITEC + StrucSoft boosts independence & readiness for modern AEC build I often write about Germany’s Mensch und Maschine (MuM). MuM is an Autodesk reseller and a software developer in its own right; I’ve been covering their quarterly earnings...
Aras secures investment from GI Partners
Aras secures investment from GI Partners Given all of the recent PLMish acquisition news, it’s natural to ask: what about Aras? Turns out, it’s going to continue to go it alone — at least for now. Aras just announced that it has reached an agreement...
Siemens adds to IC verification offering with the acquisition of OneSpin
Siemens adds to IC verification offering with the acquisition of OneSpin There was one more deal yesterday, that I just couldn’t get to: Siemens is adding to its IC verification portfolio with the acquisition of OneSpin Solutions from Azini Capital. OneSpin,...
Pointwise acquired by Cadence
Pointwise acquired by Cadence It’s getting hard to keep up! Just in, an email from Pointwise, the CAE meshing experts: We are happy to report today that Pointwise, Inc. is being acquired by Cadence Design Systems, Inc. (Nasdaq: CDNS), a pivotal leader in...
Autodesk to acquire Upchain PLM
Autodesk to acquire Upchain PLM Super quick: Autodesk just announced that it will acquire Upchain, maker of cloud-based PLM and PDM solutions. The acquisition price wasn’t disclosed but it appears that the companies expect the transaction to close by July 31,...
Bentley adds to its digital cities offering with INRO deal
Bentley adds to its digital cities offering with INRO deal Bentley Systems just announced that it has acquired INRO Software, a maker of transportation planning, traffic simulation, and mobility visualization solutions. You may recall that Bentley has already acquired...
Siemens weighs in on 2020 and 2021 — and is optimistic
Siemens weighs in on 2020 and 2021 — and is optimistic Last month, I was fortunate enough to speak with Tony Hemmelgarn, CEO Siemens’ Digital Industries Software division. Mr. Hemmelgarn oversees much of what we think of as Siemens’ PLM business,...
Shapr3D: Cool CAD on an iPad (and now, macOS too)
Shapr3D: Cool CAD on an iPad (and now, macOS too) You probably don’t know this about me, but I used to be really good at CAD. A long time ago, after the advent of the PC but before Bitcoin. I used to demo CAD in some of my product management roles. Still, stone...
