Respond. Reset. Reimagine.

Respond. Reset. Reimagine.

I’ve been talking to a lot of people about how Covid-19 has affected their work lives–often inseparable from their home lives, given the sudden explosion of home offices and homeschooling–and it generally comes down to these three phases. First, we...
AVEVA enters fiscal 2021 betting on digitalization

AVEVA enters fiscal 2021 betting on digitalization

AVEVA enters fiscal 2021 betting on digitalization As foreshadowed back in April, AVEVA today reported revenue of £834 million up 9% (and up 7% on an organic, constant currency basis, cc). CEO Craig Hayman and Deputy CEO/CFO James Kidd gave a lot of great, additional...
Bentley buys voice-based construction app maker

Bentley buys voice-based construction app maker

Bentley buys voice-based construction app maker Bentley Systems just announced that it has acquired NoteVault, which makes voice-based solutions for construction management. Start NoteVault on your mobile device, speak into it, and the app’s...
Stratasys announces a 10% workforce reduction

Stratasys announces a 10% workforce reduction

Stratasys announces a 10% workforce reduction I just put up the post about no PLMish layoffs — and Stratasys puts out a press release that says that it will cut its global workforce by about 10%, mostly before the end of June and all by the end of the summer....
Q1 2020 earnings are done –phew– what did we learn?

Q1 2020 earnings are done –phew– what did we learn?

Q1 2020 earnings are done –phew– what did we learn? Well, that’s a wrap. All PLMish companies have announced earnings, and it’s time to look back, summarize and look ahead. Writers call that a through-line, finding the theme that unifies a...

Totally OT: Cocktails, curators, The Frick

I’ve told you before that my favorite museum in the world is The Frick Collection, in New York. I’m late to the party but just discovered that they’re hosting a YouTube series on Friday afternoons, at 5 PM ET, where a curator talks about a major...
AVEVA enters fiscal 2021 betting on digitalization

European AEC software: surprisingly strong Q1

European AEC software: surprisingly strong Q1 Autodesk, the Big Daddy of AEC, reports Q1 results tomorrow so it’s time to play catchup on the earnings of its public competitors. Bentley, the #2 player in AEC, is not saying anything publicly right now because it...
Bentley buys voice-based construction app maker

Quickie: Rockwell completes Kalypso acquisition

Quickie: Rockwell completes Kalypso acquisition Rockwell Automation just completed the acquisition of Kalypso that it announced back in February. Kalypso is a PLM consultancy that often works with PTC products; Rockwell bought $1 billion of PTC’s shares and is a...
AVEVA enters fiscal 2021 betting on digitalization

What we learned: IBM, SAP and MuM report CQ1

What we learned: IBM, SAP and MuM report CQ1 As I noted yesterday we’re starting to get into earnings season for software companies and, as expected, the news is mixed. If you want details, go here for details on IBM’s quarter, here for SAP, and here for...
How you can help: lend your compute power to Folding@Home

How you can help: lend your compute power to Folding@Home

How you can help: lend your compute power to Folding@Home Here’s one that requires literally no effort on your part, after you download the app to your PC tower: Lend your CPU and GPU to scientists who are trying to discover how to block the Coronavirus from...
AVEVA enters fiscal 2021 betting on digitalization

SAP pre-announces, still sees growth for 2020

SAP pre-announces, still sees growth for 2020 SAP became the latest company in our PLMish universe to pre-announce results for the quarter ended March 31, and offer some glimpses into how other companies may have fared — and to what the rest of 2020 may hold....
How you can help: Join MIT’s Beat the Pandemic hackathons

How you can help: Join MIT’s Beat the Pandemic hackathons

Just over the transom: MIT is hosting two hackathons THIS WEEKEND to tackle specific problems related to the COVID-19 epidemic. They’re calling this Beat the Pandemic, and say that The Challenge is a 48-hour sprint beginning on Friday afternoon (4/3) and ending...