Construction BIM heats up, Procore acquires BIManywhere

Construction BIM heats up, Procore acquires BIManywhere

The key to this acquisition is in the name of the company being acquired: anywhere. Procore makes cloud-based applications for the construction industry, offering a single platform that enables project stakeholders to share information. BIM, building information...
Getting started with Generative Design

Getting started with Generative Design

I get so many questions about technology directions, from people who want to know what to learn to get that next job, from companies that want to be sure they’re not on the bleeding edge but also not falling behind, from investors who want to know what a...
Big changes afoot at ESI, even as H1 was so-so

Big changes afoot at ESI, even as H1 was so-so

ESI recently released half-year results in an announcement that was packed with big news. The biggest: ESI co-founder and CEO Alain de Rouvray will step aside in the new year, as ESI’s board has appointed his daughter Cristel de Rouvray as CEO, effective...
Siemens closes Mendix acquisition — here’s why it matters

Quick update on Aras + Comet: free means free

Yesterday, Aras announced that it has acquired Comet Solutions, to add simulation data and process management to its PLM platform. One of the intriguing things in the announcement was that Comet would be free to all subscribers. I didn’t see how that was...
Autodesk #XLR8s its way to Fusion

Autodesk #XLR8s its way to Fusion

Autodesk #XLR8s its way to Fusion (Sorry – really bad hashtag-based pun. XLR8 = Accelerate, and the complete hashtag for the event was ##XLR8Fusion.) Autodesk’s first Accelerate event happened when PLM 360 was oh-so-new. Autodeskers, VARs and early...
Siemens to acquire Lightwork Design

Siemens to acquire Lightwork Design

In transit, so this has to be brief: Siemens just announced that it is acquiring Lightwork Design — the people you likely know for their gorgeous rendering software, Lightworks. Siemens says that this type of realistic imaging will “help customers address...
Totally OT: #MVGasFire

Totally OT: #MVGasFire

First, to all of you who reached out to check on me and my family: thank you. We are fine, in our home and sustained no damage. But it’s been an interesting ride. Many people remain in shelters, one person has died and dozens were hurt. But not us. We were...
Siemens closes Mendix acquisition — here’s why it matters

Quickie: Nemetschek acquires MCS Solutions for building ops

Really quickly, since I’m at the Siemens analyst event: Nemetschek just announced that it has acquired MCS Solutions. maker of building management solutions. MCS Solutions currently serves over 1.5 million active users in over 60 countries, across private and...
A quick refresher: cloud vs. subs

A quick refresher: cloud vs. subs

It seems many people are still confusing the buying mechanism and the delivery mechanism for today’s software, so here’s a quick recap: You can buy software in many ways, from a one-time payment for an app to an ongoing subscription, to purchasing a pool...
Big changes afoot at ESI, even as H1 was so-so

Autodesk’s FQ2 up by almost all measures

Autodesk last night announced results for the fiscal second quarter that surprised almost everyone: revenue of $612 million was up 22% over last year and handily beat analyst forecasts of around $600 million and the company’s estimate of $585 million. Autodesk...
ANSYS says, oops, there weren’t as many of those deals

ANSYS says, oops, there weren’t as many of those deals

ANSYS announced results earlier this week, highlighted by a lot of big deals. In the company’s prepared remarks it said this:   For the second quarter, we had 35 customers with cumulative orders over $1 million, including one customer with cumulative orders...
Big changes afoot at ESI, even as H1 was so-so

Altair revenue up 17% in Q2 – wow

Q2 was awesome across the CAE landscape. First ANSYS reported solid performance due large deals and sales across its portfolio and now, Altair reports that total revenue was up 17% (17!!! — we don’t see that very often), with software revenue up 22% (even...
Big changes afoot at ESI, even as H1 was so-so

ANSYS’ strong Q2 highlights portfolio effect

Note: This blog was written before ANSYS updated its prepared remarks, which lowered the number of big deals from 35 to 27 and the size of the largest from $30 million to $16 million. You can read about that here — but none of the company’s revenue,...
Big changes afoot at ESI, even as H1 was so-so

In DS’ Q2, SOLIDWORKS was again the standout

I have been trying to get time to expand on this brief note, but the news is just coming too fast right now. Here is a summary of Dassault Systèmes’ (DS) fiscal second quarter results, reported last week. Total revenue of €840 million was up 4% as reported and...
Big changes afoot at ESI, even as H1 was so-so

Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Yesterday Siemens announced the acquisition of Mendix; today’s news was fiscal third quarter earnings and a reorg. Tariffs came up early and often, as the uncertainty surrounding global trading frameworks affect many parts of Siemens’ business. Lack of...