Catching up: AspenTech+Emerson, 3D printing, Geomagic

Catching up: AspenTech+Emerson, 3D printing, Geomagic

Catching up: AspenTech+Emerson, 3D printing, Geomagic I’ve been neck-deep in earnings news lately —need to find the time to post longer recaps of PLMish ones— and the general sentiment isn’t too upbeat. Nothing horrible, but a lot of spending sounds like...
Super Quick: Sandvik snaps up 3 more CAM resellers

Super Quick: Sandvik snaps up 3 more CAM resellers

Super Quick: Sandvik snaps up 3 more CAM resellers Sandvik just announced that it has acquired ShopWare, MCAM Northwest and the CAD/CAM solutions business line of OptiPro Systems. All three are US-based Mastercam resellers and bring to five the total of resellers...
Super Quick: Sandvik snaps up 3 more CAM resellers

Emerson to buy rest of AspenTech

Emerson to buy rest of AspenTech Surprising … well, no one … Emerson announced today that it will acquire all outstanding shares of AspenTech for $265.00 per share in an all-cash offer. Emerson already owns roughly 57% of shares, so this will be quite a large cash...
Many newsy bits on a Thursday: deals and earnings, oh my!

Many newsy bits on a Thursday: deals and earnings, oh my!

Many newsy bits on a Thursday: deals and earnings, oh my! What did I see this morning? We’re not even at the end of January, and it already feels like a very long year … something like that. You too? We’ll get through it together! While the wider world...
Wishing you and yours …

Wishing you and yours …

… a holiday season as calm as an afternoon when all meetings are canceled. Thank you for your emails, comments, briefings, and questions. It was an honor to work with you in 2024 — let’s do it again in 2025! Above is the beautiful Belgian city of Bruges....
Super Quick: Sandvik snaps up 3 more CAM resellers

It’s official: Siemens buys Altair for $10 billion

It’s official: Siemens buys Altair for $10 billion From Siemens: Siemens strengthens leadership in industrial software and AI with acquisition of Altair Engineering … Siemens has signed an agreement to acquire Altair Engineering Inc., a leading provider of...
Super Quick: Sandvik snaps up 3 more CAM resellers

Synopsys + Ansys stalls in UK and South Korea

Synopsys + Ansys stalls in UK and South Korea Yes, there’s lots of earnings news to cover, but this just came across the inbox: the UK’s Competition and Markets Authority (CMA) will be investigating Synopsys’ proposed acquisition of Ansys because...
Q3 2024 earnings are finally done – what have we learned?

MuM starts PLMish earnings on a strong, but mixed, note

MuM starts PLMish earnings on a strong, but mixed, note Mensch und Maschine reported its July/August/September results a few days ago. If you recall, Mensch und Maschine is both an Autodesk reseller and a supplier of its own software. As of mid-September, Autodesk...
Super Quick: Sandvik snaps up 3 more CAM resellers

Synopsys to sell optical assets to Keysight (maybe)

Synopsys to sell optical assets to Keysight (maybe) Last night, Synopsys announced that it has agreed to sell its Optical Solutions Group (OSG) to Keysight Technologies. You may recall that Synopsys is in the process of seeking approval to acquire Ansys and that...
nTop secures investment from NVIDIA’s NVentures

nTop secures investment from NVIDIA’s NVentures

nTop secures investment from NVIDIA’s NVentures (Yes, many Ns, but that’s actually correct spelling and capitalization.) nTop, fka nTopology, just announced that it has received an unspecified investment from NVIDIA’s venture capital arm, NVentures....
Bentley acquires Cesium to iTwin 3D GIS workflows

Bentley acquires Cesium to iTwin 3D GIS workflows

Bentley acquires Cesium to iTwin 3D GIS workflows I am still trying to get caught up on earnings digests, but this just jumped to the head of the queue: Bentley Systems just announced that it had acquired Cesium, makers of a very cool platform for creating (and using)...
nTop secures investment from NVIDIA’s NVentures

A wander through PLMish earnings so far

A wander through PLMish earnings so far This has been an unusually long and somewhat fraught earnings season. We started with Dassault Systèmes’ preannouncement, wandered through the drama around Autodesk’s delayed publication of its fiscal 2024 (ended 31...
Super Quick: Sandvik snaps up 3 more CAM resellers

Super-quick: Renesas completes Altium acquisition

Super-quick: Renesas completes Altium acquisition Renesas announced yesterday that it had completed the AUS$9.1 billion (Yen 887.9 billion; US$6 billion or so) acquisition of Altium and that Altium is now a Renesas subsidiary. In announcing the closing, Renesas CEO...
Super quick schnitgercorp.com RSS update

Super quick schnitgercorp.com RSS update

Super quick schnitgercorp.com RSS update Do you still use RSS, Real Simple Syndication? I do — it’s an old-fashioned way of finding out who’s written what without going to each blog site. Unfortunately, fewer websites are creating RSS feeds, and so...