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...
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! 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 …
… 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....
Q3 2024 earnings are finally done – what have we learned?
Q3 2024 earnings are finally done – what have we learned? Yay! The PLMish earnings season finally ended last week. Rather than recap each individual set of results, I thought I’d take a bigger-picture look: What have we learned over the last six weeks of...
voxeljet to be acquired by Anzu Partners – unless a better deal comes up
voxeljet to be acquired by Anzu Partners – unless a better deal comes up The additive manufacturing world continues to consolidate: voxeljet just announced that it has provisionally agreed to sell its entire business to funds affiliated with Anzu Partners via an...
Emerson offers $240/share in cash to buy up rest of AspenTech
Emerson offers $240/share in cash to buy up rest of AspenTech The PLMish news flow is just insane right now –still trying to get to a longer post about Siemens acquiring Altair– and now this: Last night, AspenTech announced what I’d call middling...
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...
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...
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: additive manufacturing consolidation, this time for real
Super-quick: additive manufacturing consolidation, this time for real Do you remember last year’s kerfuffle about Nano Dimensions acquiring and then not acquiring Desktop Metal, which itself wanted to merge with Stratasys, and then 3D Systems entered the mix? It...
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 (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 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)...
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: 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...
Hexagon reports flat Q2 2023, looks ahead to economic recovery
Hexagon reports flat Q2 2023, looks ahead to economic recovery Last week, Hexagon reported Q2 total revenue of €1,353 million, flat year/year, amid global weakness in the construction sector and slowing investments in automotive, affecting sales of sensing and robotic...
PLMish earnings update: Nemetschek, Cadence, SAP all hold steady
PLMish earnings update: Nemetschek, Cadence, SAP all hold steady The first real week of PLMish earnings went reasonably well. Dassault Systèmes gave more detail on the disappointing news from a few weeks ago but didn’t fundamentally change anything. Hexagon saw a...
