LiveWorx, the preview (notes from day 0)

LiveWorx, the preview (notes from day 0)

LiveWorx, the preview (notes from day 0) I loved set-up time at Daratech conferences. I would stand on a balcony or walkway and watch it all come together on the exhibit floor below me. Vendors building their booths, the service people laying down cables and bringing...
Digital Twins, Threads, and Tapestries – oh my

Digital Twins, Threads, and Tapestries – oh my

Digital Twins, Threads, and Tapestries – oh my A couple of weeks ago, I attended the CIMdata PLM Road Map & Eurostep PDT North America 2023 event in Washington DC and, I’ve got to say, it was terrific. A great speaker lineup, high-level content, vendor...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

Dassault Systèmes wobbles on license, otherwise good Q1

Dassault Systèmes wobbles on license, otherwise good Q1 Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased...
Happy Pi Day!

Happy Pi Day!

Happy Pi Day! Have I ever told you my butter ruler story? No? Well … In the US, butter typically comes in sticks wrapped in wax paper. The paper usually has the maker’s logo, the stick’s weight and a magical butter ruler. We (in the US) do things...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

Nano Dimension offers to buy rest of Stratasys

Nano Dimension offers to buy rest of Stratasys Nano Dimension just announced that it wants to buy the 85% or so of Stratasys shares it doesn’t already own for about $1.1 billion. You might remember that Nano Dimension disclosed a 12% stake in Stratasys last...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

Nemetschek hits 2022 revenue target — just

Nemetschek hits 2022 revenue target — just Nemetschek announced preliminary results for fiscal 2022 earlier today, indicating that business slowed slightly in Q4. For 2022, the company reported revenue of €‎802 million, which means Q4 revenue of €‎203 million...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

PTC’s FQ1 was good, but macroeconomic worries loom

PTC’s FQ1 was good, but macroeconomic worries loom PTC announced fiscal Q1 2023 results last night that were better than expected in some areas. Profit was up but not as much as expected, and ARR was bigger than expected even though growth slowed a bit …...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

Super quick: Hexagon preannounces because of data breach

Super quick: Hexagon preannounces because of data breach Almost every earnings season, someone asks why companies preannounce, and I reply that it’s usually to make sure no ethics violations can occur. Earnings info is usually considered market-moving so if a...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

Sandvik’s Q4 2022 knocked expectations out of the park

Sandvik’s Q4 2022 knocked expectations out of the park Sandvik started the PLMish reporting season with a bang, reporting Q4 2022 results that beat expectations in nearly all instances. (Note that Sandvik doesn’t give exact guidance, so the numbers that were...
Ansys acquires Diakopto, adding to its IC simulation arsenal

It’s finally done: Schneider Electric owns AVEVA

It’s finally done: Schneider Electric owns AVEVA And so we have the final episode of this saga: AVEVA shares are no longer being traded on the London Stock Exchange today as the final step in the sale of AVEVA to Schneider Electric. The last trades yesterday put...