Siemens FQ3 flatish, PLM “outstanding”, reorg looms

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...
Quickie: Hexagon acquires Guardvent for driver fatigue/distraction detection

Siemens acquires Mendix to accelerate MindSphere rollout

Siemens announced earlier today that it plans to acquire Mendix, a company that makes what is called a “low code” application development platform. If you program from scratch in Fortran (horrors), C, C++, C#, that’s not low-code. Low-code is a...
SAP, ANSYS and digital twins (oh my)

SAP, ANSYS and digital twins (oh my)

I find it fascinating that SAP is pushing so hard on physics-based IoT capabilities, when it could more naturally come at IoT from the perspective of business analytics. Its partnership with ANSYS is another big step in that direction, adding more solvers and a...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Quickie: Nemetschek revenue up 17% in Q2

So far we’ve had PLMish earnings; today, Nemetschek chimed in with a report that shows how well AECish companies are doing, too. Total revenue was €114 million, up 17% as reported and up 21% in constant currencies (cc). Since Nemetschek is a serial acquirer,...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

AVEVA continues to roll, we think

Schneider Electric released earnings this morning which now means that AVEVA also does, sort of. AVEVA says that it “made a solid start to the financial year” and that it “maintains a strong balance sheet and saw good cash generation in the [fiscal]...
Quickie: Hexagon acquires Guardvent for driver fatigue/distraction detection

Spectris announces CAE ambitions, acquires VI-grade

The news came into my inbox this morning: Spectris has acquired VI-grade. Who? I know, me too. Background: Spectris is a big UK company, listed with over $2 billion in revenue in 2017. It currently does a lot of the physical parts of a test-and-simulate program:...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Quickie: MuM’s results show climb up hockey stick

We’ve seen all sorts of analogies for what happens with top line revenue during the transition from perpetual to subscriptions–bottoming out and climbing back up the other side, a hockey stick with a curved decline then a sharp upwards trend, and so...
ANSYS & SAP create insights across engineering & operations

ANSYS & SAP create insights across engineering & operations

In all of the noise a few weeks ago about PTC’s partnership with ANSYS to embed ANSYS Discovery Live into Creo, you might have missed the news that ANSYS has also partnered with SAP to bring physics-based analytics to the foreground in manufacturing operations. ANSYS...
MSC + Hexagon:  “Where Simulation Gets Real”

MSC + Hexagon: “Where Simulation Gets Real”

“This is where simulation gets real.” That’s what Paolo Guglielmini, the CEO of MSC Software, told users in his standing room only keynote at last month’s HxGN LIVE conference in Las Vegas. You might remember that Hexagon acquired MSC in 2017, with the...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

ESI’s FQ1 hints at upward momentum for H2

ESI reported results back at the end of May –travel and US holidays sometimes get in the way of timely blogging– and they were, at best, mediocre as reported. Currency movements, customers opting for subscriptions and not perpetual licenses, and changes in...
5 quick take-aways from Siemens Automation Summit

5 quick take-aways from Siemens Automation Summit

I spent last week at the Siemens Automation Summit, learning lots and speaking with many, many people who program PLCs, HMIs and otherwise make manufacturing facilities hum. I’m still trying to figure out what to write about in more detail, but here are a five...
PTC’s LiveWorx foreshadows digital transformations

PTC’s LiveWorx foreshadows digital transformations

PTC’s LiveWorx foreshadows digital transformations Technology. Business partnerships. Longtime customers, dragged forward. New customers to be wooed. PTC’s annual user conference, now called LiveWorx, is barely over and there is so much to digest and to...
Quickie: Hexagon acquires Guardvent for driver fatigue/distraction detection

Bentley steps up 4D, acquires Synchro

Bentley just announced that it has acquired Synchro Software to boost its 4D construction offerings. Think of Synchro as software for virtual design and construction, enabling visual planning, scheduling, and project management. This lets asset owners, constructors...
Quick update on PTC + Rockwell

Quick update on PTC + Rockwell

I’m at PTC’s LiveWorx user conference this week. Yesterday, CEO Jim Heppelmann gave a bit more detail on the partnership with Rockwell Automation, announced last week. A quick recap: Rockwell is buying 8.4% of PTC’s shares for around $1 billion. PTC...