PTC’s FQ1 conference call was a masterpiece

PTC’s FQ1 conference call was a masterpiece

PTC’s fiscal first quarter wasn’t perfect and it wasn’t a disaster — but the company’s handling of its conference call with analysts was truly masterful. As teenagers, we all learned that if we didn’t want to tell our parents something, we needed to direct the...
PTC’s FQ1 conference call was a masterpiece

PTC paints a mixed picture for FQ1

It wasn’t the best possible Q1 but it could have been a lot worse. PTC reported that total revenue was basically flat with last year at $325 million, as it encourages customers to switch to subscriptions and copes with a discouraging manufacturing economy. On a...
PTC’s FQ1 conference call was a masterpiece

Graphisoft consolidates its hold on Italy

Graphisoft just announced that it has acquired the ArchiCAD distribution unit of Italy’s Cigraph, a long-time in-country reseller. The deals led to the opening of the Graphisoft’s first Italian office, made up of Cigraph people who will work with...
PTC’s FQ1 conference call was a masterpiece

ANSYS tunes its channel

(I know. Terrible pun. But it’s a holiday!) ANSYS announced today that it’s launching the ANSYS Elite channel partner program — in essence, ramping up the certification program for partners who want to move beyond “Standard” and into...
Shakeup at SolidWorks: Sicot out, Bassi in

Shakeup at SolidWorks: Sicot out, Bassi in

Well, this is big (and surprising): Dassault Systèmes just announced that Gian Paolo Bassi has been appointed CEO of SOLIDWORKS, replacing Bertrand Sicot. M. Sicot moves on to become DS’ VP Sales of the Value Solutions sales channel, the indirect sales...
PTC’s FQ1 conference call was a masterpiece

Bentley adds C3global’s Amulet for IoT asset management

Bentley Systems just announced that it has acquired C3global, maker of the web-based Amulet suite software for operational analytics. Amulet will be added to Bentley’s AssetWise offering, expanding on the Ivara acquisition by adding configurable predictive and...
PLM, the Resource Revolution and you (yes, you)

PLM, the Resource Revolution and you (yes, you)

I gave a talk last week over at PI Live, Market Key’s online platform for all things PLM. When the Market Key team and I were brainstorming the topic for that session, they asked me to focus on something a bit “bigger picture” than implementation stories or best...
PTC’s FQ1 conference call was a masterpiece

AVEVA snaps up 8over8 for contract execution management

Happy new year! It’s always exciting to start afresh and AVEVA gets 2015 off to a roaring start with the first PLMish acquisition of the year: it snapped up 8over8 Limited for its ProCon capital project risk management software platform. 8over8 says it’s...
Happy Holidays!

Happy Holidays!

Our world is a troubled place. I, for one, plan to unplug for a few days, hope for snow (but not too much) and enjoy my family and friends. And perhaps too much Stollen. We’ll see. I wish the same for you and look forward to continuing our conversation in the...
PTC’s FQ1 conference call was a masterpiece

Trimble stretches into agricultural sales automation

Trimble announced today that it has acquired privately-held IRON Solutions to help automate farm operations by linking equipment dealers, seed and chemical providers to the grower’s ERP and CRM systems. That’s a very cool idea, and one that’s been...
AU 2014: a potent mix of strategy and tactics

AU 2014: a potent mix of strategy and tactics

I’ve been trying to wrap my brain around Autodesk University and am still not sure what my main takeaways are — and it ended almost two weeks ago! On the one hand, it was the most strategic and visionary AU ever, as Autodesk flexes its muscles in both technical and...
3DEXPERIENCE: Think differently to innovate more effectively

3DEXPERIENCE: Think differently to innovate more effectively

Why do you do what you do? What’s your end goal? Only when you’ve answered those questions, think about how —which tools and techniques, how you’ll approach the task, whether and how you’ll simulate and collaborate … That’s the nexus of Dassault Systèmes (DS) 3D...
PTC’s FQ1 conference call was a masterpiece

Trimble adds maintenance, planning to its rail offering

The more I follow these companies, the more I realize how little I know about how the world around me works. Today, Trimble announced today that it has acquired Nexala, a privately-held company that makes enterprise solutions for railway operators. Like many big,...
PTC’s FQ1 conference call was a masterpiece

ESI’s Q3 stalls, momentum expected in Q4

While the US was busy with turkey day, ESI announced Q3 results that show strength in Europe that did not offset weakness in other parts of the world. License revenue continues to hold steady, though without much growth momentum, while the “refocusing” of the services...
Appreciating …

Appreciating …

Thursday is Thanksgiving in the US, a holiday that celebrates family, friends and good food. It also reminds us to be grateful for all that is in our lives. My list is long, and it includes you — for reading this blog, emailing your thoughts and challenging me...
PTC’s FQ1 conference call was a masterpiece

3D Systems snaps up Cimatron for just under $100 million

3D Systems and Cimatron today announced that 3D Systems will acquire all outstanding shares of Cimatron for $8.97 per share in cash for a total of around $97 million, including cash. That $8.97 is a 48% premium to Cimatron’s closing price on the Nasdaq on...
PTC’s FQ1 conference call was a masterpiece

Autodesk customers flocking to subs, boost FQ3

Autodesk reported results last night that show its transition to subscriptions is picking up steam. Total revenue was up 11% to $618 million, knocking both its own forecast of around $600 million and the investment analyst consensus out of the park. Delcam, acquired...