AVEVA’s CQ2 revenue down/flat cc but ARR up

AVEVA’s CQ2 revenue down/flat cc but ARR up

AVEVA’s CQ2 revenue down/flat cc but ARR up AVEVA released one of its quick-and-cryptic investor communications this morning. It said revenue in the June quarter declined at “a mid-single digit rate … on a constant currency basis” but was...
Nemetschek invests in 4th startup in 14 months

Nemetschek invests in 4th startup in 14 months

Nemetschek invests in 4th startup in 14 months The Nemetschek Group announced that it has invested in SymTerra, a UK startup working on a construction site communications platform. Nemetschek says SymTerra’s communication platform “allows easy, instant, and...
AVEVA’s CQ2 revenue down/flat cc but ARR up

Sandvik lays out CAM ambitions

Sandvik lays out CAM ambitions I am seriously behind on posting earnings writeups but for now, know that most companies reported good results for the March quarter and that our corner of the IT vendor space has little exposure to Russia and Belarus, so won’t see...
Digital transformation? Let’s talk.

Digital transformation? Let’s talk.

Digital transformation? Let’s talk. I was at Autodesk’s Accelerate conference in New Orleans earlier this week. Many great speakers talked about how they are adapting to the realities they find themselves in—demanding customers, changing supply chains, squeezed...
Quickie: Altair expands electronic system offering by acquiring Concept Engineering

Quickie: Ansys acquires MDL & its Motor-CAD

Quickie: Ansys acquires MDL & its Motor-CAD Ansys just announced that it has acquired Motor Design Limited (MDL) Motor-CAD to “strengthen Ansys’ Electronics portfolio, enabling customers to design more efficient electric machines and apply them to...
AVEVA’s CQ2 revenue down/flat cc but ARR up

PTC closes Codebeamer deal, reports solid FQ2

PTC closes Codebeamer deal, reports solid FQ2 PTC just announced that it has closed its acquisition of Intland Software and its Codebeamer. And that reminds me that I never did publish a note on PTC’s earnings last week — which were very positive. First,...
AVEVA’s CQ2 revenue down/flat cc but ARR up

Cadence still very happy with CAE offerings

Cadence still very happy with CAE offerings Last night Cadence announced results for the first fiscal quarter of 2022; you can read about them in much more detail here — they were overall very good and the company increased just about all forecasts for 2022....