Happy Thanksgiving!

Happy Thanksgiving!

We have so much to be thankful for. There are the usual food, friends, family, and shelter — never to be taken for granted. This year, we need to add the scientists, inventors, and manufacturers behind the COVID vaccines and treatments; the healthcare workers...
The last word? PTC+Rockwell=BFFs for … ever?

The last word? PTC+Rockwell=BFFs for … ever?

The last word? PTC+Rockwell=BFFs for … ever? After yesterday’s kerfuffle about an S-3 filing (where I interpreted intentions incorrectly here and tried to fix it all here), PTC and Rockwell came out with a statement that reads, in part … Rockwell has...
Rockwell is selling some? of its $1 billion stake in PTC

Rockwell is selling some? of its $1 billion stake in PTC

Rockwell is selling some? of its $1 billion stake in PTC UPDATE: I am told that the SEC filing is notifying of an intention to sell up to all of the shares Rockwell owns — it’s not notifying us of sold shares. Am trying to learn the nuances and will add...
Rockwell is selling some? of its $1 billion stake in PTC

AVEVA’s trading update says H1 revenue up 9% cc

AVEVA’s trading update says H1 revenue up 9% cc AVEVA just issued another one of its periodic, very brief business updates, saying that AVEVA’s revenue grew by approximately 9% in the first half of the financial year on a pro forma organic constant...
Rockwell is selling some? of its $1 billion stake in PTC

MuM says 2021 is pleasing so far, expects a strong Q4

MuM says 2021 is pleasing so far, expects a strong Q4 Autodesk reseller and software developer Mensch und Maschine Software (MUM) just reported results that basically shout, we’re back! Says the company’s press release, “Compared to the pre-crisis...
Quickie: Changes afoot at Aras

Quickie: Changes afoot at Aras

Quickie: Changes afoot at Aras PLM watchers: Aras just announced that founder and long-time CEO Peter Schroer has ceded day-to-day CEO duties to Roque Martin, but will retain his role on Aras’ Board of Directors. Mr. Martin comes to Aras from PTC, where, says...
The last word? PTC+Rockwell=BFFs for … ever?

Quickie: Emerson buying AspenTech? Not so fast!

Quickie: Emerson buying AspenTech? Not so fast! Bloomberg last night published a note that said that Emerson Electric Co. is in talks over a combination with Aspen Technology Inc. to create an industrial software giant, according to people with knowledge of the...
The last word? PTC+Rockwell=BFFs for … ever?

Bentley adds to mining offering with Minalytix acquisition

Bentley adds to mining offering with Minalytix acquisition Bentley just announced that its Seequent business has acquired Minalytix, a Canadian company that makes the MX Deposit suite of products. Minalytix was already partly owned by Seequent, though the press...
Rockwell is selling some? of its $1 billion stake in PTC

ESI sets the stage with a decent Q2

ESI sets the stage with a decent Q2 ESI reported results today for the quarter ended 30 June that were … decent. As you may know, ESI is in the middle of a transformation from a company that was somewhat random in its execution and communication with customers...