Q1 2020 earnings are done –phew– what did we learn?

Q1 2020 earnings are done –phew– what did we learn?

Q1 2020 earnings are done –phew– what did we learn? Well, that’s a wrap. All PLMish companies have announced earnings, and it’s time to look back, summarize and look ahead. Writers call that a through-line, finding the theme that unifies a...

Totally OT: Cocktails, curators, The Frick

I’ve told you before that my favorite museum in the world is The Frick Collection, in New York. I’m late to the party but just discovered that they’re hosting a YouTube series on Friday afternoons, at 5 PM ET, where a curator talks about a major...
Autodesk’s Q1 was decent, hints at stable employment at its customers

European AEC software: surprisingly strong Q1

European AEC software: surprisingly strong Q1 Autodesk, the Big Daddy of AEC, reports Q1 results tomorrow so it’s time to play catchup on the earnings of its public competitors. Bentley, the #2 player in AEC, is not saying anything publicly right now because it...
Quickie: Rockwell completes Kalypso acquisition

Quickie: Rockwell completes Kalypso acquisition

Quickie: Rockwell completes Kalypso acquisition Rockwell Automation just completed the acquisition of Kalypso that it announced back in February. Kalypso is a PLM consultancy that often works with PTC products; Rockwell bought $1 billion of PTC’s shares and is a...
Autodesk’s Q1 was decent, hints at stable employment at its customers

What we learned: IBM, SAP and MuM report CQ1

What we learned: IBM, SAP and MuM report CQ1 As I noted yesterday we’re starting to get into earnings season for software companies and, as expected, the news is mixed. If you want details, go here for details on IBM’s quarter, here for SAP, and here for...
How you can help: lend your compute power to Folding@Home

How you can help: lend your compute power to Folding@Home

How you can help: lend your compute power to Folding@Home Here’s one that requires literally no effort on your part, after you download the app to your PC tower: Lend your CPU and GPU to scientists who are trying to discover how to block the Coronavirus from...
Autodesk’s Q1 was decent, hints at stable employment at its customers

SAP pre-announces, still sees growth for 2020

SAP pre-announces, still sees growth for 2020 SAP became the latest company in our PLMish universe to pre-announce results for the quarter ended March 31, and offer some glimpses into how other companies may have fared — and to what the rest of 2020 may hold....
How you can help: Join MIT’s Beat the Pandemic hackathons

How you can help: Join MIT’s Beat the Pandemic hackathons

Just over the transom: MIT is hosting two hackathons THIS WEEKEND to tackle specific problems related to the COVID-19 epidemic. They’re calling this Beat the Pandemic, and say that The Challenge is a 48-hour sprint beginning on Friday afternoon (4/3) and ending...
Autodesk’s Q1 was decent, hints at stable employment at its customers

PTC and Ansys DON’T preannounce

PTC and Ansys DON’T preannounce What a strange time, when it’s notable that companies just go ahead and schedule their earnings releases as per normal, like PTC did today (for April 29), or craft a special letter to investors that ends with the earnings...
How you can help: support businesses that make PPEs

How you can help: support businesses that make PPEs

How you can help: support businesses that make PPEs You don’t come here for politics, so we’ll leave all that aside, and point out that many businesses that are working to make personal protective equipment (PPEs), often without knowing if or how...
Autodesk’s Q1 was decent, hints at stable employment at its customers

DS announced Q1 will be 2.5-5% below guidance

DS announced Q1 will be 2.5-5% below guidance And so it starts (continues, depending on your perspective); After the stock market in Paris closed, Dassault Systèmes announced that it expects Q1 revenue to be 2.5% to 5% below the low end of its previous guidance, which...
How you can help: Join the GrabCAD ventilator challenge

How you can help: Join the GrabCAD ventilator challenge

How you can help: Join the GrabCAD ventilator challenge This just came in from Stratasys — can you help? A dozen Boston area anesthesiology residents have launched an eight-week hackathon hosted on GrabCAD.com to design a rapidly deployable, minimum viable...