Quick catchup: Ajai Gopal to join Procore, Desktop Metal finds a home, CAE partners merge, more AI
Quick catchup: Ajai Gopal to join Procore, Desktop Metal finds a home, CAE partners merge, more AI A lot is going on (is there ever not?), so here are a few bits and pieces you might find interesting: I don’t usually write about executive transitions, but this...
PLMish earnings so far: mostly cautious but upbeat
PLMish earnings so far: mostly cautious but upbeat Bentley Systems and Trimble reported results yesterday, so while we have weeks to go still in this earnings season, it seems reasonable to do a recap of the main themes so far. As you may know, I listen to a lot of...
Siemens, Graitec, Trace One, Procore all do deals; Synopsys+Ansys still not closed
Siemens, Graitec, Trace One, Procore all do deals; Synopsys+Ansys still not closed I’m still digging out from under the news that accumulated while I was on vacation. Still, I already see that there were (of course) more PLMish deals announcemed over the last...
5 on a Tuesday: Hexagon, Siemens + Dotmatics, Nano + Desktop, Rescale, Chinese/Hungarian BIM — oh my
5 on a Tuesday: Hexagon, Siemens + Dotmatics, Nano + Desktop, Rescale, Chinese/Hungarian BIM — oh my There is a LOT going on, so it’s time for a catch up. Earnings season is about to start again, and we’ve already had one early report: Hexagon...
Catching up: AspenTech+Emerson, 3D printing, Geomagic
Catching up: AspenTech+Emerson, 3D printing, Geomagic I’ve been neck-deep in earnings news lately —need to find the time to post longer recaps of PLMish ones— and the general sentiment isn’t too upbeat. Nothing horrible, but a lot of spending sounds like...
Emerson offers $240/share in cash to buy up rest of AspenTech
Emerson offers $240/share in cash to buy up rest of AspenTech The PLMish news flow is just insane right now –still trying to get to a longer post about Siemens acquiring Altair– and now this: Last night, AspenTech announced what I’d call middling...
Bentley acquires Cesium to iTwin 3D GIS workflows
Bentley acquires Cesium to iTwin 3D GIS workflows I am still trying to get caught up on earnings digests, but this just jumped to the head of the queue: Bentley Systems just announced that it had acquired Cesium, makers of a very cool platform for creating (and using)...
Autodesk’s FQ1 overshadowed by accounting – but it was actually really good
Autodesk’s FQ1 overshadowed by accounting – but it was actually really good Before we get into it: I titled my last blog about Autodesk’s earnings “Nothing to see here” — meaning, literally, nothing to see here, since Autodesk said its accounting review...
