PLM earnings check: AI, tariffs, and longer sales cycles
PLM earnings check: AI, tariffs, and longer sales cycles Earnings season kicked off last week. No true PLM heavyweights yet, but enough software and industrial results to start looking at sales and demand trends. And some interesting bits and pieces. Fasten your...
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)...
