Autodesk’s FQ3: 4M subscribers, double prior max users

AVEVA’s H1 benefits from solid execution

Q: How do you put together two very different companies, in the hope that 1+1 > 2?A: Very carefully.AVEVA today reported that revenue for the first half of fiscal 2019 were £343 million, up 11% as reported and up 14% in constant currencies (cc). Excluding the boost...
AU 2018 goes convergent

AU 2018 goes convergent

For the first time in years, I had to leave AU before the bitter end. It’s for a work commitment, so 100% necessary, but it means that this writeup doesn’t cover what will happen in the AEC and manufacturing keynotes, which took place after I left. I’ll watch...
Autodesk’s FQ3: 4M subscribers, double prior max users

Nemetschek’s Build offerings contribute to strong Q3

Nemetschek Group, the holding company for brands like Allplan, Graphisoft, VectorWorks and Bluebeam, announced results this week that show continued progress in digitizing the AEC world. The details: Group revenue for Q3 was €115 million, up 20% as reported and up 20%...
Bentley’s AEC digital twin combines BIM, CAD and more

Bentley’s AEC digital twin combines BIM, CAD and more

The Year in Infrastructure (YII) is Bentley Systems’ annual media fest, where new product releases, customer successes and acquisitions vie for attention. We’ll cover more of those over the next several blog posts, but today we’ll focus on one of the big product...
Autodesk’s FQ3: 4M subscribers, double prior max users

AVEVA says H1 went well

Oh so many earnings this week! So far, the news has been mostly positive as customers are buying to plan. PTC continues its march to subscriptions (and caused endless kerfuffles on the earnings call because it’s adopting a new accounting standard). Dassault...
Autodesk’s FQ3: 4M subscribers, double prior max users

Quickie: Nemetschek revenue up 17% in Q2

So far we’ve had PLMish earnings; today, Nemetschek chimed in with a report that shows how well AECish companies are doing, too. Total revenue was €114 million, up 17% as reported and up 21% in constant currencies (cc). Since Nemetschek is a serial acquirer,...