Nov 28, 2018 | Hot Topics
Last week’s announcements by Autodesk can be divided into two parts: the acquisition of PlanGrid, which I’ve written about here, and the earnings themselves, which we’ll cover below. PlanGrid isn’t yet part of Autodesk, so doesn’t fit...
Nov 21, 2018 | Hot Topics
What does almost one billion US dollars buy? In Autodesk’s case, PlanGrid. Yesterday, as part of its quarterly earnings, Autodesk announced that it will acquire the privately-held PlanGrid for $875 million, net of acquired cash. That’s a heck of a lot of...
Nov 20, 2018 | Hot Topics
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...
Nov 15, 2018 | Hot Topics
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...
Oct 29, 2018 | Hot Topics
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...
Oct 25, 2018 | Hot Topics
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...
Oct 16, 2018 | Hot Topics
Bentley’s annual extravaganza, the Year in Infrastructure, kicks off today in London — and there are (and will be) many announcements. Rather than dumping them all into one impossibly long post, I’m going to focus on one batch at a time. today,...
Jul 31, 2018 | Hot Topics
Hexagon is another serial acquirer, constantly adding companies into its roster –and that’s an important part of its strategy– so today’s news that Q2 revenue was up 9% cc on an organic basis is truly good news. Hexagon doesn’t give...
Jul 27, 2018 | Hot Topics
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,...
