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,...
Jun 15, 2018 | Hot Topics
I am at HxGN Live, the Hexagon user event that addresses the needs of many industries, including construction. From measuring how well a concrete floor has been poured to planning, scheduling and tracking progress, Hexagon’s customers span the gamut in...
Jun 14, 2018 | Hot Topics
AVEVA had an awesome fiscal 2018 (ended March 31). You’ll recall that the AVEVA merged with Schneider Electric Software earlier this year to create a much bigger company with software that reaches from plant design to operations. That combined group reported...
