Many signals positive as HEXA, NEMT and TRMB report

Many signals positive as HEXA, NEMT and TRMB report

We’ve recently heard from three of the main publicly traded players in infrastructure software and this week we start hearing from some of their main customers. It seems, therefore, like a good time to review what’s being said about the climate for...
Public infrastructure: what happens if we don’t invest?

Public infrastructure: what happens if we don’t invest?

Last weekend a huge storm dumped as much as 3 feet of snow on New England. Many municipalities put in place driving bans, which kept people off the roads and sped up snow removal. But when we all hit the roads on Monday, the traffic jams highlighted the huge problems...
Many signals positive as HEXA, NEMT and TRMB report

Dassault Systèmes’ cautious outlook dampens good Q4

Earnings calls are interesting beasts: on the one hand, company executives have to speak to and perhaps justify the reported results. On the other, they need to spin everything as positively as possible to boost the stock price. Add in investors who may be...
SolidWorks World 2013: It’s a wrap!

SolidWorks World 2013: It’s a wrap!

Another SolidWorks World has come and gone — and it was a terrific event. A couple of things didn’t fit into the other blog posts (day 1 and day 2), so we’ll cover them here. The day 3 keynote presentations can be found here. The SolidWorks 2014...
Bentley Inspires and announces – a LOT

Bentley Inspires and announces – a LOT

  Come with me to a ballroom in Amsterdam. Candelabras, fancy place settings, soft lighting. The Bentley Systems team is all dressed up while the rest of us look pretty darned good, too. There’s a glittering stage  and a buzz in the air — this is the...
The 3DX Forum Experience

The 3DX Forum Experience

Dassault Systèmes invited several hundred of its best customers to Orlando last week, to learn about the company’s latest efforts to vault out of providing solutions and into delivering experiences. Over two days, we heard from CEO Bernard Charlès, EVP Monica...
Many signals positive as HEXA, NEMT and TRMB report

Quickies: PTC & FARO disappoint, AspenTech upbeat

A huge day in engineering IT earnings, as PTC and FARO explain their miss to investors while AspenTech and Trimble issue earnings reports. A very quick headline on each and then I dash to the airport — more to come. PTC reported last night that revenue for its...
Buy, buy, buy: DDD, Autodesk, Bentley, MSC, The Foundry

Buy, buy, buy: DDD, Autodesk, Bentley, MSC, The Foundry

I go away for a couple of days, and what happens: merger mania. We’ll dive into a one or two of these in more detail as the week goes on, but here are the high points: 3D Systems acquires a company with the coolest name ever: TIM, The Innovative Modelmakers...
Gemcom and GEOVIA, a tale of two brands

Gemcom and GEOVIA, a tale of two brands

During its earnings call last week, Dassault Systèmes (DS) continued to explain its vision of  moving beyond “product experience” (engineering and design), to the larger concept of 3DEXPERIENCE, which adds business intelligence and other apps to its offering in...

AVEVA unveils new vision of plant design

Big news in plant design: AVEVA today announced that it is working on a new product that will “deliver a new level of performance for plant design”. Details are sketchy, but here’s what the company said in a press release: “The need to orchestrate engineering skills...