PLMish earnings check: what have we learned?

PLMish earnings check: what have we learned?

PLMish earnings check: what have we learned? So. Many. Earnings. Reports. Dassault Systèmes, PTC, and Siemens have reported results for their latest quarters, and, not surprisingly, the companies used their earnings call to make basically the same argument: everything...
Schneider Electric to acquire Cognite for $3.1billion

Schneider Electric to acquire Cognite for $3.1billion

Schneider Electric to acquire Cognite for $3.1billion Well, well, well. Schneider Electric just announced that it will acquire Cognite Holding in an all-cash transaction valued at $3.1 billion, and will “integrate the industrial artificial intelligence software...
PLM earnings check: AI, tariffs, and longer sales cycles

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...
Bentley goes Blyncsy for AI

Bentley goes Blyncsy for AI

Bentley goes Blyncsy for AI (Sorry – I’m truly terrible at headlines.) Do you remember // did you listen to Bentley’s Q4 earnings call? CEO Greg Bentley was very excited about the potential of the company’s asset analytics offerings, specifically its 2023...
AU 2023: Focus on platforms, granularity and AI

AU 2023: Focus on platforms, granularity and AI

AU 2023: Focus on platforms, granularity and AI Ah, Autodesk University. Thousands of people and too few escalators. Designers and makers and architects and construction teams, all in one place. Las Vegas, usually prettying itself up for holiday visitors at this time...
How close are we, really, to AI in PLM?

How close are we, really, to AI in PLM?

How close are we, really, to AI in PLM? (Newsletter subscribers: sorry if you’re seeing this twice. The first one went out with weird formatting.) Did you hear the news yesterday? My local radio station advised me NOT to rely on Siri and Alexa for help if I need...