Super-quick: Altair snaps up polyurethane foaming simulation solution

Altair starts 2020 with an EMAG deal

Altair starts 2020 with an EMAG deal Surprise! One of the PLMish world’s most acquisitive companies has done it again: Altair announced today that it has snapped up Spain’s newFASANT, which makes software used for high-frequency electromagnetic analysis....
CAE is cautiously optimistic: News from Altair, ANSYS, and ESI

Altair’s Q2 solid, Q3? Hmmm

Altair has had a rough time since announcing their Q2 results earlier this month, with the stock down 10% since the news hit the wires. Why? Investors were seemed OK with the Q2 report but were underwhelmed by the company’s guidance for Q3 and the year as a...
CAE is cautiously optimistic: News from Altair, ANSYS, and ESI

Altair’s Q1 revenue up 13% on software strength

The good news keeps rolling, as Altair reported Q1 revenue of $128 million, up 13% and around $2 million ahead of expectations. CEO Jim Scapa said that the guidance beat was powered by software product sales — not surprising, given the portfolio buildout and...
Super-quick: Altair snaps up polyurethane foaming simulation solution

CAE roll-ups continue, with Siemens and Altair active

I work with a lot of investors and software companies, and perhaps the most common question I am asked is, what’s left to acquire? It’s rare that an industrial company acquires a simulation provider (as Juul did when it snapped up Envenio); this is usually...
Super-quick: Altair snaps up polyurethane foaming simulation solution

Altair + Datawatch = interesting opportunities

Yesterday, Altair announced that it wants to acquire/merge with Datawatch, prompting a lot of “who?” and “why?”. Since I hadn’t heard of Datawatch, I did a bit of research — here’s what I learned and why I think this...