4 on a Friday: AVEVA+OSIsoft a done deal, MuM’s 2020 leads to optimism, Unity acquires for AEC, Ansoft’s Csendes elected to NAE
4 on a Friday: AVEVA+OSIsoft a done deal, MuM’s 2020 leads to optimism, Unity acquires for AEC, Ansoft’s Csendes elected to NAE What a week! Here are a few more things to know before kicking back for the weekend: On Friday, AVEVA said that it completed its...
Wrapping up 2020 earnings with Ansys, Autodesk, and Bentley
Wrapping up 2020 earnings with Ansys, Autodesk, and Bentley I have been trying to get to writing long-form pieces about how 2020 ended for Ansys, Autodesk, and Bentley ever since the companies reported but it’s been crazybusy. We’re nearing the end of March, which...
It’s good to be a CAE supplier: notes on Ansys and Altair earnings
It’s good to be a CAE supplier: notes on Ansys and Altair earnings Altair and Ansys reported results for the quarter ended September 30, 2020, a few weeks agoand it’s time to catch up. First, a quick recap of the individual results, then what investment...
Ansys to acquire Analytical Graphics for $700 million
Ansys to acquire Analytical Graphics for $700 million Ansys just announced that it will acquire Analytical Graphics (AGI), maker of electronics simulation solutions for space applications, for a whopping $700 million, 2/3 of which will be paid in cash and the rest,...
ANSYS Q2 shows big deals CAN be closed during a pandemic
ANSYS Q2 shows big deals CAN be closed during a pandemic Large deals made ANSYS’ Q2 look unusually strong, in what otherwise has been a relatively weak reporting season in our PLMish world. ANSYS CEO Ajay Gopal said the company closed the largest deal in its...
And it’s a wrap: Preventing virtual conference fatigue
And it’s a wrap: Preventing virtual conference fatigue At some point, I’ll muster the energy to write about what I learned but right now I’d like to tell you about the experience of sitting through online user events from Altair, ANSYS, AVEVA,...
CAE is cautiously optimistic: News from Altair, ANSYS, and ESI
CAE is cautiously optimistic: News from Altair, ANSYS, and ESI The New York Times recently had an article about the language companies are using on their earnings calls, and how it’s different now than in prior periods. Many calls started and ended with CEOs...
PTC and Ansys DON’T preannounce
PTC and Ansys DON’T preannounce What a strange time, when it’s notable that companies just go ahead and schedule their earnings releases as per normal, like PTC did today (for April 29), or craft a special letter to investors that ends with the earnings...
