Autodesk says it’s sticking to tuck-in acquisitions
Autodesk says it’s sticking to tuck-in acquisitions And the news just keeps coming on what is supposed to be a sleepy summer Monday … unless you’re in France, where it’s Bastille Day. Autodesk just released a filing to the SEC (here on...
Bloomberg: Autodesk thinking about buying PTC
Bloomberg: Autodesk thinking about buying PTC Late yesterday, Bloomberg reported that Autodesk Inc. is weighing an acquisition of rival engineering-software provider PTC Inc., according to people familiar with the matter.PTC is also drawing interest from other...
MuM starts PLMish earnings on a strong, but mixed, note
MuM starts PLMish earnings on a strong, but mixed, note Mensch und Maschine reported its July/August/September results a few days ago. If you recall, Mensch und Maschine is both an Autodesk reseller and a supplier of its own software. As of mid-September, Autodesk...
MuM didn’t see problems in Q2; reports record half-year
MuM didn’t see problems in Q2; reports record half-year Mensch und Maschine (MuM) today reported results for the second quarter—and the good news is that it was the strongest H1 in the company’s history. Of course, it is not selling megadeals to aerospace and...
Autodesk’s FQ1 overshadowed by accounting – but it was actually really good
Autodesk’s FQ1 overshadowed by accounting – but it was actually really good Before we get into it: I titled my last blog about Autodesk’s earnings “Nothing to see here” — meaning, literally, nothing to see here, since Autodesk said its accounting review...
Autodesk: everything is fine; nothing to see here
Autodesk: everything is fine; nothing to see here A quick update since so many of you have asked: On Friday, Autodesk said it had concluded its investigation into free cash flow and operating margin calculations and that there would be no restatement or adjustment of...
So much news: acquisitions, divestitures, non-deals and an appreciation
So much news: acquisitions, divestitures, non-deals and an appreciation Last week, I was in the Cotswolds in England. It was gorgeous; I’ll tell you more about it some other time — but, oh my goodness, the PLMish world kept going! Yes, there’s lots of earnings news,...
Being a VAR is tough: updates from Mensch und Machine, Addnode, and Rand
Being a VAR is tough: updates from Mensch und Machine, Addnode, and Rand Mensch und Maschine (MuM) reported preliminary Q4 and 2023 results yesterday, and that prompted me to look: Addnode’s results came last week, and Rand Worldwide published an update last...
