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...
Autodesk moves into proptech with AEC deals
Autodesk moves into proptech with AEC deals Autodesk announced last night that it will acquire partner company Payapps for an undisclosed amount. Payapps (aka GCPay in North America) makes a cloud-based solution that automates the payment process between general...
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...
The PLMish VAR economy: mixed Q2 so far
The PLMish VAR economy: mixed Q2 so far As PLMish earnings start, it’s helpful to look at the results reported by the (very few) publicly traded value-added resellers (VARs). They’re the canary in the coal mine, on the front lines with the buyers of PLMish solutions....
