Autodesk’s FQ1 a “good start”, call all about cloud, construction
So here’s the thing about public companies: they’re stuck in an endless loop of setting targets, having others adjust those expectations to suit their own needs, and then either meeting or not meeting other people’s forecasts. Autodesk last night...
Quickies: Autodesk invests, Hexagon acquires, a VAR business moves
It’s been a time of transactions in our little corner of the world. Here’s a quick catchup: Autodesk’s Forge fund keeps rolling along in the world of AEC, announced its fifth investment in a construction technology supplier in a year. This time,...
Might AEC lead the way for manufacturing in subs and cloud?
We’re deep into earnings season and, so far, results have been positive: buyers are wrapping their heads around subscriptions in our broader PLMish universe and markets, vertical and geographic and by channel, seem to be doing well. A couple of AEC earnings...
Quickie: MuM announces most profitable quarter ever
What trough? As a reminder, we look at Mensch und Maschine to gauge how resellers are faring as Autodesk transitions to subscriptions — and MuM is on the upswing with its Q1 2018 report. Per its announcement, “While the [proprietary MuM] Software segment...
ADSK + Esri want to rewrite AEC data flows
I wrote recently about the need to start looking at data from a lifecycle perspective, anticipating future needs and uses as well as likely integrations. This brings me back to one of the big announcements at November’s Autodesk University: the closer...
Happy 2018 — and, optimize THIS
I hope you had a wonderful year-end, filled with people you love. Or tolerate, if that’s how you roll. In any event, as peaceful and relaxing as it could be. I’ve been trying to write a 2017 retrospective and, honestly, the mind boggles. So much happened,...
Autodesk Accelerate – so much more than PLM
“Sometimes you have to wear a shirt” isn’t a typical theme at a PLMish conference, but it perfectly describes the ethos of this year’s Autodesk Accelerate. Morphing from a PDM-centric conference four years ago to something straddling Fusion 360...
Autodesk’s Q2 signals we may be on the upswing — finally
Autodesk investors are probably a pretty happy bunch today, as last night’s earnings release held mostly good news and offered an upbeat look ahead. One word: bottomed. Second word: Maybe. Some of the details (and many more are here): Total revenue in FQ2 was...
