Yes, I know it’s Wednesday. But it IS a Q&A, so let’s get to it: AVEVA NET Shell I’m going to guess that this reader was looking for information on Shell’s use of AVEVA Net. Shell was an early AVEVA Net adopter, using it on a project in...
AVEVA issued another one of those trading updates that don’t usually say much: business was as expected and FY17 (ending in March) is expected to be “broadly similar to F16” — a slight step back from earlier forecasts of . The only real...
In a very brief statement even by UK standards AVEVA just said, “Following the termination of the preliminary discussions between AVEVA Group Plc (“AVEVA”) and Schneider Electric SE, AVEVA has applied to the UKLA for the suspension of its shares to...
What happens when I spend the day on a plane? News! Briefly, AVEVA and Schneider Electric have resumed their tango. AVEVA today addressed press speculation by issuing an announcement that it was again in talks with Schneider Electric about a deal that would combine...
Most of the questions I am asked these days revolve around three things: the cloud, licensing models and how does the situation in end-market X affect vendor Y. Lately, X = oil and Y = AVEVA because of the massive uncertainty in the oil and gas world due to...
AVEVA today issued one of those uniquely British investor news releases that say little but try to reassure investors that the period ended March 31 was …. OK. AVEVA said fiscal 2016 results were in line with expectations, though adjusted profit before tax was...
When Dassault Systèmes (DS) reports results, there’s a blizzard of information to wade through, all carefully orchestrated to lead the reader to the desired conclusion: that DS is a healthy, growing business with activities on many fronts contributing to long-term...
Word just came that AVEVA and Schneider Electric have decided to break off talks to merge/acquire one another’s software businesses. No real reason was given, just “unable to reach agreement and discussions have been terminated by mutual consent”....
AVEVA announced results for the first half of its fiscal 2015/2016 fiscal year that aren’t nearly as bad as some had suggested, given the company’s weighting towards upstream oil and gas. Lots more after I have a chance to listen to the earnings call...
Dubai is hot, both in temperature and in infrastructure buildup. If you followed along last week you saw the view from my hotel window: construction everywhere, towers rising in a no-mans land of scrubby desert. Where the buildings are finished, they’re surrounded by...
