Do you remember 2015? It feels so long ago. Bentley Systems gave us a glimpse into its business progress, calling it an Annual Report. Then came the possibility of an initial public offering (IPO), quiet periods, market watching to figure out timing (do you remember...
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...
For much of the last 25 years, Boston was a construction site. The Big Dig project put an elevated highway under ground, to improve traffic flow and create green space where the roadway had once divided the city. What many people didn’t recognize was how much...
As I mentioned a couple of days ago, last month I attended Bentley’s Year in Infrastructure (YII) in Singapore. As usual, it was a massive event, with briefings, meetings and presentations (oh so many presentations). To organize my thoughts and try to describe...
Siemens AG reported FQ4 and fiscal 2017 earnings earlier today. It’s a confusing picture of a huge company, with acquisitions and divestitures, but here’s what matters: The AG grew total revenue by 4% to €83 billion. The Digital Factory segment (where PLM...
Bentley #YII2016 recap: still independent, focused on making AEC sing Bentley Systems’ annual Year In Infrastructure (YII) conference is a big deal — a thousand high-level attendees, important topics, world-class projects and presenters, and … well,...
So much news, so little time. A quick roundup of interesting news: A couple of weeks ago, OnShape reported that it has now sold shares valued at a total of $105 million, an increase of $25 million from last year’s announcement. By my reckoning, this...
… though most of your questions over the last two days have been focused on CD-adapco and Siemens PLM. There is other news out there worth your consideration. First, keeping to the CAE theme: SIMSOLID (about which I’ll write more thoughtfully...