It’s a wrap: A recap of PTC Liveworx 2023

It’s a wrap: A recap of PTC Liveworx 2023

It’s a wrap: A recap of PTC Liveworx 2023 Big user events are back! PTC’s Liveworx filled the Boston Convention Center, a full 12-minute walk from end to end. We had Creo users, Windchill admins, Codebeamer coders, Vuforia wizards, Servigitics partners,...
LiveWorx, the preview (notes from day 0)

LiveWorx, the preview (notes from day 0)

LiveWorx, the preview (notes from day 0) I loved set-up time at Daratech conferences. I would stand on a balcony or walkway and watch it all come together on the exhibit floor below me. Vendors building their booths, the service people laying down cables and bringing...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

Dassault Systèmes wobbles on license, otherwise good Q1

Dassault Systèmes wobbles on license, otherwise good Q1 Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

PTC’s FQ1 was good, but macroeconomic worries loom

PTC’s FQ1 was good, but macroeconomic worries loom PTC announced fiscal Q1 2023 results last night that were better than expected in some areas. Profit was up but not as much as expected, and ARR was bigger than expected even though growth slowed a bit …...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

PTC closes Codebeamer deal, reports solid FQ2

PTC closes Codebeamer deal, reports solid FQ2 PTC just announced that it has closed its acquisition of Intland Software and its Codebeamer. And that reminds me that I never did publish a note on PTC’s earnings last week — which were very positive. First,...