Dassault Systèmes in 2023: nothing but potential
Dassault Systèmes in 2023: nothing but potential I recently spent a few days with the Dassault Systèmes team in Paris. I’m still digesting it all — there was a LOT, and since my job is to find patterns, make comparisons, and note contrasts, I still much to ponder— so...
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) 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
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts Hexagon reported results this morning — and they tell a different story of the environment in China. Read on. Total revenue in Q1 was €1287...
PTC’s ramp deals: “nothing but goodness” in a solid FQ2
PTC’s ramp deals: “nothing but goodness” in a solid FQ2 PTC reported results last night that were quite good, though a lot of what interests me (at any rate) is buried inside unhelpful product buckets. When PTC says “CAD” in these earnings...
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...
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023 Dassault Systèmes recently reported Q4 2022 revenue of €1,584 million, up 16% as reported and up 10% in constant currencies (cc). Software revenue was €1,429 million, up 15% (up 9%...
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 …...
