The 3DX Forum Experience

The 3DX Forum Experience

Dassault Systèmes invited several hundred of its best customers to Orlando last week, to learn about the company’s latest efforts to vault out of providing solutions and into delivering experiences. Over two days, we heard from CEO Bernard Charlès, EVP Monica...
PTC, DS results highlight strategic differences

PTC, DS results highlight strategic differences

Earnings news from engineering IT companies has been a mixed bag of late: misses and downgrades of expectations for the remainder of 2012 but also some stronger-than-expected results. Why did each company report as it did and what can we learn about the demand for...
PTC, DS results highlight strategic differences

Quickies: PTC & FARO disappoint, AspenTech upbeat

A huge day in engineering IT earnings, as PTC and FARO explain their miss to investors while AspenTech and Trimble issue earnings reports. A very quick headline on each and then I dash to the airport — more to come. PTC reported last night that revenue for its...
AVEVA unveils E3D to intrigued customers

AVEVA unveils E3D to intrigued customers

For months, AVEVA has been blanketing the virtual airwaves with messaging around its new plant design product, dubbed “the future of plant design” or FoPD for short. Many users were at AVEVA World Summit last week in Paris to take back answers to: Would...
Buy, buy, buy: DDD, Autodesk, Bentley, MSC, The Foundry

Buy, buy, buy: DDD, Autodesk, Bentley, MSC, The Foundry

I go away for a couple of days, and what happens: merger mania. We’ll dive into a one or two of these in more detail as the week goes on, but here are the high points: 3D Systems acquires a company with the coolest name ever: TIM, The Innovative Modelmakers...
PTC, DS results highlight strategic differences

Siemens on PLM, Mars, shipbuilding and so much more

Get this: we’re using Teamcenter to visualize a car, trying to assess the impact of a design change. First, we zoom in on the components that are in a specific area a foot forward of the steering wheel. Then we shift from a location-based view to a system view,...
PTC, DS results highlight strategic differences

DS’ great Q2 – a step closer to €2 billion

Dassault Systèmes yesterday reported on its second quarter results and raised its guidance for the full year to €2 billion — quite a milestone. But much of the content of the presentation and conference calls wasn’t about last quarter, but about how DS...

Report from Nashville: #SEU12

Overheard last week at Solid Edge University: Customer: ‘This is the best assembly environment I’ve seen.’ Solid Edge guy: ‘Here’s what we’re doing to make it better.’ A lot of similar conversations took place last week at...

For PTC, “interesting” = “good”

A couple of months ago, I wrote that “PTC is such an interesting company. A bunch of really smart people who … get too far ahead of their customers (remember “CAD is dead”?), alienate those who sign the checks while retaining intense loyalty among the user...

Rand Q3 revenue down y/y, profit too

A real fast update today — I’m at the Bentley Systems user conference — but this is important, too. Rand Worldwide today announced that revenue in its fiscal third quarter was down 18% from last year to $22.4 million but basically flat sequentially. Tight...