4 on a Friday: Autodesk gets into digital dailies, Sandvik announces Q4 results, Reese joins GE Digital, SolidWorks user event goes digital
4 on a Friday: Autodesk gets into digital dailies, Sandvik announces Q4 results, Reese joins GE Digital, SolidWorks user event goes digital Autodesk announced that it has acquired Moxion, maker of a “cloud-based platform for digital dailies used by leading... Catchup: PTC ends fiscal 2021 on a high note, invests in SaaS for the future
Catchup: PTC ends fiscal 2021 on a high note, invests in SaaS for the future We’re about to get into earnings season when public companies talk about the quarter or year that ended in December. This is a ritual every quarter, of course, but many of the...
Investments aplenty: AutoForm to change hands, nTop gets funding
Investments aplenty: AutoForm to change hands, nTop gets funding A couple of things I didn’t have time to write about last week, both investments in PLMish companies. And, stunningly, we’re talking about billions of dollars changing hands — and this...
5 on a Friday — what a week! Autodesk, ESI, PTC, Shapr3D, and more
5 on a Friday — what a week! Autodesk, ESI, PTC, Shapr3D, and more Oh my goodness, what a week. We’ve had events, earnings, non-earnings news … I feel like a sponge that simply cannot absorb one more thing. We’ll get back to earings in more... PTC saw FQ3 momentum in Creo, Windchill; not so much in IoT
PTC reported fiscal third quarter results last night that were … Okay. You can read/see/hear all of the details here. PTC offers data on overall product buckets, geos, etc. that you should go check out. A few of the things I thought most relevant and then some... PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone
PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone PTC reported results last week that were both good and worrisome. The details, then what I think it might mean: Total revenue in PTC’s fiscal Q2 2021 was $462 million, up 28% as reported...
Shapr3D: Cool CAD on an iPad (and now, macOS too)
Shapr3D: Cool CAD on an iPad (and now, macOS too) You probably don’t know this about me, but I used to be really good at CAD. A long time ago, after the advent of the PC but before Bitcoin. I used to demo CAD in some of my product management roles. Still, stone... Wrapping up 2020 earnings with Ansys, Autodesk, and Bentley
Wrapping up 2020 earnings with Ansys, Autodesk, and Bentley I have been trying to get to writing long-form pieces about how 2020 ended for Ansys, Autodesk, and Bentley ever since the companies reported but it’s been crazybusy. We’re nearing the end of March, which...
