Quickie: PTC’s Q4 revenue up 7%

Quickie: PTC’s Q4 revenue up 7%

Oct 24, 2019 | Hot Topics

Day: October 24, 2019 This is going to be very quick, because I haven’t had time to listen to the earnings call replay — but I can report that PTC saw total revenue up 7% (up 9% in constant currencies) in its fiscal Q4 to $335 million, beating Wall...
What’s in a name?

What’s in a name?

Sep 11, 2019 | Hot Topics

If you’re Siemens, apparently it’s plenty. If you tuned into the PLMish news last week, you’ll likely know that Siemens PLM Software is now Siemens Digital Industries Software and that the overarching umbrella brand for that software is Xcelerator....
DS rocked Q2 but isn’t building a supersonic car. Bummer.

DS rocked Q2 but isn’t building a supersonic car. Bummer.

Jul 24, 2019 | Hot Topics

I am still plowing through Dassault Systèmes’ materials about its second quarter, so may write an update later but here are first impressions: Q2 was good, really good, with non-IFRS revenue of €965 million, up 16% as reported, up 13% in constant currencies (cc)...
Free SolidWorks for displaced auto workers

Free SolidWorks for displaced auto workers

Mar 26, 2019 | Hot Topics

Free SolidWorks for displaced auto workers Just came across this blog post and thought it deserves wider visibility: “Workers displaced by plant closure can leverage their industry knowledge and secure a brighter future by gaining SOLIDWORKS CAD skills. DASI is...
Quickie: PTC’s Q4 revenue up 7%

PTC’s FQ1: a mixed bag with lots of Creo love

Jan 25, 2019 | Hot Topics

Investors were underwhelmed at PTC’s fiscal first quarter 2019 earnings news, since the company said its bookings were at the lower end of its guidance, leading to weaker FQ2 revenue guidance. I’m a glass half-full type of person and prefer to look at the...
PTC buys Frustum, as gen des heats up

PTC buys Frustum, as gen des heats up

Nov 20, 2018 | Hot Topics

Not sure what gen des is? Generative design is the use of assistive technologies to help refine a design. Need a chair to hold a certain sized person? Give a gen des tool a set of parameters, and let it design the chair for you — that’s called topology...
Quickie: PTC’s Q4 revenue up 7%

PTC’s F18 closed strong as reinvention continues

Oct 31, 2018 | Hot Topics

PTC’s Q4 and fiscal 2018 results, released last week, were solid yet investors were displeased because the forecasts for F19 presupposed a faster transition to subscriptions than many expected. Remember: subs mean lower initial revenue but a longer tail, so...
Getting started with Generative Design

Getting started with Generative Design

Oct 9, 2018 | Hot Topics

I get so many questions about technology directions, from people who want to know what to learn to get that next job, from companies that want to be sure they’re not on the bleeding edge but also not falling behind, from investors who want to know what a...