Ansys has a solid Q1 but ACV concerns drag down the stock price
Ansys has a solid Q1 but ACV concerns drag down the stock price Ansys reported Q1 results yesterday that were both good and not-so good –are you seeing a pattern here? PTC and ESI also reported mixed news, with positive Q1 results tamped down by uncertainty...
ESI turns the corner, back to growth in Q1
ESI turns the corner, back to growth in Q1 Catching up on more earnings announcements. Last week, ESI Group reported Q1 revenue of €55.5 million, up 1% as reported and up 4% in constant currencies. ESI has been reinventing itself and first issued guidance to investors...
Hexagon continues to improve; Q1 revenue up 10%
Hexagon continues to improve; Q1 revenue up 10% Hexagon reported results last week that were surprisingly good and that –remember that Hexagon doesn’t itself issue guidance– beat analyst consensus. The details: Total revenue in Q1 was €978 million,...
DS’s Q1 beat expectations on mainstream strength
DS’s Q1 beat expectations on mainstream strength Dassault Systèmes reported results for its fiscal first quarter today. There’s a lot to unpack, so let’s get to the details: Total revenue of €1173 million was up 3% as reported and up 9% in constant...
Pointwise acquired by Cadence
Pointwise acquired by Cadence It’s getting hard to keep up! Just in, an email from Pointwise, the CAE meshing experts: We are happy to report today that Pointwise, Inc. is being acquired by Cadence Design Systems, Inc. (Nasdaq: CDNS), a pivotal leader in...
Siemens weighs in on 2020 and 2021 — and is optimistic
Siemens weighs in on 2020 and 2021 — and is optimistic Last month, I was fortunate enough to speak with Tony Hemmelgarn, CEO Siemens’ Digital Industries Software division. Mr. Hemmelgarn oversees much of what we think of as Siemens’ PLM business,...
3 on a Friday: Procad + Acatec for configs, Autodesk closes Innovyze, Spectris grows its CAE/test platform
3 on a Friday: Procad + Acatec for configs, Autodesk closes Innovyze, Spectris grows its CAE/test platform Lots of acquisition news this week. I already covered Bentley’s expansion in Maximo implementations and Hexagon’s into AI-powered CAE — here...
Hexagon to acquire CADLM for AI-powered CAE
Hexagon to acquire CADLM for AI-powered CAE Hexagon announced that it will acquire CADLM SAS, a “pioneer in powering computer-aided engineering (CAE) with artificial intelligence (AI) and machine learning to revolutionise the impact of simulation in product...
