PLMish earnings are off to a good start with MuM and Cadence reporting strong performance
We’re deep into earnings this week, as Cadence, Dassault Systèmes, Hexagon, Nemetschek, and PTC all report about what happened during the quarter that ended in June. Before that all kicks off, Mensch und Maschine last week gave us a preview of what to expect....
Gamma Technologies acquires to add power converter tech to GT-SUITE
Gamma Technologies acquires to add power converter tech to GT-SUITE CAE consolidation continues — and it isn’t just at the big-company level. Gamma Technologies (GT) just announced that it has acquired Power Design Technologies SAS (PDT), maker of the...
Cadence on CAE: delight and opportunity
Cadence on CAE: delight and opportunity Over the last few months, Cadence acquired NUMECA for its CFD and Omnis offerings, and Pointwise for its meshing capabilities. These took me by surprise since both are great CAE assets that I had no idea a Cadence would be...
Ansys acquires Phoenix Integration & its ModelCenter
Ansys acquires Phoenix Integration & its ModelCenter Ansys just announced that it has acquired Phoenix Integration, maker of ModelCenter, a tool used by many who apply the principles of model-based engineering (MBE) and model-based systems engineering (MBSE). The...
Altair has a great Q1 on the convergence of CAE, HPC & AI
Altair has a great Q1 on the convergence of CAE, HPC & AI Altair CEO Jim Scapa started off the company’s Q1 earnings call by saying that their vision of the “convergence of simulation, HPC [high-performance computing] and AI [artificial intelligence]...
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,...
