PLMish earnings so far: mostly cautious but upbeat
PLMish earnings so far: mostly cautious but upbeat Bentley Systems and Trimble reported results yesterday, so while we have weeks to go still in this earnings season, it seems reasonable to do a recap of the main themes so far. As you may know, I listen to a lot of...
A wander through PLMish earnings so far
A wander through PLMish earnings so far This has been an unusually long and somewhat fraught earnings season. We started with Dassault Systèmes’ preannouncement, wandered through the drama around Autodesk’s delayed publication of its fiscal 2024 (ended 31...
DS starts PLMish earnings on a down note
DS starts PLMish earnings on a down note And here we go—it’s the start of the third calendar quarter, which means we’ll hear from the publicly traded PLMish companies about how the second quarter went and what they expect for the rest of 2025. I admit, I didn’t see...
So much news: acquisitions, divestitures, non-deals and an appreciation
So much news: acquisitions, divestitures, non-deals and an appreciation Last week, I was in the Cotswolds in England. It was gorgeous; I’ll tell you more about it some other time — but, oh my goodness, the PLMish world kept going! Yes, there’s lots of earnings news,...
Dassault Systèmes reports Q4 2023, all in on subs
Dassault Systèmes reports Q4 2023, all in on subs Earnings season is in full flow, and it’s time to catch up. Sandvik and SAP told us that the December quarter was pretty good. Demand was better than expected; those projected economic slowdowns, the effects of...
5 on a Wednesday: Additive merger mania continues, news from the world of fashion and retail, Hexagon supports manufacturing startups
5 on a Wednesday: Additive merger mania continues, news from the world of fashion and retail, Hexagon supports manufacturing startups There is so much going on right now that it’s hard to keep up. Here are a few things I’m watching: The saga of 3D Systems’ possible...
The PLMish VAR economy: mixed Q2 so far
The PLMish VAR economy: mixed Q2 so far As PLMish earnings start, it’s helpful to look at the results reported by the (very few) publicly traded value-added resellers (VARs). They’re the canary in the coal mine, on the front lines with the buyers of PLMish solutions....
Can PLM save the planet?
Can PLM save the planet? Creating sustainable product lifecycles was a big-stage topic at every event I attended this spring. Presenters started their talks with dire statistics about a planet in peril and wound up encouraging us to focus on those aspects we can do...
