4 on a Friday: DS invests in AVSimulation, Newforma acquires, more on Cadence+Numeca, Siemens’ MindSphere on Red Hat OpenShift It’s been another busy week of earnings and other PLMish news. Here are some bits and pieces I didn’t have the time to...
DS’s needle moved in 2020, mostly in life sciences — and SolidWorks is a billion-dollar brand! Earlier this month, Dassault Systèmes (DS) reported results for its fourth quarter and, therefore, the full year of 2020. First a quick recap, then a bit about...
DS acquires NuoDB for cloud-native distributed SQL I hope you had a lovely and peaceful Thanksgiving if you’re in the US, and a bit of hush to hear yourself think if you’re somewhere else. Last week Dassault Systèmes announced that it was acquiring the 84%...
Quickies: Autodesk acquires, Dassault Systèmes updates guidance Autodesk University starts today, virtually, so expect a lot of news. First up, Autodesk announced that it is acquiring Spacemaker, a company that makes artificial intelligence (AI) and generative design...
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s There’s much to parse with both of these companies, so this is a brief recital of facts while I figure out what, if anything it all means. Press releases and recaps were in the...
DS reports a good Q2 and tweaks full-year forecast Very quick because it’s that kind of day — but need to let you know that Dassault Systèmes reported that Q2 results met expectations and an acquisition: DS Q2 non-IFRS revenue was €1,071 million, down 8%...
Dassault Systèmes’ Q1 as pre-announced; 2020 will be tough DS announced results last week that were pretty much in line with what they had said earlier — but the devil is in the details. If you want ALL of the details, go here. I’ll summarize what I...
DS announced Q1 will be 2.5-5% below guidance And so it starts (continues, depending on your perspective); After the stock market in Paris closed, Dassault Systèmes announced that it expects Q1 revenue to be 2.5% to 5% below the low end of its previous guidance, which...
Dassault Systèmes pivots further to life sciences but industrial still dominates revenue Dassault Systèmes announced results this morning that are generally seen as a bit “light”, meaning below analyst consensus even though they were at the top end of the...
Day: October 24, 2019 (This is the last one today, I promise!) Dassault Systèmes just reported Q3 results that have non-IFRS total revenue up 10% to €914 million and software revenue of €798 million, up 11% as reported. The press release mentions some big wins as...
