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

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

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)...
Quickie: DS invests in BioSerenity telehealth startup

Quickie: DS invests in BioSerenity telehealth startup

Quickie: DS invests in BioSerenity telehealth startup Hot on the heels of its planned acquisition of Medidata, Dassault Systèmes announced that it is the lead investor in a €65 million Series B financing round for BioSerenity, a startup developing telehealth...
Quickie: DS invests in BioSerenity telehealth startup

DS + Medidata = PLMish for Life Science

Last week, Dassault Systèmes (DS) announced that it was buying the US firm Medidata for $5.7 billion. It’s a deal that has a lot of people in the automotive and aerospace industries, long DS’ sweet spot, wondering, why? First, though, DS’ why. DS...
Earnings-apalooza! SAP, DS, PTC, AspenTech today

Earnings-apalooza! SAP, DS, PTC, AspenTech today

SAP and DS have already reported, PTC and AspenTech report later this afternoon. More on each when time allows, but so far (at 8:45AM ET), we’ve learned: Dassault Systèmes’ Q1 2019 non-IFRS revenue was up 13% in constant currencies (cc) and up 8% on a cc...
Earnings-apalooza! SAP, DS, PTC, AspenTech today

DS’ 2018 sets the stage for expansion in 2019

Dassault Systèmes announced results for Q4 and fiscal 2018 just as I was boarding a plane earlier this month, and I only had time to post a very quick recap of the highlights as I saw them then. This week brings us earnings from ANSYS (tonight/tomorrow morning), as...
#SWW19 takeaways from afar

#SWW19 takeaways from afar

For the first time in years I’m not at SolidWorks World, happening right now in Dallas, TX. Too much travel, too many time zones — it just didn’t fit. So I’ve been following from afar, on Dassault Systèmes’ live broadcasts here....
Quickie: DS invests in BioSerenity telehealth startup

Quickie: DS acquires elecworks

Dassault Systèmes said today that it will acquire Trace Software’s elecworks electrical and automation design software product line in an asset transfer. Trace has been a SolidWorks applications partner since 1997; in 2012, Trace became a strategic partner so that the...
Earnings-apalooza! SAP, DS, PTC, AspenTech today

Quickie: Lots of good PLM earnings news

It’s a big earnings day and I’m about to settle in for a long (wifi-free) flight, so a quick recap will have to hold us until I can dig into the earnings in more detail — but it sure looks like the PLMish universe is doing very well, indeed. Dassault...
Quickie: DS invests in BioSerenity telehealth startup

Quickie: DS to acquire IQMS for SMB ERP

Yet another acronym salad; sorry about that.Dassault Systèmes just announced that it plans to acquire IQMS, an enterprise resource planning (ERP) company focusing on the small and medium enterprise portion of the manufacturing sector, for $425M in cash. From the press...