Q2 AEC earnings: Six companies, one industry, four trends

Q2 AEC earnings: Six companies, one industry, four trends

Q2 AEC earnings: Six companies, one industry, four trends The AECish part of our PLMish universe is absolutely rocking. Every company beat or met expectations and raised full-year guidance in the recent spate of earnings news. Before we get to some comments, a few key...
Q2 AEC earnings: Six companies, one industry, four trends

Clues ahead of PLMish earnings season? Or not?

Clues ahead of PLMish earnings season? Or not? PLMish earnings start tomorrow, when Sandvik reports its second-quarter results. I don’t know what they’ll say, but I’m getting questions about PLMish earnings since IBM pre-announced results on Tuesday...
PLM earnings check: AI, tariffs, and longer sales cycles

PLM earnings check: AI, tariffs, and longer sales cycles

PLM earnings check: AI, tariffs, and longer sales cycles Earnings season kicked off last week. No true PLM heavyweights yet, but enough software and industrial results to start looking at sales and demand trends. And some interesting bits and pieces. Fasten your...
Q2 AEC earnings: Six companies, one industry, four trends

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...
Q2 AEC earnings: Six companies, one industry, four trends

Many newsy bits on a Thursday: deals and earnings, oh my!

Many newsy bits on a Thursday: deals and earnings, oh my! What did I see this morning? We’re not even at the end of January, and it already feels like a very long year … something like that. You too? We’ll get through it together! While the wider world...
MuM starts PLMish earnings on a strong, but mixed, note

MuM starts PLMish earnings on a strong, but mixed, note

MuM starts PLMish earnings on a strong, but mixed, note Mensch und Maschine reported its July/August/September results a few days ago. If you recall, Mensch und Maschine is both an Autodesk reseller and a supplier of its own software. As of mid-September, Autodesk...
A wander through PLMish earnings so far

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...
A wander through PLMish earnings so far

MuM didn’t see problems in Q2; reports record half-year

MuM didn’t see problems in Q2; reports record half-year Mensch und Maschine (MuM) today reported results for the second quarter—and the good news is that it was the strongest H1 in the company’s history. Of course, it is not selling megadeals to aerospace and...
A wander through PLMish earnings so far

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...