Keysight+ESI = so far, so good

Keysight+ESI = so far, so good

Keysight+ESI = so far, so good We’re deep into earnings season and getting a sense of where things stand. Most PLMish companies seem cautious about the near term, with more optimism about the second half of calendar 2024. I’ll try to do a recap soon, but today, I want...
Keysight+ESI = so far, so good

Nemetschek’s view: AEC is doing OK, thank you very much

Nemetschek’s view: AEC is doing OK, thank you very much Remember how the VAR results I wrote about yesterday showed some weakness in AEC? Like many things, that may be the case, but not for everyone. The Nemetschek Group just announced preliminary results for 2023...
Keysight+ESI = so far, so good

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...
The PLMish VAR economy: mixed Q2 so far

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....
Dassault Systèmes in 2023: nothing but potential

Dassault Systèmes in 2023: nothing but potential

Dassault Systèmes in 2023: nothing but potential I recently spent a few days with the Dassault Systèmes team in Paris. I’m still digesting it all — there was a LOT, and since my job is to find patterns, make comparisons, and note contrasts, I still much to ponder— so...