DS’s Q1 beat expectations on mainstream strength
DS’s Q1 beat expectations on mainstream strength Dassault Systèmes reported results for its fiscal first quarter today. There’s a lot to unpack, so let’s get to the details: Total revenue of €1173 million was up 3% as reported and up 9% in constant...
AVEVA’s F2021 basically flat — but optimistic about AVEVA+OSI future; CEO Hayman stepping down
AVEVA’s F2021 basically flat — but optimistic about AVEVA+OSI future; CEO Hayman stepping down As you know, Schneider Electric (SE) owns a majority of AVEVA shares, so when Schneider announces results they usually say something about AVEVA’s results....
MuM announced a “pleasing start” to 2021
MuM announced a “pleasing start” to 2021 Get ready — PLMish earnings really crank up this week. We’re off to a good start, with MuM announcing last week that sales aren’t yet at pre-pandemic levels but were, even so, good. MuM, more...
Siemens weighs in on 2020 and 2021 — and is optimistic
Siemens weighs in on 2020 and 2021 — and is optimistic Last month, I was fortunate enough to speak with Tony Hemmelgarn, CEO Siemens’ Digital Industries Software division. Mr. Hemmelgarn oversees much of what we think of as Siemens’ PLM business,...
4 on a Friday: AVEVA+OSIsoft a done deal, MuM’s 2020 leads to optimism, Unity acquires for AEC, Ansoft’s Csendes elected to NAE
4 on a Friday: AVEVA+OSIsoft a done deal, MuM’s 2020 leads to optimism, Unity acquires for AEC, Ansoft’s Csendes elected to NAE What a week! Here are a few more things to know before kicking back for the weekend: On Friday, AVEVA said that it completed its...
Wrapping up 2020 earnings with Ansys, Autodesk, and Bentley
Wrapping up 2020 earnings with Ansys, Autodesk, and Bentley I have been trying to get to writing long-form pieces about how 2020 ended for Ansys, Autodesk, and Bentley ever since the companies reported but it’s been crazybusy. We’re nearing the end of March, which...
Altair reports strong Q4, cautiously optimistic about 2021
Altair reports strong Q4, cautiously optimistic about 2021 Last week, Altair announced results for Q4 that closed 2020 on a high note, beating revenue guidance by a lot, and setting up a solid 2021. The details: Total revenue in Q4 was $133.4 million, up 8% as...
Hexagon’s 2020 showed sequential improvement — should continue in 2021
Hexagon’s 2020 showed sequential improvement — should continue in 2021 Continuing the earnings catchup, today we tune into Hexagon, the parent company of brands such as MSC Software, Leica, and PPM (fka Intergraph PPM). In all, 2020 was a mixed year for...
