Siemens’ FQ1 saw solid contributions from EDA, Mendix but also PLM caution
Siemens’ FQ1 saw solid contributions from EDA, Mendix but also PLM caution Last week was a busy earnings week and we’re going to spend some time this week trying to catch up. First off, Siemens announced that its fiscal first-quarter (ended in December)...
Nemetschek closed out 2020 with “very positive” Q4
Nemetschek closed out 2020 with “very positive” Q4 Nemetschek released preliminary results for Q4 this morning and said that it “closed the fiscal year with a very positive fourth quarter” that enabled it to meet its raised annual target for...
5 on a Friday: Physna secures investment, AVEVA extends OSI timeline, SAP, AspenTech, and 3D printed organs
5 on a Friday: Physna secures investment, AVEVA extends OSI timeline, SAP, AspenTech, and 3D printed organs A busy, busy week. Here, a quick roundup of what I found interesting this week: Physna closed a $20 million Series B funding round led by Sequoia Capital....
PTC blew past forecasts in FQ1, raises guidance for year
PTC blew past forecasts in FQ1, raises guidance for year PTC reported results for its fiscal first quarter of 2021, ended December 31, 2020, last night — and they were pretty darned good. Before we get too excited, though, it’s important to note that...
Maybe the end to fiscal 2020 wasn’t so bad — SAP and AVEVA update
Maybe the end to fiscal 2020 wasn’t so bad — SAP and AVEVA update First things first: the lack of financial news in the PLMish world is encouraging. If the December quarter (meaning October+November+December) had been far below expectations, we would have...
AEC shows resilience & growth — recap of Autodesk, AVEVA, Bentley & Nemetschek’s earnings
AEC shows resilience & growth — recap of Autodesk, AVEVA, Bentley & Nemetschek’s earnings Autodesk, AVEVA, Bentley, and Nemetschek reported results for their most recent financial quarter over the last few weeks and it’s time to catch up. First,...
Quickies: Autodesk acquires & Dassault Systèmes updates guidance
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...
It’s good to be a CAE supplier: notes on Ansys and Altair earnings
It’s good to be a CAE supplier: notes on Ansys and Altair earnings Altair and Ansys reported results for the quarter ended September 30, 2020, a few weeks agoand it’s time to catch up. First, a quick recap of the individual results, then what investment...
