Bentley’s S-1 shines a light on how private companies grow, “with engineers in charge”
Bentley’s S-1 shines a light on how private companies grow, “with engineers in charge” As you probably know, Bentley filed to go public a few weeks ago. I put up a quick blog about the filing that evening and promised to read the whole thing and...
Autodesk’s Q2 revenue up 15%, comes out swinging on AEC
Autodesk’s Q2 revenue up 15%, comes out swinging on AEC Autodesk has lost none of its swagger, yesterday reporting that total revenue was up 15%, with results across the metrics that investors look at ahead of consensus estimates. Even so, the company’s...
AspenTech continues trend of good PLMish news
AspenTech continues good PLMish news trend We’re learning a lot about what works and what doesn’t when a global pandemic hits — there’s no guarantee that this will work next time but, so far: low-touch subscriptions sales and renewals, anything...
Altair’s Q2 beat expectations; leads to slight raise in 2020 guidance
Altair’s Q2 beat expectations; leads to slight raise in 2020 guidance Altair reported results last week that continue the PLMish theme of “it could have been much much worse”. First, the details: Total revenue was $98.6 million, down 8% as reported...
Siemens Digital Industries software revenue up 11% – and a hint that all is well at Bentley
Siemens Digital Industries software revenue up 11% – and a hint that all is well at Bentley Siemens AG is a huge and complicated business that announced fiscal third-quarter results yesterday. Total FQ3 revenue was down 5% from a year ago to €13.5 billion....
ANSYS Q2 shows big deals CAN be closed during a pandemic
ANSYS Q2 shows big deals CAN be closed during a pandemic Large deals made ANSYS’ Q2 look unusually strong, in what otherwise has been a relatively weak reporting season in our PLMish world. ANSYS CEO Ajay Gopal said the company closed the largest deal in its...
Quickie: Nemetschek’s cautious optimism, RIB roars ahead
Quickie: Nemetschek’s cautious optimism, RIB roars ahead A quick update on Nemetschek and RIB’s AEC-ish earnings — and on the progress of Schneider Electric’s acquisition of a majority of RIB’s shares, since you’ve been asking....
PTC’s FQ3 was better than feared, leads to slightly raised expectations for FY20
PTC’s FQ3 was better than feared, leads to slightly raised expectations for FY20 PTC announced what it would announce on July 8, so last week’s earnings release wasn’t in any way a surprise — but the color and context around the news is what...
