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...
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...
Being a VAR is tough: updates from Mensch und Machine, Addnode, and Rand
Being a VAR is tough: updates from Mensch und Machine, Addnode, and Rand Mensch und Maschine (MuM) reported preliminary Q4 and 2023 results yesterday, and that prompted me to look: Addnode’s results came last week, and Rand Worldwide published an update last...
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...
4 on a Monday: SAP and Sandvik report results, GT acquires, more on Synopsys+Ansys
4 on a Monday: SAP and Sandvik report results, GT acquires, more on Synopsys+Ansys PLMish and PLM-adjacent earnings ramp up this week, with PTC, Hexagon, Dassault Systèmes, and others announcing, but we’ve already some news. SAP, the enterprise software biggie,...
4+1 on a Wednesday: Autodesk, Maya HTT, BAE Systems and PTC acquire — plus a thank you for a safe landing
4+1 on a Wednesday: Autodesk, Maya HTT, BAE Systems and PTC acquire — plus a thank you for a safe landing I spent the last month traveling, going to Graphisoft’s Archicad 27 launch in Budapest, Bentley’s Year in Infrastructure in Singapore, and AVEVA World in...
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....
And we’re off: Sandvik reports 9th consecutive quarter of revenue growth
And we’re off: Sandvik reports 9th consecutive quarter of revenue growth It’s that time again: PLMish earnings season. If you recall, a year ago, we heard of companies winding down their businesses and exiting operations in Russia, often at a considerable cost...
