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... Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts Hexagon reported results this morning — and they tell a different story of the environment in China. Read on. Total revenue in Q1 was €1287... PTC’s ramp deals: “nothing but goodness” in a solid FQ2
PTC’s ramp deals: “nothing but goodness” in a solid FQ2 PTC reported results last night that were quite good, though a lot of what interests me (at any rate) is buried inside unhelpful product buckets. When PTC says “CAD” in these earnings... Dassault Systèmes wobbles on license, otherwise good Q1
Dassault Systèmes wobbles on license, otherwise good Q1 Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased... PLMish earnings start strong, with good news from MuM and Sandvik
PLMish earnings start strong, with good news from MuM and Sandvik Two reports start us off this earnings season: Mensch und Maschine, the Autodesk reseller, and Sandvik, the Swedish company buying its way into CAM. First, MuM. Mensch und Maschine Software reported... Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023 Dassault Systèmes recently reported Q4 2022 revenue of €1,584 million, up 16% as reported and up 10% in constant currencies (cc). Software revenue was €1,429 million, up 15% (up 9%... Earnings catch up: Siemens reports FQ1, ups DI growth targets
Earnings catch up: Siemens reports FQ1, ups DI growth targets Siemens recently announced upbeat results for its fiscal first quarter — so good, in fact, that the company raised guidance for Digital Industries (DI) and Smart Infrastructure and, as a result, for the... Nemetschek hits 2022 revenue target — just
Nemetschek hits 2022 revenue target — just Nemetschek announced preliminary results for fiscal 2022 earlier today, indicating that business slowed slightly in Q4. For 2022, the company reported revenue of €802 million, which means Q4 revenue of €203 million... 
