Dassault Systèmes in 2023: nothing but potential

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

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...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

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...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts

PTC’s FQ1 was good, but macroeconomic worries loom

PTC’s FQ1 was good, but macroeconomic worries loom PTC announced fiscal Q1 2023 results last night that were better than expected in some areas. Profit was up but not as much as expected, and ARR was bigger than expected even though growth slowed a bit …...