Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news

Super quick: Hexagon preannounces because of data breach

Super quick: Hexagon preannounces because of data breach Almost every earnings season, someone asks why companies preannounce, and I reply that it’s usually to make sure no ethics violations can occur. Earnings info is usually considered market-moving so if a...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news

Sandvik’s Q4 2022 knocked expectations out of the park

Sandvik’s Q4 2022 knocked expectations out of the park Sandvik started the PLMish reporting season with a bang, reporting Q4 2022 results that beat expectations in nearly all instances. (Note that Sandvik doesn’t give exact guidance, so the numbers that were...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news

2 on a Wednesday: Earnings from Hexagon and Nemetschek

2 on a Wednesday: Earnings from Hexagon and Nemetschek Hexagon and Nemetschek reported results late last week, and I just couldn’t get to them — so here are quick recaps. Hexagon reported total net sales in Q3 of €1,317 million, up 22% as reported and up 7% on an...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news

ESI’s Q3 shows subs transition ahead of plan

ESI’s Q3 shows subs transition ahead of plan You might recall that ESI held its Live event in September. That was customer-focused, where presenters talked about how the auto, aero, and heavy industries use ESI products to design better and faster. The week...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news

MuM adds to PLMish good news

MuM adds to PLMish good news Mensch und Maschine Software says it “remained undeterred on the record track in Q3, achieving the strongest [nine month] figures in the company’s history” because of “strong new business for M+M Software, as well...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news

Sandvik kicks off PLMish earnings with flair

Sandvik kicks off PLMish earnings with flair Sandvik announced its fiscal third quarter earnings today, and the manufacturing solutions business led the way. Recall that the company is both acquiring (adding 5 cutting tool companies in Q3 alone) and divesting at the...