PTC closes Codebeamer deal, reports solid FQ2
PTC closes Codebeamer deal, reports solid FQ2 PTC just announced that it has closed its acquisition of Intland Software and its Codebeamer. And that reminds me that I never did publish a note on PTC’s earnings last week — which were very positive. First,...
Quickie: DS Q1 revenue up 13%, ups year to 10% to 11% growth
Quickie: DS Q1 revenue up 13%, ups year to 10% to 11% growth Dassault Systèmes announced Q1 results this morning — they were very, very good, and caused the company to raise its targets for the full fiscal year. More when there’s time, but here ar the...
AVEVA has big Q4 but subs transition to slow F23 before picking up steam
AVEVA has big Q4 but subs transition to slow F23 before picking up steam AVEVA today gave a more extensive-than-usual financial update on fiscal 2022, the year ended March 31. We’ll get the full earnings release in early June, but the company disclosed today...
Quickie: SAP Q1 revenue up but so are costs related to Russia and Ukraine
Quickie: SAP Q1 revenue up but so are costs related to Russia and Ukraine Last week, Sandvik and Mensch und Maschine said that the effects of the war in Ukraine hadn’t really amounted to much as of March 30 — makes sense, since that was the first month of...
MuM says Q1 was strongest in its history
MuM says Q1 was strongest in its history That’s a heck of a headline, no? Mensch und Maschine Software reported Q1 results this week that add some details to the head: Q1 revenue was up 18% year/year to EUR 85.41 million, surpassing the previous high of EUR...
Sandvik starts PLMish earnings season and things look good
Sandvik starts PLMish earnings season and things look good Sandvik, the Swedish company that has been snapping up CAM vendors, announced first quarter results today: Revenue in Q1 was SEK 24,921 million (about $2.6 billion at today’s exchange rate), up 35% as...
ESI set for reinvention with 2021 up on all metrics
ESI set for reinvention with 2021 up on all metrics I’ve been telling you over the last few years that ESI is working on reinventing itself — going from a services-oriented, our-people-will-find-us mentality to a company that’s more outward-facing...
5 on a Tuesday: Quick updates on Autodesk, Cadence, Dassault Systèmes, Lectra and Trimble
5 on a Tuesday: Quick updates on Autodesk, Cadence, Dassault Systèmes, Lectra and Trimble Autodesk sometimes makes small technology acquisitions known via its various blog platforms — and did so again, saying that it has acquired Prodsmart, a “maker of...
