6 on a Wednesday: Bentley buys more rail asset management, Hexagon completes Infor EAM deal, Velo3D trading as VLD, Dassault Systèmes partners with Synopsys, more on Emerson+AspenTech and SAP pre-announces
6 on a Wednesday: Bentley buys more rail asset management, Hexagon completes Infor EAM deal, Velo3D trading as VLD, Dassault Systèmes partners with Synopsys, more on Emerson+AspenTech and SAP pre-announces A quick roundup of just a bit of the recent PLMish news:...
ESI sets the stage with a decent Q2
ESI sets the stage with a decent Q2 ESI reported results today for the quarter ended 30 June that were … decent. As you may know, ESI is in the middle of a transformation from a company that was somewhat random in its execution and communication with customers...
Bentley saw a rebound in infrastructure in Q2 but is cautious about China
Bentley saw a rebound in infrastructure in Q2 but is cautious about China Bentley continues to grow its deep expertise in various AEC disciplines — most recently, expanding its focus in underground resource mapping and analysis. This diversity serves it well; read on....
AspenTech is cautious about F2022, citing end-market uncertainty
AspenTech is cautious about F2022, citing end-market uncertainty We still have to hear from Autodesk, but there’s been a lot of AECish earnings news over the last few weeks. This post starts a modest series as we try to catch up on those results. AspenTech reported...
Altair beats Q2 forecasts and raises 2021 guidance
Altair reported results last week — and like others in our PLMish universe, they were better than expected. The details: Total revenue in Q2 was $120 million, up 22% and $8 million ahead of expectations. Altair doesn’t do the constant currency thing for...
Ansys has a great Q2 and expects the momentum to continue
Ansys reported pretty awesome Q2 results last night, and this morning on its earnings call, said that growth was due to three things: increased optimism among its customers that end-market demand will come back post-pandemic, its own efforts to stay close to those...
AVEVA says revenue up 11% in CQ2, excluding OSI
AVEVA gave one of its minimalist earnings updates today, likely because its largest shareholder, Schneider Electric, announced its Q2 results this morning. (Schneider Electric is on a quarterly calendar, with the year ending in December; AVEVA’s fiscal year ends...
PTC saw FQ3 momentum in Creo, Windchill; not so much in IoT
PTC reported fiscal third quarter results last night that were … Okay. You can read/see/hear all of the details here. PTC offers data on overall product buckets, geos, etc. that you should go check out. A few of the things I thought most relevant and then some...
