PLM earnings check: AI, tariffs, and longer sales cycles
PLM earnings check: AI, tariffs, and longer sales cycles Earnings season kicked off last week. No true PLM heavyweights yet, but enough software and industrial results to start looking at sales and demand trends. And some interesting bits and pieces. Fasten your...
So much news: Synopsys, Bentley, Hexagon & more deals
So much news: Synopsys, Bentley, Hexagon & more deals Hello 2026! Is it too late to wish you a happy, productive new year? I hope not — because I do! Of course, the news continued to flow as December wore on and January began, so let’s do a quick catch-up....
Cadence expands CAE portfolio with $3.25B MSC Software deal
Cadence expands CAE portfolio with $3.25B MSC Software deal Cadence announced yesterday that it will acquire Hexagon’s Design and Engineering (D&E) business—including MSC Software—for €2.7 billion (~$3.25 billion). The deal is a mix of cash (€1.89 billion) and...
5 on a Tuesday: Hexagon, Siemens + Dotmatics, Nano + Desktop, Rescale, Chinese/Hungarian BIM — oh my
5 on a Tuesday: Hexagon, Siemens + Dotmatics, Nano + Desktop, Rescale, Chinese/Hungarian BIM — oh my There is a LOT going on, so it’s time for a catch up. Earnings season is about to start again, and we’ve already had one early report: Hexagon...
Hexagon to spin off ALI and SGI into NewCo in early 2026
Hexagon to spin off ALI and SGI into NewCo in early 2026 Earnings season is almost over, and there’s a lot to catch up on, but news just came into the inbox that Hexagon has decided that it will, indeed, spin off its ALI business. What is that, you ask, and what...
Catching up: AspenTech+Emerson, 3D printing, Geomagic
Catching up: AspenTech+Emerson, 3D printing, Geomagic I’ve been neck-deep in earnings news lately —need to find the time to post longer recaps of PLMish ones— and the general sentiment isn’t too upbeat. Nothing horrible, but a lot of spending sounds like...
Many newsy bits on a Thursday: deals and earnings, oh my!
Many newsy bits on a Thursday: deals and earnings, oh my! What did I see this morning? We’re not even at the end of January, and it already feels like a very long year … something like that. You too? We’ll get through it together! While the wider world...
So much news: acquisitions, divestitures, non-deals and an appreciation
So much news: acquisitions, divestitures, non-deals and an appreciation Last week, I was in the Cotswolds in England. It was gorgeous; I’ll tell you more about it some other time — but, oh my goodness, the PLMish world kept going! Yes, there’s lots of earnings news,...
