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,...
5 on a Wednesday: Additive merger mania continues, news from the world of fashion and retail, Hexagon supports manufacturing startups
5 on a Wednesday: Additive merger mania continues, news from the world of fashion and retail, Hexagon supports manufacturing startups There is so much going on right now that it’s hard to keep up. Here are a few things I’m watching: The saga of 3D Systems’ possible...
4 on a Monday: ESI to become part of Keysight Technologies; Hexagon and Cadence acquire; and the cost of AI to you and the developer
4 on a Monday: ESI to become part of Keysight Technologies; Hexagon and Cadence acquire; and the cost of AI to you and the developer ESI announced that Keysight Technologies would acquire it in two stages for about EU 913 million. For those keeping track, that’s...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts Hexagon reported results this morning — and they tell a different story of the environment in China. Read on. Total revenue in Q1 was €1287...
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble There has been so much earnings news –generally good retrospectively with varying degrees of caution looking ahead– that I’ve lost sight of one of the...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news Tech earnings start piling up this week, so before we drown under news from Meta, Apple, Amazon, and others — and PTC and Dassault Systemes in our...
