YII 2022: Bentley’s evolution nudges a data revolution
YII 2022: Bentley’s evolution nudges a data revolution Earlier this month, I was lucky enough to attend the 2022 edition of Bentley Systems’ Year in Infrastructure. While much was similar to prior years’ in-person YIIs, a lot was different. There was certainly the...
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,...
PTC’s F22 is off to a solid start, with momentum expected to accelerate
PTC’s F22 is off to a solid start, with momentum expected to accelerate PTC kicked its fiscal year off on a high note, with many metrics ahead of expectations. The facts, then some thoughts: Revenue in Q1 fiscal 2022 was $458 million up 7% (up 8% in constant...
5 on a Friday: Construction app sees investment; earnings from AspenTech, Rockwell, SAP, Software AG
5 on a Friday: Construction app sees investment; earnings from AspenTech, Rockwell, SAP, Software AG Interest in digitizing the construction industry remains high. On Monday, ConstructSecure announced that it secured a $96 million investment led by Summit Partners....
4 on a Friday: Autodesk gets into digital dailies, Sandvik announces Q4 results, Reese joins GE Digital, SolidWorks user event goes digital
4 on a Friday: Autodesk gets into digital dailies, Sandvik announces Q4 results, Reese joins GE Digital, SolidWorks user event goes digital Autodesk announced that it has acquired Moxion, maker of a “cloud-based platform for digital dailies used by leading...
Catchup: PTC ends fiscal 2021 on a high note, invests in SaaS for the future
Catchup: PTC ends fiscal 2021 on a high note, invests in SaaS for the future We’re about to get into earnings season when public companies talk about the quarter or year that ended in December. This is a ritual every quarter, of course, but many of the...
The last word? PTC+Rockwell=BFFs for … ever?
The last word? PTC+Rockwell=BFFs for … ever? After yesterday’s kerfuffle about an S-3 filing (where I interpreted intentions incorrectly here and tried to fix it all here), PTC and Rockwell came out with a statement that reads, in part … Rockwell has...
More on Rockwell/PTC — there actually may be nothing to see here
More on Rockwell/PTC — there actually may be nothing to see here This morning, I saw the notification of PTC’s filing of an S-3, an intention to facilitate the sale of shares owned by a third party — in this case, Rockwell. The blog I wrote (here)...
