PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone
PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone PTC reported results last week that were both good and worrisome. The details, then what I think it might mean: Total revenue in PTC’s fiscal Q2 2021 was $462 million, up 28% as reported...
Quickie: Bentley acquires for iTwin offering
Quickie: Bentley acquires for iTwin offering Bentley just announced that it is acquiring sensemetrics and Vista Data Vision, both of which make software for Internet of Things (IoT) applications targeted at infrastructure use cases. Bentley says the companies will...
PTC blew past forecasts in FQ1, raises guidance for year
PTC blew past forecasts in FQ1, raises guidance for year PTC reported results for its fiscal first quarter of 2021, ended December 31, 2020, last night — and they were pretty darned good. Before we get too excited, though, it’s important to note that...
AspenTech continues trend of good PLMish news
AspenTech continues good PLMish news trend We’re learning a lot about what works and what doesn’t when a global pandemic hits — there’s no guarantee that this will work next time but, so far: low-touch subscriptions sales and renewals, anything...
PTC’s subs lead to a good FQ2 & perhaps a decent 2020
PTC’s subs lead to a good FQ2 & perhaps a decent 2020 PTC’s fiscal second-quarter couldn’t have been more different from Dassault Systemes’. PTC’s total revenue of $360 million was up 24%, beating expectations by a whopping $19...
AVEVA’s firing on all cylinders in H1, poised for $1B revenue in F2020
Hot Topics Schneider Electric reported results a couple of weeks ago that caused AVEVA (partly owned by SE) to say that everything was going to plan — optimistic but basically content-free. Last week, AVEVA remedied that by offering a flood of detail about its first...
What’s in a name?
If you’re Siemens, apparently it’s plenty. If you tuned into the PLMish news last week, you’ll likely know that Siemens PLM Software is now Siemens Digital Industries Software and that the overarching umbrella brand for that software is Xcelerator....
PTC’s FQ3 was OKish but weak bookings make investors unhappy
After what looked like a blockbuster LiveWorx last month, with buoyant customer use cases and technology roadmaps galore, PTC yesterday announced results that felt … flat. Some of the details (see them all here), using ASC 605 accounting because that enables us...
