ANSYS’ strong Q2 highlights portfolio effect

ANSYS’ strong Q2 highlights portfolio effect

Note: This blog was written before ANSYS updated its prepared remarks, which lowered the number of big deals from 35 to 27 and the size of the largest from $30 million to $16 million. You can read about that here — but none of the company’s revenue,...
ANSYS’ strong Q2 highlights portfolio effect

Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Yesterday Siemens announced the acquisition of Mendix; today’s news was fiscal third quarter earnings and a reorg. Tariffs came up early and often, as the uncertainty surrounding global trading frameworks affect many parts of Siemens’ business. Lack of...
Siemens closes Mendix acquisition — here’s why it matters

Siemens acquires Mendix to accelerate MindSphere rollout

Siemens announced earlier today that it plans to acquire Mendix, a company that makes what is called a “low code” application development platform. If you program from scratch in Fortran (horrors), C, C++, C#, that’s not low-code. Low-code is a...
SAP, ANSYS and digital twins (oh my)

SAP, ANSYS and digital twins (oh my)

I find it fascinating that SAP is pushing so hard on physics-based IoT capabilities, when it could more naturally come at IoT from the perspective of business analytics. Its partnership with ANSYS is another big step in that direction, adding more solvers and a...
ANSYS’ strong Q2 highlights portfolio effect

AVEVA continues to roll, we think

Schneider Electric released earnings this morning which now means that AVEVA also does, sort of. AVEVA says that it “made a solid start to the financial year” and that it “maintains a strong balance sheet and saw good cash generation in the [fiscal]...
ANSYS & SAP create insights across engineering & operations

ANSYS & SAP create insights across engineering & operations

In all of the noise a few weeks ago about PTC’s partnership with ANSYS to embed ANSYS Discovery Live into Creo, you might have missed the news that ANSYS has also partnered with SAP to bring physics-based analytics to the foreground in manufacturing operations. ANSYS...