#SIAC18 showed that Siemens is more than the sum of its parts
Every year in late August or early September, Siemens throws a big information-fest for industry analysts and journalists where they explore the latest industry trends and technologies, and highlight Siemens’ place in its customer/partner ecosystem. It’s...
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,...
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 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...
Quickie: GE considers sale of digital assets, maybe including Predix
Several news outlets this morning say that GE is exploring the sale of some or all of its digital assets — which could include the Predix IoT platform. You might remember that Predix was a big deal at GE under former CEO Jeffrey Immelt but has been...
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...
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]...
PTC beats expectations, fiddles with targets & ends most perpetual sales on 1/1
Bucking the trend, PTC announced fiscal third quarter results yesterday that showcased a product mix shifting the other way, as more customers opted for perpetual licenses, with the higher up-front revenue lifting PTC above its revenue guidance for the quarter. More...
