Feb 15, 2019 | Hot Topics
We are nearing the end of earnings season, but still have a few biggies to go. One of those is Autodesk, and we use its largest European reseller, Mensch und Maschine (MuM) as a preview since MuM reports preliminary results a couple of weeks before Autodesk. Like...
Dec 17, 2018 | Hot Topics
A quick catch-up on recent happenings, starting with the sad news that the Managing Director of BETA CAE Systems SA, Christos Kolovos, passed away on December 7. He was one of founders of BETA CAE and was a member of the Boards of Directors of several group...
Oct 24, 2018 | Hot Topics
Germany’s Mensch und Maschine (MuM) reported results earlier this week and, as usual, we look at them to see what they might mean for Autodesk and for its broader VAR network. In case you’re unaware, MuM is probably Autodesk’s largest European...
Jul 23, 2018 | Hot Topics
We’ve seen all sorts of analogies for what happens with top line revenue during the transition from perpetual to subscriptions–bottoming out and climbing back up the other side, a hockey stick with a curved decline then a sharp upwards trend, and so...
Apr 23, 2018 | Hot Topics
What trough? As a reminder, we look at Mensch und Maschine to gauge how resellers are faring as Autodesk transitions to subscriptions — and MuM is on the upswing with its Q1 2018 report. Per its announcement, “While the [proprietary MuM] Software segment...
Apr 24, 2017 | Hot Topics
What a nice way to start a week: an earnings report that includes the word “pleasant”. Too often, it’s all business gobbledy-gook; we all know what “pleasant” means. Not stressful, satisfactory, generally positive, moving in the right...
Feb 16, 2017 | Hot Topics
Earlier this week, Germany’s Mensch und Maschine Software announced preliminary results for 2016 — and they were solid, even with the perpetual to subscription transition it and its customers are working through. Total revenue in 2016 was €167 million, up...
Oct 24, 2016 | Hot Topics
Germany’s Mensch und Maschine today announced results for the third quarter and first 9 months of 2016 — its results are usually a good preview of what we can expect from other PLMish companies and from Autodesk, since MuM is one of its largest resellers....
Jul 25, 2016 | Hot Topics
Germany’s Mensch und Maschine Software released earnings today, saying that the first half of 2016 succeeded in meeting its ambitious goals. Sales for the 6 month period were €88 million, up 8%, led by M+M Software which grew 12% to €23 million. The VAR...
Apr 25, 2016 | Hot Topics
Now, that’s a headline. We’re all worrying about how the switch to subscriptions across the software universe affects the software creators and their reseller partners, and how many will be unable to manage the cash flow implications of the change —...
