PLMish earnings so far: mostly cautious but upbeat
PLMish earnings so far: mostly cautious but upbeat Bentley Systems and Trimble reported results yesterday, so while we have weeks to go still in this earnings season, it seems reasonable to do a recap of the main themes so far. As you may know, I listen to a lot of...
Nemetschek to acquire GoCanvas for over USD700 million
Nemetschek to acquire GoCanvas for over USD700 million Deal news is flowing fast right now … Today, the Nemetschek Group announced that it will acquire the shares of GoCanvas Holdings, a US-based company that makes field worker collaboration solutions — so, on a...
So much news: acquisitions, divestitures, non-deals and an appreciation
So much news: acquisitions, divestitures, non-deals and an appreciation Last week, I was in the Cotswolds in England. It was gorgeous; I’ll tell you more about it some other time — but, oh my goodness, the PLMish world kept going! Yes, there’s lots of earnings news,...
Nemetschek’s view: AEC is doing OK, thank you very much
Nemetschek’s view: AEC is doing OK, thank you very much Remember how the VAR results I wrote about yesterday showed some weakness in AEC? Like many things, that may be the case, but not for everyone. The Nemetschek Group just announced preliminary results for 2023...
Nemetschek goes all in on dTwins
Nemetschek goes all in on dTwins When I was with Graphisoft last month, I had the chance to speak with Graphisoft CEO Huw Roberts and Nemetschek’s César Rodriguez about Nemetschek’s vision of the future, one in which its brands are better integrated (while remaining...
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble There has been so much earnings news –generally good retrospectively with varying degrees of caution looking ahead– that I’ve lost sight of one of the...
Nemetschek hits 2022 revenue target — just
Nemetschek hits 2022 revenue target — just Nemetschek announced preliminary results for fiscal 2022 earlier today, indicating that business slowed slightly in Q4. For 2022, the company reported revenue of €802 million, which means Q4 revenue of €203 million...
2 on a Wednesday: Earnings from Hexagon and Nemetschek
2 on a Wednesday: Earnings from Hexagon and Nemetschek Hexagon and Nemetschek reported results late last week, and I just couldn’t get to them — so here are quick recaps. Hexagon reported total net sales in Q3 of €1,317 million, up 22% as reported and up 7% on an...

