Q2 AEC earnings: Six companies, one industry, four trends

Q2 AEC earnings: Six companies, one industry, four trends

Q2 AEC earnings: Six companies, one industry, four trends The AECish part of our PLMish universe is absolutely rocking. Every company beat or met expectations and raised full-year guidance in the recent spate of earnings news. Before we get to some comments, a few key...
Nemetschek expands Build with HCSS acquisition

Nemetschek expands Build with HCSS acquisition

Nemetschek expands Build with HCSS acquisition Nemetschek just announced that it will acquire Heavy Construction Systems Specialists (HCSS) from private equity firm Thoma Bravo. I know you’re all asking, who?? HCSS makes specialized software for civil,...
PLM earnings check: AI, tariffs, and longer sales cycles

PLM earnings check: AI, tariffs, and longer sales cycles

PLM earnings check: AI, tariffs, and longer sales cycles Earnings season kicked off last week. No true PLM heavyweights yet, but enough software and industrial results to start looking at sales and demand trends. And some interesting bits and pieces. Fasten your...
Q2 AEC earnings: Six companies, one industry, four trends

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 expands Build with HCSS acquisition

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...
Nemetschek’s view: AEC is doing OK, thank you very much

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

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...