The PLMish VAR economy: mixed Q2 so far
The PLMish VAR economy: mixed Q2 so far As PLMish earnings start, it’s helpful to look at the results reported by the (very few) publicly traded value-added resellers (VARs). They’re the canary in the coal mine, on the front lines with the buyers of PLMish solutions....
Can PLM save the planet?
Can PLM save the planet? Creating sustainable product lifecycles was a big-stage topic at every event I attended this spring. Presenters started their talks with dire statistics about a planet in peril and wound up encouraging us to focus on those aspects we can do...
Realize LIVE 2023: Siemens says it’s shifting the conversation
Realize LIVE 2023: Siemens says it’s shifting the conversation There’s something special about being at a user conference in person. The random encounters. A roomful of people nodding when they agree with a speaker — or the look of confusion when the room’s...
Digital Twins, Threads, and Tapestries – oh my
Digital Twins, Threads, and Tapestries – oh my A couple of weeks ago, I attended the CIMdata PLM Road Map & Eurostep PDT North America 2023 event in Washington DC and, I’ve got to say, it was terrific. A great speaker lineup, high-level content, vendor...
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts
Hexagon’s Q1 showed growth –also in China– even as the company exited unprofitable US defense contracts Hexagon reported results this morning — and they tell a different story of the environment in China. Read on. Total revenue in Q1 was €1287...
PTC’s ramp deals: “nothing but goodness” in a solid FQ2
PTC’s ramp deals: “nothing but goodness” in a solid FQ2 PTC reported results last night that were quite good, though a lot of what interests me (at any rate) is buried inside unhelpful product buckets. When PTC says “CAD” in these earnings...
Dassault Systèmes wobbles on license, otherwise good Q1
Dassault Systèmes wobbles on license, otherwise good Q1 Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased...
PLMish earnings start strong, with good news from MuM and Sandvik
PLMish earnings start strong, with good news from MuM and Sandvik Two reports start us off this earnings season: Mensch und Maschine, the Autodesk reseller, and Sandvik, the Swedish company buying its way into CAM. First, MuM. Mensch und Maschine Software reported...
