Siemens FQ3 flatish, PLM “outstanding”, reorg looms

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 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...
Siemens acquires Mendix to accelerate MindSphere rollout

DS takes majority position in Centric Software

DS takes majority position in Centric Software Dassault Systèmes just announced that it will acquire a majority stake in Centric Software, the privately-held maker of PLM solutions for the fashion, apparel, luxury and retail sectors. DS said that, “with this...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Siemens FQ2 results highlight sharp growth in PLM

Siemens released its fiscal Q2 results this morning — and PLM software continues to be a bright spot, with frequent mentions of integration into other areas of the business and the opportunities ahead. Siemens said revenue from the PLM software business...
Siemens acquires Mendix to accelerate MindSphere rollout

Siemens + Sarokal > 5G. And, what’s 5G?

A while ago, Siemens announced that its Mentor Graphic business was buying Sarokal, makers of software and hardware used in developing and testing 4G and 5G telecomms infrastructure. I didn’t know what that meant and so the good folks at Mentor gave me a crash...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

PTC’s FQ2 featured ‘strong’ CAD, PLM performance

PTC announced results on Wednesday that were, in a single word, impressive. Growth across most revenue categories, product lines, channels — and with positive outlook for the rest of 2018, too, which means no deals were pulled from the future into the fiscal second...
Siemens shines at Chicago’s DMDII

Siemens shines at Chicago’s DMDII

Siemens held another one of its innovation days a few weeks ago, this time at the UI LABS DMDII facility in Chicago. I’ve attended several of these at Siemens HQ in Munich; this was the first I’ve been to at a neutral site and the focus was completely different. In...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

10 things: PLMish earnings show confidence and growth

I’ve been recapping earnings for you for years but with the ready availability of the source materials it seems silly to just reproduce it all and make you hunt for my commentary. To make this more productive for you and for me, we’re trying something new: I’m...