In DS’ Q2, SOLIDWORKS was again the standout
I have been trying to get time to expand on this brief note, but the news is just coming too fast right now. Here is a summary of Dassault Systèmes’ (DS) fiscal second quarter results, reported last week. Total revenue of €840 million was up 4% as reported and...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 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...PTC beats expectations, fiddles with targets & ends most perpetual sales on 1/1
Bucking the trend, PTC announced fiscal third quarter results yesterday that showcased a product mix shifting the other way, as more customers opted for perpetual licenses, with the higher up-front revenue lifting PTC above its revenue guidance for the quarter. More...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 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 + 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...DS: Industrie 4.0 is old news; makers and innovators will rule tomorrow
Dassault Systèmes just announced Q1 results, and they are mostly positive. As with each release, there are various accounting treatments, as-reported and constant currency, grouped-together buckets of revenue … I suggest that you dig through the details here,...
