Siemens PLM may be taking share — but we’re not sure
It’s been a busy couple of weeks and I’ve been remiss. One of the highlights of September was the Siemens PLM analyst event held here in Boston about 10 days ago. I wasn’t, unfortunately, able to attend the whole thing but here’s what stood out...
Quickies: PTC & Accelrys acquire; you, too, can become an FEA master
Hi team, A week of travel and jury duty have kept me from posting as much as normal, but here are a couple of things to know about while I work on more substantial write-ups of the Siemens PLM analyst event, Autodesk’s new subscriptions and other big happenings....
PTC: FQ3 challenging with pockets of strength
Earlier this evening, PTC reported fiscal third quarter (ended June 30) results that were at the bottom end of expectations — but the headline is that the company sees a tough economic outlook and decided to lower its Q4 forecast. Again. CEO Jim Heppelmann said...
Hot guitar riffs & cool announcements from PTC Live
PTC has spent the last, well, decade redefining itself. For a long time, it was the feature-based modeling powerhouse in a direct-modeling CAD world. Then it decided CAD was passé and devoted itself to building a PLM platform. Most recently, PTC entered the brave new...
Autodesk links PLM and ERP, buys Tinkercad
PLM 360 + NetSuite = Control for SMBs? Last week, Autodesk and NetSuite announced that they had entered into a strategic partnership to link Autodesk PLM 360 and NetSuite ERP, with the aim of offering PLM and ERP to small and medium-sized companies that might have...
Autodesk: Q1 was “tough”, no plan to end perpetual sales
Autodesk reported results last night that highlighted how tough the economy is, and perhaps will be for a bit longer than earlier-reporting companies had hoped. Until now, just about everyone pointed to tepid demand that got worse as we moved from January into...
PTC channel doing well, DS/SIMPOE update
It’s going to be another busy week, with earnings from Hexagon, Cimatron and Stratasys today and then CENIT, ExOne and Autodesk later in the week. Before we start on those, however, there are a couple of bits of old business to handle, too. If “old”...
Quickies: Uncertain economy drags down March quarter
It’s a busy week for earnings reports from engineering software companies. While I work on longer-form reports, here are a few quotes from my notes. Note that these are not 100% representative of the company’s March quarter reports — in other words,...
