PLM | Schnitger Corporation

Quickies: Earnings good to tepid so far

Oct 31, 2012 | Hot Topics

We’re still recovering from hurricane Sandy here in New England. Schools are open as are most roads, but a lot of people are still without power and assessing damage. It could have been a lot worse, so we’re grateful. It’s interesting that the New...

PLM Innovation abounds

Oct 30, 2012 | Hot Topics

I spent part of last week in Atlanta, at the PLM Innovation Americas conference. I typically go to company-sponsored events, where a single vendor showcases its wares at a user conference, investor or analyst event. PLM Innovation was different — lots of...

Siemens on PLM, Mars, shipbuilding and so much more

Sep 25, 2012 | Hot Topics

Get this: we’re using Teamcenter to visualize a car, trying to assess the impact of a design change. First, we zoom in on the components that are in a specific area a foot forward of the steering wheel. Then we shift from a location-based view to a system view,...

Autodesk grew 4% in FQ2, accelerating to the cloud

Aug 24, 2012 | Hot Topics

First things first, everybody: Breathe. Now do it again. Yes, Autodesk’s FQ2 results weren’t full of awesome goodness, but they weren’t horrible. Like PTC’s “pothole” earlier this year, yesterday’s announcement serves as a...

DS’ great Q2 – a step closer to €2 billion

Jul 27, 2012 | Hot Topics

Dassault Systèmes yesterday reported on its second quarter results and raised its guidance for the full year to €2 billion — quite a milestone. But much of the content of the presentation and conference calls wasn’t about last quarter, but about how DS...

For PTC, “interesting” = “good”

Jun 8, 2012 | Hot Topics

A couple of months ago, I wrote that “PTC is such an interesting company. A bunch of really smart people who … get too far ahead of their customers (remember “CAD is dead”?), alienate those who sign the checks while retaining intense loyalty among the user...

Autodesk’s Q1 “Solid, uneven”

May 18, 2012 | Hot Topics

Autodesk announced results last night for the quarter ended April 30. While pretty good retrospectively, the company’s outlook was cautious, leading to a sharp decline in the company’s share price morning. The good: total revenue was up 11%, revenue from Asia hit a...

PTC: Pothole repair underway

Apr 26, 2012 | Hot Topics

PTC today gave more details on its financial performance in the March quarter (its fiscal Q2) and a glimpse into the year ahead. The high points: a positive spin on the revenue miss in FQ1, much more cautious outlook for the rest of the year (but the potential for...

CENIT & Softech: Mixed pictures

Apr 17, 2012 | Hot Topics

Yesterday was a really busy news day, what with earnings news from AVEVA, CENIT and Softech and the merger of Objet and Stratasys– not to mention trying to write future posts about COFES, Rulestream and CD-adapco’s user conference –and so a couple of items...

Autodesk PLM 360: Insanely configurable?

Mar 9, 2012 | Hot Topics

I’ve spent the last few days playing around with Autodesk’s new PLM 360 offering. I’m an engineer and have been around CAD, PDM, PLM and the like for 30 years – but no one should think of me as a PLM implementation expert. I also don’t...