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 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 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...
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023 Dassault Systèmes recently reported Q4 2022 revenue of €1,584 million, up 16% as reported and up 10% in constant currencies (cc). Software revenue was €1,429 million, up 15% (up 9%...
PTC’s FQ1 was good, but macroeconomic worries loom PTC announced fiscal Q1 2023 results last night that were better than expected in some areas. Profit was up but not as much as expected, and ARR was bigger than expected even though growth slowed a bit …...
Super quick: PTC to acquire ServiceMax for $1.5 billion PTC just announced that it will acquire ServiceMax in a $1.46 billion deal that’s expected to close in January. You’ve probably heard of ServiceMax; they offer field service management solutions in...
Siemens DI software revenue up 14%, again led by EDA Siemens today reported decent results for its fiscal third quarter even with the stresses in component supply chains and the European energy markets. The part we care most about, Digital Industries, reported revenue...
Earnings recaps: Cadence & Dassault Systèmes report solid results and talk acquisitions Cadence reported results last night and offered more insight into its entry into the life sciences market. First, the results: Q2 revenue was $858 million, up 18%. By end...
PTC closes Codebeamer deal, reports solid FQ2 PTC just announced that it has closed its acquisition of Intland Software and its Codebeamer. And that reminds me that I never did publish a note on PTC’s earnings last week — which were very positive. First,...
Quickie: DS Q1 revenue up 13%, ups year to 10% to 11% growth Dassault Systèmes announced Q1 results this morning — they were very, very good, and caused the company to raise its targets for the full fiscal year. More when there’s time, but here ar the...
