5 on a Tuesday: Quick updates on Autodesk, Cadence, Dassault Systèmes, Lectra and Trimble
5 on a Tuesday: Quick updates on Autodesk, Cadence, Dassault Systèmes, Lectra and Trimble Autodesk sometimes makes small technology acquisitions known via its various blog platforms — and did so again, saying that it has acquired Prodsmart, a “maker of...
Altair gets into PLM with Cassini acquisition
Altair gets into PLM with Cassini acquisition Altair just announced that it has acquired Cassini Systems, a cloud-native PLM platform. Cassini does many of the things you’d expect a PLM to do — vault, manage collaboration, etc.– but perhaps a...
Siemens orders ahead of plan, SaaS booming
Siemens orders ahead of plan, SaaS booming Ah, Siemens. If you thought Hexagon was complicated, buckle in. Siemens AG just reported fiscal Q1 2022 results, and we’re going to roll that into a recap of fiscal 2021. There’s a lot of ground to cover, so...
PTC’s F22 is off to a solid start, with momentum expected to accelerate
PTC’s F22 is off to a solid start, with momentum expected to accelerate PTC kicked its fiscal year off on a high note, with many metrics ahead of expectations. The facts, then some thoughts: Revenue in Q1 fiscal 2022 was $458 million up 7% (up 8% in constant...
5 on a Friday: Construction app sees investment; earnings from AspenTech, Rockwell, SAP, Software AG
5 on a Friday: Construction app sees investment; earnings from AspenTech, Rockwell, SAP, Software AG Interest in digitizing the construction industry remains high. On Monday, ConstructSecure announced that it secured a $96 million investment led by Summit Partners....
Catchup: PTC ends fiscal 2021 on a high note, invests in SaaS for the future
Catchup: PTC ends fiscal 2021 on a high note, invests in SaaS for the future We’re about to get into earnings season when public companies talk about the quarter or year that ended in December. This is a ritual every quarter, of course, but many of the...
5 on a Friday: Aras, Hexagon, Sandvik acquire; Nemetschek invests and earnings are a GO
5 on a Friday: Aras, Hexagon, Sandvik acquire; Nemetschek invests and earnings are a GO One year ends and another begins … pretty much as the old one left off. While we were eating too many cookies in late December, Nemetschek and Sandvik announced deals; Aras...
Can the auto industry change to build-to-order?
Can the auto industry change to build-to-order? Happy New Year! I hope you were able to chill at least a little in that magic time between “got to get it all done”, “oops, too late” and “it’s a brand new year of...
