Maybe the end to fiscal 2020 wasn’t so bad — SAP and AVEVA update
Maybe the end to fiscal 2020 wasn’t so bad — SAP and AVEVA update First things first: the lack of financial news in the PLMish world is encouraging. If the December quarter (meaning October+November+December) had been far below expectations, we would have...
Will PTC+Arena = SaaS dominance in PLM? Maybe
Will PTC+Arena = SaaS dominance in PLM? Maybe A lot of you have been in touch to talk about PTC’s announced acquisition of Arena Solutions. Why do this deal? What’s in it for PTC, Arena, and for their customers? What happens to Arena’s PLM where it...
Super quick: PTC to acquire Arena for SaaS PLM
Super quick: PTC to acquire Arena for SaaS PLM Continuing that momentum into all things cloud and SaaS, PTC says it’s signed a definitive agreement to acquire Arena Solutions for $715 million in cash, “enabling the company to deliver a complete CAD + PLM...
DS acquires NuoDB for cloud-native distributed SQL
DS acquires NuoDB for cloud-native distributed SQL I hope you had a lovely and peaceful Thanksgiving if you’re in the US, and a bit of hush to hear yourself think if you’re somewhere else. Last week Dassault Systèmes announced that it was acquiring the 84%...
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s There’s much to parse with both of these companies, so this is a brief recital of facts while I figure out what, if anything it all means. Press releases and recaps were in the...
MuM’s Q3 down 7% — but that’s better than Q2
MuM’s Q3 down 7% — but that’s better than Q2 One of the earnings bellwethers in our PLMish universe, Mensch und Maschine (MuM), reported this morning that its Q3 was … not as bad as Q2 … and that it expects Q4 to start ramping back up....
PTC’s FQ3 was better than feared, leads to slightly raised expectations for FY20
PTC’s FQ3 was better than feared, leads to slightly raised expectations for FY20 PTC announced what it would announce on July 8, so last week’s earnings release wasn’t in any way a surprise — but the color and context around the news is what...
Super-Quick: Update on Siemens + SAP Teamcenter
Super-Quick: Update on Siemens + SAP Teamcenter We’re starting to get answers to some of the open questions about the partnership SAP and Siemens announced earlier this month, regarding the integration of Siemens’ Teamcenter and SAP’s S4/Hana. Many...
