What’s in a name?

What’s in a name?

Sep 11, 2019 | Hot Topics

If you’re Siemens, apparently it’s plenty. If you tuned into the PLMish news last week, you’ll likely know that Siemens PLM Software is now Siemens Digital Industries Software and that the overarching umbrella brand for that software is Xcelerator....
DS rocked Q2 but isn’t building a supersonic car. Bummer.

DS rocked Q2 but isn’t building a supersonic car. Bummer.

Jul 24, 2019 | Hot Topics

I am still plowing through Dassault Systèmes’ materials about its second quarter, so may write an update later but here are first impressions: Q2 was good, really good, with non-IFRS revenue of €965 million, up 16% as reported, up 13% in constant currencies (cc)...
PTC’s FQ3 was OKish but weak bookings make investors unhappy

MuM revises growth forecast upward — what slowdown?

Jul 22, 2019 | Hot Topics

PLMish earnings season starts today, as Germany’s Mensch und Maschine (MuM) reports how its own software and the Autodesk VAR businesses performed in the second quarter. We’ve already heard from Hexagon and SAP that China and greater Asia, respectively,...
DS + Medidata = PLMish for Life Science

DS + Medidata = PLMish for Life Science

Jun 17, 2019 | Hot Topics

Last week, Dassault Systèmes (DS) announced that it was buying the US firm Medidata for $5.7 billion. It’s a deal that has a lot of people in the automotive and aerospace industries, long DS’ sweet spot, wondering, why? First, though, DS’ why. DS...
DS + Medidata = PLMish for Life Science

Wipro snaps up ITI

Jun 5, 2019 | Hot Topics

This is a really big deal: Wipro has signed a definitive agreement to acquire International TechneGroup Incorporated (probably better known as ITI), maker of the interoperability solutions that make the PLMish world possible. I saw the news from the Economic Times of...
PTC’s FQ3 was OKish but weak bookings make investors unhappy

Earnings-apalooza, part 2: PTC and AspenTech

Apr 24, 2019 | Hot Topics

This morning started strong, with news from SAP and Dassault Systèmes announcing nice revenue growth, highlighting customer adoption of their newer offerings. I’ll have more on those later, but here’s a quick snapshot fo the highlights. Now we’re...
PTC’s FQ3 was OKish but weak bookings make investors unhappy

Earnings-apalooza! SAP, DS, PTC, AspenTech today

Apr 24, 2019 | Hot Topics

SAP and DS have already reported, PTC and AspenTech report later this afternoon. More on each when time allows, but so far (at 8:45AM ET), we’ve learned: Dassault Systèmes’ Q1 2019 non-IFRS revenue was up 13% in constant currencies (cc) and up 8% on a cc...
PTC’s FQ3 was OKish but weak bookings make investors unhappy

Quickie: Lots of good PLM earnings news

Feb 6, 2019 | Hot Topics

It’s a big earnings day and I’m about to settle in for a long (wifi-free) flight, so a quick recap will have to hold us until I can dig into the earnings in more detail — but it sure looks like the PLMish universe is doing very well, indeed. Dassault...
PTC’s FQ3 was OKish but weak bookings make investors unhappy

PTC’s FQ1: a mixed bag with lots of Creo love

Jan 25, 2019 | Hot Topics

Investors were underwhelmed at PTC’s fiscal first quarter 2019 earnings news, since the company said its bookings were at the lower end of its guidance, leading to weaker FQ2 revenue guidance. I’m a glass half-full type of person and prefer to look at the...