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

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

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...
Quickie: DS to acquire IQMS for SMB ERP

Quickie: DS to acquire IQMS for SMB ERP

Yet another acronym salad; sorry about that.Dassault Systèmes just announced that it plans to acquire IQMS, an enterprise resource planning (ERP) company focusing on the small and medium enterprise portion of the manufacturing sector, for $425M in cash. From the press...
PTC’s FQ1: a mixed bag with lots of Creo love

Quickie: Aras raises another $70 million in funding

Aras just announced that it has raised another $70 million in equity funding, this time led by Goldman Sachs Private Capital Investing group with participation from Silver Lake Kraftwerk and GE Ventures, both prior investor. These funds will support global...
PTC’s FQ1: a mixed bag with lots of Creo love

PTC’s F18 closed strong as reinvention continues

PTC’s Q4 and fiscal 2018 results, released last week, were solid yet investors were displeased because the forecasts for F19 presupposed a faster transition to subscriptions than many expected. Remember: subs mean lower initial revenue but a longer tail, so...
Quickie: DS to acquire IQMS for SMB ERP

Quickie: Arena acquires Onmify as PLM consolidates

Arena Solutions announced via Twitter that it has acquired Omnify Software. Arena’s PLM and quality management solutions target high tech and medical device companies, offering everything from bill of material (BOM, where the company started) to collaboration...
Quickie: DS to acquire IQMS for SMB ERP

Quick update on Aras + Comet: free means free

Yesterday, Aras announced that it has acquired Comet Solutions, to add simulation data and process management to its PLM platform. One of the intriguing things in the announcement was that Comet would be free to all subscribers. I didn’t see how that was...
Autodesk #XLR8s its way to Fusion

Autodesk #XLR8s its way to Fusion

Autodesk #XLR8s its way to Fusion (Sorry – really bad hashtag-based pun. XLR8 = Accelerate, and the complete hashtag for the event was ##XLR8Fusion.) Autodesk’s first Accelerate event happened when PLM 360 was oh-so-new. Autodeskers, VARs and early...