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...
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...
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...
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...
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 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...
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...
Sometimes I get to do really cool things, like this. A few weeks ago, I recorded a web episode of Allan Behrens’ series on all things PLMish and IoTish for disruptive live, “the UK’s first tech TV channel”. We riff on what happened (and what we...
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...
I must say that I didn’t see this one coming but I probably should have: Aras just announced that it has acquired Comet Solutions, makers of simulation process management tools that enable users to be systematic in their application of CAE — keeping...
