PLMish earnings so far: mostly cautious but upbeat
PLMish earnings so far: mostly cautious but upbeat Bentley Systems and Trimble reported results yesterday, so while we have weeks to go still in this earnings season, it seems reasonable to do a recap of the main themes so far. As you may know, I listen to a lot of...
Autodesk says it’s sticking to tuck-in acquisitions
Autodesk says it’s sticking to tuck-in acquisitions And the news just keeps coming on what is supposed to be a sleepy summer Monday … unless you’re in France, where it’s Bastille Day. Autodesk just released a filing to the SEC (here on...
Bloomberg: Autodesk thinking about buying PTC
Bloomberg: Autodesk thinking about buying PTC Late yesterday, Bloomberg reported that Autodesk Inc. is weighing an acquisition of rival engineering-software provider PTC Inc., according to people familiar with the matter.PTC is also drawing interest from other...
A wander through PLMish earnings so far
A wander through PLMish earnings so far This has been an unusually long and somewhat fraught earnings season. We started with Dassault Systèmes’ preannouncement, wandered through the drama around Autodesk’s delayed publication of its fiscal 2024 (ended 31...
Catchup: Bentley gets a new CEO, Francisco acquires Jama, JDM buys Penta and STRUXI, Stratasys snaps up Arevo’s IP, Synopsys+Ansys still a go
Catchup: Bentley gets a new CEO, Francisco acquires Jama, JDM buys Penta and STRUXI, Stratasys snaps up Arevo’s IP, Synopsys+Ansys still a go Happy Spring! While you’ve been out gathering daffodils (not us – we had snow last weekend here in New...
4+1 on a Wednesday: Autodesk, Maya HTT, BAE Systems and PTC acquire — plus a thank you for a safe landing
4+1 on a Wednesday: Autodesk, Maya HTT, BAE Systems and PTC acquire — plus a thank you for a safe landing I spent the last month traveling, going to Graphisoft’s Archicad 27 launch in Budapest, Bentley’s Year in Infrastructure in Singapore, and AVEVA World in...
Quickie: PTC announces CEO change; Rockwell sells its stake in PTC
Quickie: PTC announces CEO change; Rockwell sells its stake in PTC Earnings season rolls along, and I will eventually get to capsules covering PLMish results (mixed so far, nothing horrible), but there are two PTC items to cover outside of earnings. The first is that...
Can PLM save the planet?
Can PLM save the planet? Creating sustainable product lifecycles was a big-stage topic at every event I attended this spring. Presenters started their talks with dire statistics about a planet in peril and wound up encouraging us to focus on those aspects we can do...
