DS’ 2018 sets the stage for expansion in 2019

DS’ 2018 sets the stage for expansion in 2019

Dassault Systèmes announced results for Q4 and fiscal 2018 just as I was boarding a plane earlier this month, and I only had time to post a very quick recap of the highlights as I saw them then. This week brings us earnings from ANSYS (tonight/tomorrow morning), as...
DS’ 2018 sets the stage for expansion in 2019

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...
PTC buys Frustum, as gen des heats up

PTC buys Frustum, as gen des heats up

Not sure what gen des is? Generative design is the use of assistive technologies to help refine a design. Need a chair to hold a certain sized person? Give a gen des tool a set of parameters, and let it design the chair for you — that’s called topology...
DS’ 2018 sets the stage for expansion in 2019

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...
PTC’s LiveWorx foreshadows digital transformations

PTC’s LiveWorx foreshadows digital transformations

PTC’s LiveWorx foreshadows digital transformations Technology. Business partnerships. Longtime customers, dragged forward. New customers to be wooed. PTC’s annual user conference, now called LiveWorx, is barely over and there is so much to digest and to...
Quick update on PTC + Rockwell

Quick update on PTC + Rockwell

I’m at PTC’s LiveWorx user conference this week. Yesterday, CEO Jim Heppelmann gave a bit more detail on the partnership with Rockwell Automation, announced last week. A quick recap: Rockwell is buying 8.4% of PTC’s shares for around $1 billion. PTC...
A few implications of PTC+Rockwell

A few implications of PTC+Rockwell

Yesterday, all I had time to do was tell you about Rockwell Automation’s $1 billion stock buy of newly issued shares of PTC, but not to muse on the implications. To be clear, PTC says it will use the proceeds to buy back shares so that the overall effect of this...