Feb 19, 2021 | Hot Topics
5 on a Friday: Rescale, Lectra+Gerber, Hexagon’s R-evolution, C3D Labs’ 2020 results, and SAP’s no-code acquisition It’s been a week. Let’s wrap it up with a few newsy tidbits that didn’t make it into full blog posts. Rescale, the...
Jan 29, 2021 | Hot Topics
5 on a Friday: Physna secures investment, AVEVA extends OSI timeline, SAP, AspenTech, and 3D printed organs A busy, busy week. Here, a quick roundup of what I found interesting this week: Physna closed a $20 million Series B funding round led by Sequoia Capital....
Jan 15, 2021 | Hot Topics
Maybe the end to fiscal 2020 wasn’t so bad — SAP and AVEVA update First things first: the lack of financial news in the PLMish world is encouraging. If the December quarter (meaning October+November+December) had been far below expectations, we would have...
Jul 28, 2020 | Hot Topics
Super-Quick: Update on Siemens + SAP Teamcenter We’re starting to get answers to some of the open questions about the partnership SAP and Siemens announced earlier this month, regarding the integration of Siemens’ Teamcenter and SAP’s S4/Hana. Many...
Jul 20, 2020 | Hot Topics
Siemens + SAP = Teamcenter Squared? Last week Siemens and SAP announced that they would be connecting Siemens’ Teamcenter with SAP’s supply chain and asset management solutions to, as they said, deliver integrated end-to-end software solutions across...
Apr 21, 2020 | Hot Topics
What we learned: IBM, SAP and MuM report CQ1 As I noted yesterday we’re starting to get into earnings season for software companies and, as expected, the news is mixed. If you want details, go here for details on IBM’s quarter, here for SAP, and here for...
Aug 15, 2019 | Hot Topics
One giant deal, several large deals and new accounting rules helped ANSYS report a Q2 that knocked most metrics out of the park**. Details are below, but the main takeaway, for me, of ANSYS’ Q2 is this: being a one-stop shop matters. Having the ability to...
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...
