Siemens weighs in on 2020 and 2021 — and is optimistic

Siemens weighs in on 2020 and 2021 — and is optimistic

Siemens weighs in on 2020 and 2021 — and is optimistic Last month, I was fortunate enough to speak with Tony Hemmelgarn, CEO Siemens’ Digital Industries Software division. Mr. Hemmelgarn oversees much of what we think of as Siemens’ PLM business,...
Super-Quick: Update on Siemens + SAP Teamcenter

Super-Quick: Update on Siemens + SAP Teamcenter

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...
Super-Quick: Update on Siemens + SAP Teamcenter

Siemens + SAP = Teamcenter Squared?

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...
Siemens weighs in on 2020 and 2021 — and is optimistic

What we learned: IBM, SAP and MuM report CQ1

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...
Siemens weighs in on 2020 and 2021 — and is optimistic

SAP pre-announces, still sees growth for 2020

SAP pre-announces, still sees growth for 2020 SAP became the latest company in our PLMish universe to pre-announce results for the quarter ended March 31, and offer some glimpses into how other companies may have fared — and to what the rest of 2020 may hold....
Siemens weighs in on 2020 and 2021 — and is optimistic

ANSYS hit Q2 out of the park

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...
Siemens weighs in on 2020 and 2021 — and is optimistic

Earnings-apalooza! SAP, DS, PTC, AspenTech today

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...