PLM earnings check: AI, tariffs, and longer sales cycles
PLM earnings check: AI, tariffs, and longer sales cycles Earnings season kicked off last week. No true PLM heavyweights yet, but enough software and industrial results to start looking at sales and demand trends. And some interesting bits and pieces. Fasten your... 4 on a Monday: SAP and Sandvik report results, GT acquires, more on Synopsys+Ansys
4 on a Monday: SAP and Sandvik report results, GT acquires, more on Synopsys+Ansys PLMish and PLM-adjacent earnings ramp up this week, with PTC, Hexagon, Dassault Systèmes, and others announcing, but we’ve already some news. SAP, the enterprise software biggie,...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news Tech earnings start piling up this week, so before we drown under news from Meta, Apple, Amazon, and others — and PTC and Dassault Systemes in our... Quickie: SAP Q1 revenue up but so are costs related to Russia and Ukraine
Quickie: SAP Q1 revenue up but so are costs related to Russia and Ukraine Last week, Sandvik and Mensch und Maschine said that the effects of the war in Ukraine hadn’t really amounted to much as of March 30 — makes sense, since that was the first month of...
5 on a Friday: Construction app sees investment; earnings from AspenTech, Rockwell, SAP, Software AG
5 on a Friday: Construction app sees investment; earnings from AspenTech, Rockwell, SAP, Software AG Interest in digitizing the construction industry remains high. On Monday, ConstructSecure announced that it secured a $96 million investment led by Summit Partners.... 5 on a Friday: Aras, Hexagon, Sandvik acquire; Nemetschek invests and earnings are a GO
5 on a Friday: Aras, Hexagon, Sandvik acquire; Nemetschek invests and earnings are a GO One year ends and another begins … pretty much as the old one left off. While we were eating too many cookies in late December, Nemetschek and Sandvik announced deals; Aras...
6 on a Wednesday: Bentley buys more rail asset management, Hexagon completes Infor EAM deal, Velo3D trading as VLD, Dassault Systèmes partners with Synopsys, more on Emerson+AspenTech and SAP pre-announces
6 on a Wednesday: Bentley buys more rail asset management, Hexagon completes Infor EAM deal, Velo3D trading as VLD, Dassault Systèmes partners with Synopsys, more on Emerson+AspenTech and SAP pre-announces A quick roundup of just a bit of the recent PLMish news:... 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,... 
