What we learned: IBM, SAP and MuM report CQ1

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...
What we learned: IBM, SAP and MuM report CQ1

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....
What we learned: IBM, SAP and MuM report CQ1

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...
What we learned: IBM, SAP and MuM report CQ1

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...
SAP, ANSYS and digital twins (oh my)

SAP, ANSYS and digital twins (oh my)

I find it fascinating that SAP is pushing so hard on physics-based IoT capabilities, when it could more naturally come at IoT from the perspective of business analytics. Its partnership with ANSYS is another big step in that direction, adding more solvers and a...
ANSYS & SAP create insights across engineering & operations

ANSYS & SAP create insights across engineering & operations

In all of the noise a few weeks ago about PTC’s partnership with ANSYS to embed ANSYS Discovery Live into Creo, you might have missed the news that ANSYS has also partnered with SAP to bring physics-based analytics to the foreground in manufacturing operations. ANSYS...
Fedem hits the stage in front of 30,000 at SAPPHIRE

Fedem hits the stage in front of 30,000 at SAPPHIRE

I was just at SAPPHIRE, SAP’s massive user conference. Quite a few very kind attendees explained to me how they couldn’t do their finance, HR or supply chain management jobs without SAP’s solutions — but I went to learn about Leonardo,...
Q&A Friday: CD-adapco and CAE at the Olympics

Q&A Friday: CD-adapco and CAE at the Olympics

It’s a gorgeous summer day here in New England — a perfect time for a little A to some of the Qs that have come in to the Schnitger Corp. website: Who is the CEO of CD-adapco? Bob Ryan has been the CEO of CD-adapco since June. You may know Mr. Ryan from...
SAP closes Ariba deal, focuses on cloud

SAP closes Ariba deal, focuses on cloud

SAP announced earlier today that it was raising its full-year revenue target as a result of strong software sales of its own products and with an extra boost from its acquisition of Ariba, which closed on October 1. All executives on the earnings call said that the...
SAP closes Ariba deal, focuses on cloud

Quickies: DDD acquires, SAP beats

It’s earnings season, so there’s all sorts of news coming out. Two quick items to note: 3D Systems announced that has acquired Viztu Technologies, the developer of an online platform that turns pictures and videos into printable 3D objects. DDD plans to...