More details on AVEVA + OSIsoft — including about that rights offer

AVEVA says it’s in talks to acquire OSIsoft

AVEVA says it’s in talks to acquire OSIsoft It’s been rumored for a while that Schneider Electric is thinking about acquiring OSIsoft; today AVEVA said in a press release that it was in talks for the deal. (Schneider Electric owns most of AVEVA.) If you’re...
More details on AVEVA + OSIsoft — including about that rights offer

Schneider Electric gets into construction, buys RIB

Schneider Electric gets into construction, buys RIB How interesting: Schneider Electric just announced that it is buying RIB Software, the German maker of cloud and desktop solutions for AEC/construction projects, for €1.4 billion (a 6.5x revenue multiple). Why?...
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s

AVEVA’s F19 revenue up 12% on reinvention & execution

It’s always hard to pick out one factoid from a company’s earnings release, but I think this one says much about how AVEVA is doing: 13 months after swallowing / being swallowed by the larger Schneider Electric Software (SES), the company reported total...
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s

AVEVA says full steam ahead

AVEVA issued one of its periodic trading updates — they don’t really say much but seem to be required to coincide with parent company Schneider Electric’s earnings releases. Schneider Electric is on a December year-end, quarterly pattern while AVEVA...
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s

AVEVA cruises along, positive about FY2019

Schneider Electric announced results today, which means that we have a hint about how things are going at AVEVA. AVEVA says that it “delivered low double-digit revenue growth in the first nine months of the financial year”, meaning the period ended...
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s

AVEVA says H1 went well

Oh so many earnings this week! So far, the news has been mostly positive as customers are buying to plan. PTC continues its march to subscriptions (and caused endless kerfuffles on the earnings call because it’s adopting a new accounting standard). Dassault...