Earnings update, AEC edition — a mixed bag
This earnings season has been incredibly busy and I have fallen far, far behind in summarizing the highlights. To try to catch up a bit, I’ll be grouping these companies by general product category for you, since that’s so much more useful than chronologically by...
Quickies: Uncertain economy drags down March quarter
It’s a busy week for earnings reports from engineering software companies. While I work on longer-form reports, here are a few quotes from my notes. Note that these are not 100% representative of the company’s March quarter reports — in other words,...
Many signals positive as HEXA, NEMT and TRMB report
We’ve recently heard from three of the main publicly traded players in infrastructure software and this week we start hearing from some of their main customers. It seems, therefore, like a good time to review what’s being said about the climate for...
Public infrastructure: what happens if we don’t invest?
Last weekend a huge storm dumped as much as 3 feet of snow on New England. Many municipalities put in place driving bans, which kept people off the roads and sped up snow removal. But when we all hit the roads on Monday, the traffic jams highlighted the huge problems...
Quickies: Acquisitions news from the break
Welcome back! While some of us were out of the office, others were clearly hard at work and doing more than sipping eggnog. This week, we’ll try to catch up. Acquisitions didn’t seem to slow down one bit as the year rolled over, as a number of companies...
Trimble snaps up Vico for 4D/5D
Trimble Navigation (an ever-greater misnomer) announced on Friday that it has acquired the assets of privately-held Vico Software, Inc., a provider of 4D and 5D architectural modeling software and consulting services. Trimble says this acquisition “extends...
Quickies: PTC & FARO disappoint, AspenTech upbeat
A huge day in engineering IT earnings, as PTC and FARO explain their miss to investors while AspenTech and Trimble issue earnings reports. A very quick headline on each and then I dash to the airport — more to come. PTC reported last night that revenue for its...
Trimble keeps moving with partnerships, acquisitions
Last Friday, Trimble Navigation and FARO announced that they signed an OEM and distribution agreement for FARO’s 3D laser scanners. Under the agreement, FARO will provide Trimble with a differentiated product based upon the FARO Laser Scanner Focus3D. Trimble...
