Tag Archives: Software

image_print

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

Autodesk, Dassault, and PTC were all founded as CAD companies in the ‘80s but have since become much more than that.  PTC first integrated PLM and is now branching off into industrial IoT and augmented reality.  Dassault (which also moved into PLM and simulation) and Autodesk are no longer just supplying software tools to solve […]

To access this post, you must purchase Annual subscription or Quarterly subscription.

[APPN, PEGA, SMAR] No/low code evolution

There are some smart people who think that our brains are wired to process the world hierarchically[1][2].  For instance, neurons in one part of the visual cortex fire when they detect lines tilted at particular angles, sending those patterns to a “higher” layer where certain other neurons are attuned to the detection of particular letters, […]

To access this post, you must purchase Annual subscription or Quarterly subscription.

[ELLI – Ellie Mae] SaaS With Class…But Still Too Expensive

Several weeks ago, the stock of Ellie Mae, a SaaS that automates the grueling task of underwriting residential mortgages, got hammered when the company reported revenue weakness on lower than expected industry refinancing volumes and longer than expected ramp times for larger enterprise customers, prompting management to dramatically cut its full year revenue growth guidance […]

To access this post, you must purchase Annual subscription or Quarterly subscription.

Quick Blurbs [SAP, Tripadvisor]

[TRIP – Tripadvisor] This stock had a few crazy trading days last week, opening down 8% before closing up 2.5% on the first full trading day post-earning and then rallying again days later, apparently sparked by rustlings of a take-out [TRIP’s chairman Greg Maffei stoked such hopes a few months ago].  At least opposes this hypothetical […]
To access this post, you must purchase Annual subscription or Quarterly subscription.

Quickblurb [AXP – American Express; SAP – SAP SE]

[AXP] Mounting pressure on multiple fronts could collectively confound the Street’s expectations of low double digit EPS growth in 2018 and 2019.  [As you’re likely aware, AXP primarily differs from Visa and Mastercard in that the company, in addition to running a payment processing network like its peers, also: 1) issues credit cards (i.e. makes loans) […]
To access this post, you must purchase Annual subscription or Quarterly subscription.