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 […]
[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2
Posted By scuttleblurb On In [ADSK] Autodesk,[DSY:EN] Dassault Systemes,[PTC] PTC Inc. | Comments Disabled[APPN, PEGA, SMAR] No/low code evolution
Posted By scuttleblurb On In [APPN] Appian,[PEGA] Pega Systems,[SMAR] Smartsheet | Comments DisabledThere 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, […]
[ELLI – Ellie Mae] SaaS With Class…But Still Too Expensive
Posted By scuttleblurb On In [ELLI] Ellie Mae | Comments DisabledSeveral 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 […]
Quick Blurbs [SAP, Tripadvisor]
Posted By scuttleblurb On In [SAP] SAP SE,Quick Blurbs | Comments Disabled
[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 […]
Quickblurb [AXP – American Express; SAP – SAP SE]
Posted By scuttleblurb On In [AXP] American Express,[SAP] SAP SE,Quick Blurbs | Comments Disabled
[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) […]