”A Major Shift-Left Milestone for Developers of Software-Defined Vehicles,” Says Siemens PLM Boss
TONY HEMMELGARN on Comprehensive Digital Twins in the PAVE360 electronic design automation (EDA) environment.
An interesting angle in Tony Hemmelgarn’s general technical policy statement is that he turns the concepts upside down. Sure, he says, the world of product development is challenging, and it's not getting any easier.
"On the contrary, our customers really have relentless pressure in the product development process. The new products have electronics and software added at a rocket pace. They've got to deal with the features that come from that addition, as well as the traditional mechanical challenges, sustainability requirements, regulatory requirements, supply chain concerns, etc. Some would argue: 'Let's simplify that complexity.' But that's not realistic. Complexity is increasing, and it's going rapidly. So, we take a different approach: The complexity is there; why can't we use it as a competitive advantage?"
Exactly, why not? The topics of today’s article, Software-Defined Vehicles (SDV), digital twins, and Software-to-Chips (SoC) is typical of the growing complexity. The mechanics are still there, but a lot has been added, like electricity/electronics (E/E), software, and AI. Today's vehicles are indeed computers on four wheels. Can this growing complexity be turned into an advantage?
"Absolutely," says Hemmelgarn, CEO, Siemens Digital Industries Software, pointing at the comprehensive digital twin concept. “Automotive is typical in this loop. For example, today’s SDV concepts include an intricate mix of software and electronics. System-to-chip, SoCs, play significant roles in the development of ADAS (Advanced Driver Assistance Systems) and infotainment (IVI). With PAVE360 we've demonstrated how automotive OEMs can resolve critical bottlenecks in ADAS and IVI. The digital twin is central.”
Siemens PAVE360 supports technologies for creating system-level digital twins for ADAS and IVI functions. The twins can be connected to reference vehicles to perform functional validation in the earliest design stages and, in short, manage the entire SoC lifecycle, from pre-silicon to post-silicon integration and system-level testing.
”It’s a great example of a ’shift-left’ technology. PAVE360 is also uniquely positioned to provide the digital twin to support the high level validation certification. With scalability at its core, the same multi-fidelity environment can be adapted over time to provide validation throughout the entire vehicle development flow,” says Hemmelgarn, pointing at the recent deal with automotive chip and system design developer SAICEC. ”By leveraging PAVE360’s scalable digital twin technology, they accelerate chip-to-vehicle validation, driving faster innovation, improved safety, and shortened development times for SDVs." It’s a major step forward – why?
Click on the headline to read more on PLM&ERP News.
An interesting angle in Tony Hemmelgarn’s general technical policy statement is that he turns the concepts upside down. Sure, he says, the world of product development is challenging, and it's not getting any easier.
"On the contrary, our customers really have relentless pressure in the product development process. The new products have electronics and software added at a rocket pace. They've got to deal with the features that come from that addition, as well as the traditional mechanical challenges, sustainability requirements, regulatory requirements, supply chain concerns, etc. Some would argue: 'Let's simplify that complexity.' But that's not realistic. Complexity is increasing, and it's going rapidly. So, we take a different approach: The complexity is there; why can't we use it as a competitive advantage?"
Exactly, why not? The topics of today’s article, Software-Defined Vehicles (SDV), digital twins, and Software-to-Chips (SoC) is typical of the growing complexity. The mechanics are still there, but a lot has been added, like electricity/electronics (E/E), software, and AI. Today's vehicles are indeed computers on four wheels. Can this growing complexity be turned into an advantage?
"Absolutely," says Hemmelgarn, CEO, Siemens Digital Industries Software, pointing at the comprehensive digital twin concept. “Automotive is typical in this loop. For example, today’s SDV concepts include an intricate mix of software and electronics. System-to-chip, SoCs, play significant roles in the development of ADAS (Advanced Driver Assistance Systems) and infotainment (IVI). With PAVE360 we've demonstrated how automotive OEMs can resolve critical bottlenecks in ADAS and IVI. The digital twin is central.”
Siemens PAVE360 supports technologies for creating system-level digital twins for ADAS and IVI functions. The twins can be connected to reference vehicles to perform functional validation in the earliest design stages and, in short, manage the entire SoC lifecycle, from pre-silicon to post-silicon integration and system-level testing.
”It’s a great example of a ’shift-left’ technology. PAVE360 is also uniquely positioned to provide the digital twin to support the high level validation certification. With scalability at its core, the same multi-fidelity environment can be adapted over time to provide validation throughout the entire vehicle development flow,” says Hemmelgarn, pointing at the recent deal with automotive chip and system design developer SAICEC. ”By leveraging PAVE360’s scalable digital twin technology, they accelerate chip-to-vehicle validation, driving faster innovation, improved safety, and shortened development times for SDVs." It’s a major step forward – why?
Click on the headline to read more on PLM&ERP News.
DIGITAL CATAPULT: UK Defence Initiative Taps TECHNIA for Core PLM Expertise
MICHAEL HURST, head of TECHNIA UK: “A testament to the strength of the company’s PLM expertise.”
PLM consultant TECHNIA, part of the Addnode Group and Dassault Systemes’ largest global VAR (Value Added Reseller), has been named one of five companies to participate in the UK defence project Digital Catapult Defence Testbed Accelerator. This is an additive manufacturing programme designed to strengthen the resilience of the defence industrial supply chain and promote the practical application of technological innovation to ensure the industry is future-proof. The project will address critical supply chain challenges, including securing data sharing and enabling agile, distributed manufacturing.
The programme is being delivered by Digital Catapult as part of the “Made Smarter Innovation | Digital Supply Chain Hub,” in collaboration with the UK Ministry of Defence (MoD), leading defence manufacturers, and key UK technology companies.
There are undeniably good reasons for an investment of this calibre. In the context of the globally unstable security situation, Western European defence industries are on their toes. Not least, Russia’s offensive war in Ukraine has put the spotlight on the growing importance of new technologies on the battlefield. The development of drones is one such role, as are the possibilities of quickly accessing 3D-printed components in field environments.
The background is that the UK defence sector currently has long lead times to secure military assets. Fragmented data systems are one of these obstacles disrupting supply chains. One effect of this is that operational readiness is not optimal. To address the problems, the UK MoD has looked at creating a federated digital inventory of manufacturing information. In this, the aim has been to provide authorized partners with a single, secure view of important technical data and thereby also enable distributed 3D printing of defense components.
That TECHNIA UK, the company's British division, is one of the players that is now given a major role in this is not only prestigious but also a testament to the weight of its PLM expertise.
"Our proven expertise in PLM, system integration, and secure data exchange makes it a strong fit to meet this challenge. With our global track record of delivering complex, secure integration projects in various industries, we’re well positioned to contribute to interoperability and digital resilience for the defense industry," comments the head of TECHNIA UK & NAM, Michael Hurst (pictured).
Click on the link to read more on PLM&ERP News.
PLM consultant TECHNIA, part of the Addnode Group and Dassault Systemes’ largest global VAR (Value Added Reseller), has been named one of five companies to participate in the UK defence project Digital Catapult Defence Testbed Accelerator. This is an additive manufacturing programme designed to strengthen the resilience of the defence industrial supply chain and promote the practical application of technological innovation to ensure the industry is future-proof. The project will address critical supply chain challenges, including securing data sharing and enabling agile, distributed manufacturing.
The programme is being delivered by Digital Catapult as part of the “Made Smarter Innovation | Digital Supply Chain Hub,” in collaboration with the UK Ministry of Defence (MoD), leading defence manufacturers, and key UK technology companies.
There are undeniably good reasons for an investment of this calibre. In the context of the globally unstable security situation, Western European defence industries are on their toes. Not least, Russia’s offensive war in Ukraine has put the spotlight on the growing importance of new technologies on the battlefield. The development of drones is one such role, as are the possibilities of quickly accessing 3D-printed components in field environments.
The background is that the UK defence sector currently has long lead times to secure military assets. Fragmented data systems are one of these obstacles disrupting supply chains. One effect of this is that operational readiness is not optimal. To address the problems, the UK MoD has looked at creating a federated digital inventory of manufacturing information. In this, the aim has been to provide authorized partners with a single, secure view of important technical data and thereby also enable distributed 3D printing of defense components.
That TECHNIA UK, the company's British division, is one of the players that is now given a major role in this is not only prestigious but also a testament to the weight of its PLM expertise.
"Our proven expertise in PLM, system integration, and secure data exchange makes it a strong fit to meet this challenge. With our global track record of delivering complex, secure integration projects in various industries, we’re well positioned to contribute to interoperability and digital resilience for the defense industry," comments the head of TECHNIA UK & NAM, Michael Hurst (pictured).
Click on the link to read more on PLM&ERP News.
World-Leading Dutch Dairy Player Bets on TECHNIA and Dassault’s 3DEXPERIENCE Platform
MAGNUS FALKMAN, TECHNIA’s CEO on the new FrieslandCampina Professional partnership: “A remarkable example of the meeting of innovation, collaboration and digital excellence.”
Globally operating dairy company Royal FrieslandCampina Group’s division, Professional Systems, has selected PLM consultant TECHNIA to provide a digital collaboration platform to enable more efficient cooperation between the various suppliers and manufacturers of its Lattiz product line. This Dutch company group is one of the world leaders in the dairy business, and its FrieslandCampina Professional Systems division specializes in advanced dairy-based solutions for the food service and manufacturing industries, with a particular emphasis on encapsulation technology. TECHNIA’s role in this context is to create a digital collaboration platform that sharpens and streamlines the collaboration between the various suppliers and manufacturers of the Dutch company's Lattiz product line.
Lattiz is an award-winning milk frothing system designed for baristas and hotel and restaurant staff. It delivers smooth, high-quality milk froth at the touch of a button, saving time and reducing waste.
It is also clear that the group of companies is a major player in the global dairy industry. Royal FrieslandCampina NV generated nearly €13 billion in revenue in 2024, of which the FrieslandCampina Professional Systems division accounts for around 20%, or at least did the year before (2023).
The more exact scope of the order that TECHNIA received is not clear from the press release. However, the CEO of the Addnode-owned subsidiary, Magnus Falkman, sees an important role for this Dassault Systèmes’ largest global VAR (Value Added Reseller):
“We are proud to support FrieslandCampina in its digital journey,” the TECHNIA boss says in a comment, and continued: “The Lattiz product line is a remarkable example of how innovation, collaboration, and digital excellence come together. Our focus is to give our customers the tools and expertise to deliver smarter, more sustainable products faster.”
He also added that the FrieslandCampina Professional division did a comprehensive evaluation process, and that the division will work with Dassault's ”3DEXPERIENCE platform on the cloud to manage product data, streamline collaboration with external partners, and future-proof its development process.”
An interesting angle on TECHNIA when it comes to DS solutions, is the company’s breadth. In short, it has produced effective PLM installations in extremely diverse industries. We are talking about everything from clothing, travel, and leisure equipment (Guess, TUI, and Haglöfs) to construction and civil engineering (Skanska), medical technology (B.Brown), and monster sports cars (Koenigsegg), to name a few examples. Even the dairy industry isn’t new to the TECHNIA team: It has previously installed a major PLM solution at Arla, the world's fifth largest dairy producer.
Click on the headline to read more on PLM&ERP News.
Globally operating dairy company Royal FrieslandCampina Group’s division, Professional Systems, has selected PLM consultant TECHNIA to provide a digital collaboration platform to enable more efficient cooperation between the various suppliers and manufacturers of its Lattiz product line. This Dutch company group is one of the world leaders in the dairy business, and its FrieslandCampina Professional Systems division specializes in advanced dairy-based solutions for the food service and manufacturing industries, with a particular emphasis on encapsulation technology. TECHNIA’s role in this context is to create a digital collaboration platform that sharpens and streamlines the collaboration between the various suppliers and manufacturers of the Dutch company's Lattiz product line.
Lattiz is an award-winning milk frothing system designed for baristas and hotel and restaurant staff. It delivers smooth, high-quality milk froth at the touch of a button, saving time and reducing waste.
It is also clear that the group of companies is a major player in the global dairy industry. Royal FrieslandCampina NV generated nearly €13 billion in revenue in 2024, of which the FrieslandCampina Professional Systems division accounts for around 20%, or at least did the year before (2023).
The more exact scope of the order that TECHNIA received is not clear from the press release. However, the CEO of the Addnode-owned subsidiary, Magnus Falkman, sees an important role for this Dassault Systèmes’ largest global VAR (Value Added Reseller):
“We are proud to support FrieslandCampina in its digital journey,” the TECHNIA boss says in a comment, and continued: “The Lattiz product line is a remarkable example of how innovation, collaboration, and digital excellence come together. Our focus is to give our customers the tools and expertise to deliver smarter, more sustainable products faster.”
He also added that the FrieslandCampina Professional division did a comprehensive evaluation process, and that the division will work with Dassault's ”3DEXPERIENCE platform on the cloud to manage product data, streamline collaboration with external partners, and future-proof its development process.”
An interesting angle on TECHNIA when it comes to DS solutions, is the company’s breadth. In short, it has produced effective PLM installations in extremely diverse industries. We are talking about everything from clothing, travel, and leisure equipment (Guess, TUI, and Haglöfs) to construction and civil engineering (Skanska), medical technology (B.Brown), and monster sports cars (Koenigsegg), to name a few examples. Even the dairy industry isn’t new to the TECHNIA team: It has previously installed a major PLM solution at Arla, the world's fifth largest dairy producer.
Click on the headline to read more on PLM&ERP News.
Faster and Smarter Simulations with COMSOL Multiphysics 6.4 Leveraging AI and NVIDIA GPU Power
A Conversation with ED FONTES, VP of Development, on the New Version.
For a commercial world player in Simulation & Analysis, COMSOL is something of a hidden gem. Yet it qualified for a commercial top-ten ranking in 2024 in the CAE segment in PLM analyst CIMdata’s latest review (2025 edition) of the leading industry players.
But it’s not the revenue that puts the company in the spotlight. Instead, it’s the technical needs that have grown exponentially as the world’s products and development processes have become increasingly complex. Mechanical engineering has gradually decreased as a share of product development work as electricity, electronics, software, miniaturization, and regulatory compliance requirements have increased dramatically. On the bottom line, the factors that influence, control, and potentially disrupt product functions have increased as the growing number of physical effects interact.
“This is where the COMSOL Multiphysics suite stands out,” notes Ed Fontes, when I discuss the new version with him. “The greatest strength of COMSOL Multiphysics remains its multiphysics capabilities and its ability to describe the interaction between several coupled physical phenomena. This is particularly important for electrification and the miniaturization of semiconductors and electronic components. In both fields, one needs to study the effects of electromagnetic fields coupled to thermal and structural phenomena, for example, in batteries, generators, electric motors, and miniaturized electronic circuits.”
But COMSOL Multiphysics also stands out for single-physics since so many different phenomena can be modeled within one user interface. This means that users don’t need to learn a new tool when working across different physics areas, which is a great value in the company’s solutions. Like the evolution towards simplicity on the surface and in terms of usability, parallel to that, performance, technical capacity, and ability to handle complexity in depth have been continuously sharpened. The new 6.4 version lives up to this reputation:
“Absolutely,” says Fontes. “We are more modern and highly user-friendly compared to other CAE tools. It enables fast turnaround from model idea to results, which is crucial in fast-growing and highly competitive fields where timing can make a big difference.”
But there are several aspects of speed in the new 6.4: The expanded support for NVIDIA’s GPU-based solvers is one that not only provides hyper-fast solutions of equations, but also accelerates COMSOL’s compiled simulation apps.
“One of my favorite improvements,” says Fontes. “NVIDIA CUDA Direct Sparse Solver provides substantial speed-ups when solving equations for almost all types of physics, and is particularly effective for accelerating nonlinear multiphysics problems.
Other news is the new Granular Flow Module, a new framework for time-explicit dynamic analysis, and on the AI side, support for GPT-5 and other OpenAI API-compatible models.
Click on the headline to read more on PLM&ERP News.
For a commercial world player in Simulation & Analysis, COMSOL is something of a hidden gem. Yet it qualified for a commercial top-ten ranking in 2024 in the CAE segment in PLM analyst CIMdata’s latest review (2025 edition) of the leading industry players.
But it’s not the revenue that puts the company in the spotlight. Instead, it’s the technical needs that have grown exponentially as the world’s products and development processes have become increasingly complex. Mechanical engineering has gradually decreased as a share of product development work as electricity, electronics, software, miniaturization, and regulatory compliance requirements have increased dramatically. On the bottom line, the factors that influence, control, and potentially disrupt product functions have increased as the growing number of physical effects interact.
“This is where the COMSOL Multiphysics suite stands out,” notes Ed Fontes, when I discuss the new version with him. “The greatest strength of COMSOL Multiphysics remains its multiphysics capabilities and its ability to describe the interaction between several coupled physical phenomena. This is particularly important for electrification and the miniaturization of semiconductors and electronic components. In both fields, one needs to study the effects of electromagnetic fields coupled to thermal and structural phenomena, for example, in batteries, generators, electric motors, and miniaturized electronic circuits.”
But COMSOL Multiphysics also stands out for single-physics since so many different phenomena can be modeled within one user interface. This means that users don’t need to learn a new tool when working across different physics areas, which is a great value in the company’s solutions. Like the evolution towards simplicity on the surface and in terms of usability, parallel to that, performance, technical capacity, and ability to handle complexity in depth have been continuously sharpened. The new 6.4 version lives up to this reputation:
“Absolutely,” says Fontes. “We are more modern and highly user-friendly compared to other CAE tools. It enables fast turnaround from model idea to results, which is crucial in fast-growing and highly competitive fields where timing can make a big difference.”
But there are several aspects of speed in the new 6.4: The expanded support for NVIDIA’s GPU-based solvers is one that not only provides hyper-fast solutions of equations, but also accelerates COMSOL’s compiled simulation apps.
“One of my favorite improvements,” says Fontes. “NVIDIA CUDA Direct Sparse Solver provides substantial speed-ups when solving equations for almost all types of physics, and is particularly effective for accelerating nonlinear multiphysics problems.
Other news is the new Granular Flow Module, a new framework for time-explicit dynamic analysis, and on the AI side, support for GPT-5 and other OpenAI API-compatible models.
Click on the headline to read more on PLM&ERP News.
Emixa Expands Siemens-Focused PLM Powerhouse into the Nordics with the NEXTAGE Group Acquisition
TAPIO JUURAKKO, CEO of Nextage: "EMIXA's technology portfolio and international experience provide great value for our customers."
Dutch PLM and integration consultant Emixa is acquiring Nordic PLM consultant in the Siemens sphere, Nextage Group, with 34 employees, revenues of just over $7 million, and Sweden, Denmark, and Finland as main markets. No purchase price was disclosed.
The significantly larger Emixa, with 530 employees and owned by private equity firm Holland Capital, is, like Nextage, specialized in solutions for design, manufacturing, and simulation, with a focus on Siemens Digital Industries Software's "arsenal" in the Xcelerator portfolio. Emixa works primarily with the full spectrum of Siemens software: The Teamcenter platform as the PLM backbone, CAD design in NX and Solid Edge, simulation in the Simcenter suite, Polarion on the ALM and software management side, and Tecnomatics for digital manufacturing. But it also uses technologies such as SAP ERP, the low-code platform Mendix, and Boomi integration.
Nextage also builds its business on Siemens software, around which it has created an interesting solution, NVP, a standardized PLM platform built on Siemens Teamcenter, "best practices", and deep PLM experience. A strong point is the record-breaking fast implementation. "Users can be up and running in ten days, including tools for CAD management, product structures, and document management," PLM&ERP News stated in an article a few years ago.
Emixa has a background that isn’t uncommon in the PLM consulting industry, where consolidations among the major PLM developers' partner side have been a hallmark of the past half-decade. The company is described in the press material as a digital transformation actor and was formed through the acquisition and rebranding of several specialized companies, starting with Holland Capital's acquisition of Magnus Digital in 2020. By 2021, PLM Solutions and Dimensys had merged, and the three companies merged to form Emixa. In the following years, Emixa continued to grow through further acquisitions, including Appronto and OnePLM, all to sharpen its PLM, low-code, and integration expertise. In 2024-2025, the group was rebranded under the name Emixa, unified its ID, and continued its expansion, especially in Eastern Europe.
With today's announcement of Emixa's acquisition, the company is expanding into the Nordic market, marking an important milestone in Emixa's European expansion.
“An exciting next step for Nextage and our customers. We have built a solid foundation in the Nordics, and with Emixa’s complementary technology portfolio and international experience, we can offer even more value and capacity to our customers,” says Tapio Juurakko (pictured), CEO, founder, and owner of Nextage Group.
“A deal based on Siemens technology that accelerates the digital transformation in Nordic industry,” says Siemens Digital Industries Software’s Nordic chief, Zandra Nilsson.
Click on the headline to read more on PLM&ERP News.
Dutch PLM and integration consultant Emixa is acquiring Nordic PLM consultant in the Siemens sphere, Nextage Group, with 34 employees, revenues of just over $7 million, and Sweden, Denmark, and Finland as main markets. No purchase price was disclosed.
The significantly larger Emixa, with 530 employees and owned by private equity firm Holland Capital, is, like Nextage, specialized in solutions for design, manufacturing, and simulation, with a focus on Siemens Digital Industries Software's "arsenal" in the Xcelerator portfolio. Emixa works primarily with the full spectrum of Siemens software: The Teamcenter platform as the PLM backbone, CAD design in NX and Solid Edge, simulation in the Simcenter suite, Polarion on the ALM and software management side, and Tecnomatics for digital manufacturing. But it also uses technologies such as SAP ERP, the low-code platform Mendix, and Boomi integration.
Nextage also builds its business on Siemens software, around which it has created an interesting solution, NVP, a standardized PLM platform built on Siemens Teamcenter, "best practices", and deep PLM experience. A strong point is the record-breaking fast implementation. "Users can be up and running in ten days, including tools for CAD management, product structures, and document management," PLM&ERP News stated in an article a few years ago.
Emixa has a background that isn’t uncommon in the PLM consulting industry, where consolidations among the major PLM developers' partner side have been a hallmark of the past half-decade. The company is described in the press material as a digital transformation actor and was formed through the acquisition and rebranding of several specialized companies, starting with Holland Capital's acquisition of Magnus Digital in 2020. By 2021, PLM Solutions and Dimensys had merged, and the three companies merged to form Emixa. In the following years, Emixa continued to grow through further acquisitions, including Appronto and OnePLM, all to sharpen its PLM, low-code, and integration expertise. In 2024-2025, the group was rebranded under the name Emixa, unified its ID, and continued its expansion, especially in Eastern Europe.
With today's announcement of Emixa's acquisition, the company is expanding into the Nordic market, marking an important milestone in Emixa's European expansion.
“An exciting next step for Nextage and our customers. We have built a solid foundation in the Nordics, and with Emixa’s complementary technology portfolio and international experience, we can offer even more value and capacity to our customers,” says Tapio Juurakko (pictured), CEO, founder, and owner of Nextage Group.
“A deal based on Siemens technology that accelerates the digital transformation in Nordic industry,” says Siemens Digital Industries Software’s Nordic chief, Zandra Nilsson.
Click on the headline to read more on PLM&ERP News.
Europeiska spelaren i Siemens-sfären, EMIXA, kliver in på den nordiska PLM-marknaden – köper Nextage...
TAPIO JUURAKKO, CEO för Nextage: "EMIXAs teknikportfölj och internationella erfarenhet ger ett stort värde för våra kunder."
Nederländska PLM- och integrations-konsulten Emixa köper svenska PLM-konsulten inom Siemens-sfären, Nextage Group, med 34 anställda, intäkter på drygt 70 miljoner kronor och Sverige, Danmark och Finland som huvudmarknader. Någon köpeskilling anges inte av parterna.
Det betydligt större Emixa, har 530 anställda och ägs av private equity-bolaget Holland Capital, och är liksom Nextage specialiserat på lösningar för design, tillverkning och simulering, med fokus på Siemens Digital Industries Softwares arsenal av mjukvaror i Xcelerator-portföljen. Emixa arbetar i detta främst med hela spektret av Siemen-mjukvaror: Med Teamcenter-plattformen som PLM-backbone och med CAD-design i NX och Solid Edge, simulering i Simcenter-sviten, Polarion på ALM- och mjukvaruhantering-sidan och med Tecnomatics för digital tillverkning. Men man utnyttjar även teknologier som SAP ERP, lågkod-plattformen Mendix och Boomi-integration.
Även Nextage bygger sin verksamhet på Siemens-mjukvarorna, kring vilket man byggt upp en intressant lösning NVP, en standardiserad PLM-plattform, NVP, byggd på Siemens Teamcenter, ”best practices” och en lång PLM erfarenhet. En tung poäng med denna är rekordsnabb implementation. ”Användarna kan vara uppe och rulla på tio dagar, inkluderat verktyg för CAD-management, produktstrukturer och dokumenthantering,” konstaterade PLM&ERP News i en artikel fölr några år sedan.
Emixa har en idag inte ovanlig bakgrund i PLM-konsult-branschen, där konsolideringar bland de stora PLM-utvecklarnas partnersida varit ett utmärkande drag de senaste halvdecenniet. Bolaget beskrivs i pressmaterialet som ett digitalt transformationsföretag och bildades genom förvärv och omprofilering av flera specialiserade företag, med början i Holland Capitals förvärv av Magnus Digital 2020. År 2021 hade PLM Solutions och Dimensys gått samman, och de tre företagen gick samman för att bilda Emixa. Under de följande åren fortsatte Emixa att växa genom ytterligare förvärv, inklusive Appronto och OnePLM, allt för att vässa sin PLM-, low-code och integrationsexpertis. Under 2024-2025 omprofilerades gruppen officiellt under det enda namnet Emixa, förenade sin identitet och fortsatte sin expansion, särskilt i Östeuropa.
Med dagens besked om Emixas förvärv expanderar bolaget in på den nordiska marknaden, vilket markerar en viktig milstolpe i Emixas europeiska expansion.
”Ett spännande nästa steg för Nextage och våra kunder. Vi har byggt en solid grund i Norden, och med Emixas kompletterande teknikportfölj och internationella erfarenhet kan vi erbjuda ännu mer värde och kapacitet till våra kunder,” säger Tapio Juurakko, CEO, grundare och ägare av Nextage Group.
Klicka på rubriken för att läsa mer på PLM&ERP News.
Nederländska PLM- och integrations-konsulten Emixa köper svenska PLM-konsulten inom Siemens-sfären, Nextage Group, med 34 anställda, intäkter på drygt 70 miljoner kronor och Sverige, Danmark och Finland som huvudmarknader. Någon köpeskilling anges inte av parterna.
Det betydligt större Emixa, har 530 anställda och ägs av private equity-bolaget Holland Capital, och är liksom Nextage specialiserat på lösningar för design, tillverkning och simulering, med fokus på Siemens Digital Industries Softwares arsenal av mjukvaror i Xcelerator-portföljen. Emixa arbetar i detta främst med hela spektret av Siemen-mjukvaror: Med Teamcenter-plattformen som PLM-backbone och med CAD-design i NX och Solid Edge, simulering i Simcenter-sviten, Polarion på ALM- och mjukvaruhantering-sidan och med Tecnomatics för digital tillverkning. Men man utnyttjar även teknologier som SAP ERP, lågkod-plattformen Mendix och Boomi-integration.
Även Nextage bygger sin verksamhet på Siemens-mjukvarorna, kring vilket man byggt upp en intressant lösning NVP, en standardiserad PLM-plattform, NVP, byggd på Siemens Teamcenter, ”best practices” och en lång PLM erfarenhet. En tung poäng med denna är rekordsnabb implementation. ”Användarna kan vara uppe och rulla på tio dagar, inkluderat verktyg för CAD-management, produktstrukturer och dokumenthantering,” konstaterade PLM&ERP News i en artikel fölr några år sedan.
Emixa har en idag inte ovanlig bakgrund i PLM-konsult-branschen, där konsolideringar bland de stora PLM-utvecklarnas partnersida varit ett utmärkande drag de senaste halvdecenniet. Bolaget beskrivs i pressmaterialet som ett digitalt transformationsföretag och bildades genom förvärv och omprofilering av flera specialiserade företag, med början i Holland Capitals förvärv av Magnus Digital 2020. År 2021 hade PLM Solutions och Dimensys gått samman, och de tre företagen gick samman för att bilda Emixa. Under de följande åren fortsatte Emixa att växa genom ytterligare förvärv, inklusive Appronto och OnePLM, allt för att vässa sin PLM-, low-code och integrationsexpertis. Under 2024-2025 omprofilerades gruppen officiellt under det enda namnet Emixa, förenade sin identitet och fortsatte sin expansion, särskilt i Östeuropa.
Med dagens besked om Emixas förvärv expanderar bolaget in på den nordiska marknaden, vilket markerar en viktig milstolpe i Emixas europeiska expansion.
”Ett spännande nästa steg för Nextage och våra kunder. Vi har byggt en solid grund i Norden, och med Emixas kompletterande teknikportfölj och internationella erfarenhet kan vi erbjuda ännu mer värde och kapacitet till våra kunder,” säger Tapio Juurakko, CEO, grundare och ägare av Nextage Group.
Klicka på rubriken för att läsa mer på PLM&ERP News.
PLM and AI Brightens the Picture for Siemens Digital Industries Amid Automation Slump
CEO Roland Busch on FY2025: “Strong ARR growth, Q4 momentum for AI & PLM, and the Altair and Dotmatic acquisitions that will pave the way for a profitable future."
It was a mixed result that Roland Busch presented in Siemens Q4 FY2025 Earnings Report. The company does not disclose carved-out figures from various divisions but describes the general financial picture. For FY2025, total revenue thus increased by 4% to €78.9 billion (about $91 billion). For Siemens Digital Industries, which includes the automation and PLM segments, an expected marginal revenue decline was noted due to the global economic slowdown that primarily affected investments in automation solutions. However, Busch highlighted strong performance in its software business, including AI and PLM, contributing to record annual net income and free cash flow for the group. Full-year profit in the "Industrial Business" rose to a record level, up 3% to 11.8 billion. He specifically credited the growth in areas like software and AI for achieving record net income:
“FY2025 is the third consecutive year we have achieved a record net income, with growth in orders and revenue in the mid-single digits,” he said, adding in a look ahead to FY2026 that “the acquisitions of Altair and Dotmatics extend our leadership in software and AI.”
But while the full year showed record cash flow and growth in divisions such as Smart Infrastructure and Mobility, the Digital Industries segment, despite good growth figures in the fourth quarter, landed on less strong total growth numbers for the full year. But there were bright spots too, like the momentum in Q4: Plus 10%, for the automation side, and a significant 8% growth in the software areas, “driven by the PLM software in the Xcelerator portfolio.” The latter concerns programs such as NX CAD, the PLM platform Teamcenter, the CAE solutions in the Simcenter portfolio, the EDA software, the ALM solutions with the Polarion suite, and Opcenter for digital production management.
The company does not disclose exactly how much Siemens' PLM division will bring in FY2025, but according to analyst CIMdata, the figure in 2024 was in the region of $7 billion, just ahead of Dassault Systemes' $6.7 billion. The company was thus the commercial number one. According to the same source, the growth rate for Siemens PLM software revenues between 2020 and 2024 has been steady at an annual growth of around 6%. If this trend continues, the PLM division will reach the $7.5 billion revenue level for 2025.
But with that said, there is one figure that stands out: the ARR growth, Annual Recurring Revenue, which landed at plus 10% for FY2025Q4 compared to FY2024Q4. This figure covers the core of Siemens' GTM strategy. Why is it so important?
Click on the link to read more at PLM&ERP News.
It was a mixed result that Roland Busch presented in Siemens Q4 FY2025 Earnings Report. The company does not disclose carved-out figures from various divisions but describes the general financial picture. For FY2025, total revenue thus increased by 4% to €78.9 billion (about $91 billion). For Siemens Digital Industries, which includes the automation and PLM segments, an expected marginal revenue decline was noted due to the global economic slowdown that primarily affected investments in automation solutions. However, Busch highlighted strong performance in its software business, including AI and PLM, contributing to record annual net income and free cash flow for the group. Full-year profit in the "Industrial Business" rose to a record level, up 3% to 11.8 billion. He specifically credited the growth in areas like software and AI for achieving record net income:
“FY2025 is the third consecutive year we have achieved a record net income, with growth in orders and revenue in the mid-single digits,” he said, adding in a look ahead to FY2026 that “the acquisitions of Altair and Dotmatics extend our leadership in software and AI.”
But while the full year showed record cash flow and growth in divisions such as Smart Infrastructure and Mobility, the Digital Industries segment, despite good growth figures in the fourth quarter, landed on less strong total growth numbers for the full year. But there were bright spots too, like the momentum in Q4: Plus 10%, for the automation side, and a significant 8% growth in the software areas, “driven by the PLM software in the Xcelerator portfolio.” The latter concerns programs such as NX CAD, the PLM platform Teamcenter, the CAE solutions in the Simcenter portfolio, the EDA software, the ALM solutions with the Polarion suite, and Opcenter for digital production management.
The company does not disclose exactly how much Siemens' PLM division will bring in FY2025, but according to analyst CIMdata, the figure in 2024 was in the region of $7 billion, just ahead of Dassault Systemes' $6.7 billion. The company was thus the commercial number one. According to the same source, the growth rate for Siemens PLM software revenues between 2020 and 2024 has been steady at an annual growth of around 6%. If this trend continues, the PLM division will reach the $7.5 billion revenue level for 2025.
But with that said, there is one figure that stands out: the ARR growth, Annual Recurring Revenue, which landed at plus 10% for FY2025Q4 compared to FY2024Q4. This figure covers the core of Siemens' GTM strategy. Why is it so important?
Click on the link to read more at PLM&ERP News.
Konjunktureffekter tynger automationssidan för Siemens Digital Industries, men PLM-divisionen bjöd på flera ljuspunkter
Siemens koncernchef ROLAND BUSCH om FY2025: ”Stark ARR-tillväxt, Q4-momentum för AI & PLM, och Altair- och Dotmatic-köpen banar väg för en ljus framtid.”
Det var en tämligen mixad samling resultat som Roland Busch, koncernchef och CEO för Siemens, visade upp i resultatrapporten för det brutna räkenskapsåret 2025 (FY2025, ”Fiscal Year”) och det fjärde kvartalet.
I sedvanlig ordning avslöjar inte Siemens i denna rapport utbrutna siffror i de olika divisionerna utan beskriver den övergripande helheten: För FY2025 ökade sålunda de totala bolags-intäkterna i linje med Siemens prognos med 4 % till 78,9 miljarder euro, motsvarande nära 900 miljarder kronor. Resultaten varierade dock mellan divisionerna, och för Siemens Digital Industries, som inkluderar automationsbitarna och PLM-divisionen, noterade bolaget både en förväntad marginell sammantagen intäktsminskning, men mot slutet av bokslutsåret också en stark efterfrågan på automationssystem och programvara. Vidare landade vinstmarginalen inom ”Industrial Business" på rekordnivå, plus 3 % till 11,8 miljarder.
”FY/2025 blev en milstolpe för Siemens: För tredje året i rad uppnådde vi ett rekordhögt nettoresultat, med en tillväxt i order och intäkter på en medelhög ensiffrig nivå. Med vårt ONE Tech Company-program lägger vi grunden för ett ännu starkare kundfokus, snabbare innovationer och högre lönsam tillväxt. Genom vårt förvärv av Altair och Dotmatics utökar vi vårt ledarskap inom mjukvara och artificiell intelligens,” summerade Busch, President och CEO för Siemens AG.
Men medan helåret uppvisade rekordstort kassaflöde och tillväxt inom vissa divisioner, som Smart Infrastructur och Mobility, landade Digital Industries-segmentet trots goda tillväxtsiffror under fjärde kvartalet, på förväntat mindre starka totala tillväxtsiffror vad avser helårs-intäkterna. Men det fanns alltså ljuspunkter: intressanta sådana var ett momentum under Q4: Plus 10 %, för automationssidan och bra tillväxtsiffror även för mjukvaru-områdena. Sammantaget växte automations- och mjukvaruområdet med 9 % under Q4. Notabelt inom ramen för denna siffra är att mjukvarusidan växte med 8 %, ”drivet av PLM-mjukvarorna i Xcelerator-portföljen.” Det senare handlar alltså om tunga produkter som NX CAD, PLM-plattformen Temacenter, Simulerings- & Analys-lösningarna i Simcenter-portföljen, EDA-mjukvarorna (Electronic Design Automation), ALM-sidan med Polarion-sviten, och Opcenter för digital produktionsstyrning.
Exakt hur mycket Siemens PLM-division drar in avslöjar bolaget normalt aldrig, men enligt analytikern CIMdata låg siffran 2024 på totalt i gränstrakten av 7 miljarder dollar, strax före Dassault Systemes 6,7 miljarder dollar. Bolaget var därmed kommersiella etta.
Men med detta sagt, finns det också en siffra som står ut: ARR-tillväxten, Annual Recurring Revenue, som landade på plus 10 % för FY2025Q4 jmf FY2024Q4. Denna siffra är en kärna i Digital Industries strategi, vilken handlar om molnet och övergången till SaaS-modellen. Varför är den så viktig?
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Det var en tämligen mixad samling resultat som Roland Busch, koncernchef och CEO för Siemens, visade upp i resultatrapporten för det brutna räkenskapsåret 2025 (FY2025, ”Fiscal Year”) och det fjärde kvartalet.
I sedvanlig ordning avslöjar inte Siemens i denna rapport utbrutna siffror i de olika divisionerna utan beskriver den övergripande helheten: För FY2025 ökade sålunda de totala bolags-intäkterna i linje med Siemens prognos med 4 % till 78,9 miljarder euro, motsvarande nära 900 miljarder kronor. Resultaten varierade dock mellan divisionerna, och för Siemens Digital Industries, som inkluderar automationsbitarna och PLM-divisionen, noterade bolaget både en förväntad marginell sammantagen intäktsminskning, men mot slutet av bokslutsåret också en stark efterfrågan på automationssystem och programvara. Vidare landade vinstmarginalen inom ”Industrial Business" på rekordnivå, plus 3 % till 11,8 miljarder.
”FY/2025 blev en milstolpe för Siemens: För tredje året i rad uppnådde vi ett rekordhögt nettoresultat, med en tillväxt i order och intäkter på en medelhög ensiffrig nivå. Med vårt ONE Tech Company-program lägger vi grunden för ett ännu starkare kundfokus, snabbare innovationer och högre lönsam tillväxt. Genom vårt förvärv av Altair och Dotmatics utökar vi vårt ledarskap inom mjukvara och artificiell intelligens,” summerade Busch, President och CEO för Siemens AG.
Men medan helåret uppvisade rekordstort kassaflöde och tillväxt inom vissa divisioner, som Smart Infrastructur och Mobility, landade Digital Industries-segmentet trots goda tillväxtsiffror under fjärde kvartalet, på förväntat mindre starka totala tillväxtsiffror vad avser helårs-intäkterna. Men det fanns alltså ljuspunkter: intressanta sådana var ett momentum under Q4: Plus 10 %, för automationssidan och bra tillväxtsiffror även för mjukvaru-områdena. Sammantaget växte automations- och mjukvaruområdet med 9 % under Q4. Notabelt inom ramen för denna siffra är att mjukvarusidan växte med 8 %, ”drivet av PLM-mjukvarorna i Xcelerator-portföljen.” Det senare handlar alltså om tunga produkter som NX CAD, PLM-plattformen Temacenter, Simulerings- & Analys-lösningarna i Simcenter-portföljen, EDA-mjukvarorna (Electronic Design Automation), ALM-sidan med Polarion-sviten, och Opcenter för digital produktionsstyrning.
Exakt hur mycket Siemens PLM-division drar in avslöjar bolaget normalt aldrig, men enligt analytikern CIMdata låg siffran 2024 på totalt i gränstrakten av 7 miljarder dollar, strax före Dassault Systemes 6,7 miljarder dollar. Bolaget var därmed kommersiella etta.
Men med detta sagt, finns det också en siffra som står ut: ARR-tillväxten, Annual Recurring Revenue, som landade på plus 10 % för FY2025Q4 jmf FY2024Q4. Denna siffra är en kärna i Digital Industries strategi, vilken handlar om molnet och övergången till SaaS-modellen. Varför är den så viktig?
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The End Station for Jim Heppelmann’s Grand PTC Vision as New Boss Barua Brings...
”TPG Capitals’ purchase of PTC’s ThingWorx and Kepware marks the end of the ambition to bridge product development and manufacturing on one platform”
Last week's events in the PTC sphere must have been a heavy experience for former PTC boss Jim Heppelmann. His vision of a broad product development platform for PTC was wound down when his successor, Neil Barua, announced: "We are selling the ThingWorx and Kepware solutions to TPG Capital."
A decade-long PTC investment has thus reached the end of the road. Instead, PTC is going back to the core business of product development with "focus on CAD, PLM, ALM, SLM and the implementation of AI and SaaS."
The vision that Heppelmann had was not at all wrong. The core idea of using robust connectivity software like Kepware to collect shop floor data and leverage an IIoT platform like ThingWorx for analytics, real-time insights, and asset management can be considered a foundational and mission-critical capability in modern Industry 4.0 manufacturing. This value proposition is still strong and will remain even if ThingWorx and Kepware are transferred to third-party ownership like TPG. Large companies that use ThingWorx include, among others, Volvo Group, SKF, and Atlas Copco. They have deployed the solution and will continue to use and develop it.
What the PTC experience shows, however, is that it is a tough task to bring the product development and manufacturing sides together seamlessly connected under one broad umbrella that can bridge product development/engineering and manufacturing/factory automation. For a while, there were actually three constellations with a PLM vision related to this idea: Siemens Digital Industries, PTC/Rockwell, and also Dassault Systemes/ABB. Today, only Siemens remains, whose Xcelerator portfolio and solutions for seamless connections between product development and smart factory automation have long been the strongest on the market. Rockwell's billion-dollar investment in PTC provided an ambitious start to a smart factory project, but it eroded over time, and in 2023, Rockwell sold the last of its PTC shares. The Dassault/ABB constellation really never took off.
What are the direct consequences of PTC's sale of ThingWorx and Kepware?
• Finacially: PTC recently reported a decent FY2025 with revenues of around $2.7 billion and ARR growth of 8.5%. The ThingWorx/Kepware business generated around $200 million. This means that after the sale to TPG, it will lose around 8% of its revenues.
• On the other hand, the sale could yield as much as $750 million, which in various forms can be invested in Neil Barua's vision of the "intelligent product lifecycle (IPL)," focusing on the company's core solutions for this (CAD, PLM, ALM and SLM), on AI and on a SaaS model that can accelerate customers' product development.
What does Barua, who took the helmet in April 2024, want with the IPL vision and PTC's path into the future? How are users affected? What do analysts like CIMdata think? AI's role?
Click on the headline to read more on PLM&ERP News.
Last week's events in the PTC sphere must have been a heavy experience for former PTC boss Jim Heppelmann. His vision of a broad product development platform for PTC was wound down when his successor, Neil Barua, announced: "We are selling the ThingWorx and Kepware solutions to TPG Capital."
A decade-long PTC investment has thus reached the end of the road. Instead, PTC is going back to the core business of product development with "focus on CAD, PLM, ALM, SLM and the implementation of AI and SaaS."
The vision that Heppelmann had was not at all wrong. The core idea of using robust connectivity software like Kepware to collect shop floor data and leverage an IIoT platform like ThingWorx for analytics, real-time insights, and asset management can be considered a foundational and mission-critical capability in modern Industry 4.0 manufacturing. This value proposition is still strong and will remain even if ThingWorx and Kepware are transferred to third-party ownership like TPG. Large companies that use ThingWorx include, among others, Volvo Group, SKF, and Atlas Copco. They have deployed the solution and will continue to use and develop it.
What the PTC experience shows, however, is that it is a tough task to bring the product development and manufacturing sides together seamlessly connected under one broad umbrella that can bridge product development/engineering and manufacturing/factory automation. For a while, there were actually three constellations with a PLM vision related to this idea: Siemens Digital Industries, PTC/Rockwell, and also Dassault Systemes/ABB. Today, only Siemens remains, whose Xcelerator portfolio and solutions for seamless connections between product development and smart factory automation have long been the strongest on the market. Rockwell's billion-dollar investment in PTC provided an ambitious start to a smart factory project, but it eroded over time, and in 2023, Rockwell sold the last of its PTC shares. The Dassault/ABB constellation really never took off.
What are the direct consequences of PTC's sale of ThingWorx and Kepware?
• Finacially: PTC recently reported a decent FY2025 with revenues of around $2.7 billion and ARR growth of 8.5%. The ThingWorx/Kepware business generated around $200 million. This means that after the sale to TPG, it will lose around 8% of its revenues.
• On the other hand, the sale could yield as much as $750 million, which in various forms can be invested in Neil Barua's vision of the "intelligent product lifecycle (IPL)," focusing on the company's core solutions for this (CAD, PLM, ALM and SLM), on AI and on a SaaS model that can accelerate customers' product development.
What does Barua, who took the helmet in April 2024, want with the IPL vision and PTC's path into the future? How are users affected? What do analysts like CIMdata think? AI's role?
Click on the headline to read more on PLM&ERP News.
SLUTSTATION för Jim Heppelmanns VISION om ett PTC med en plattform som överbryggar produktutveckling...
PTC-basen NEIL BARUA säljer ThingWorx & Kepware: "Åter till vår starka kärnverksamhet.”
Förra veckans händelser inom PLM måste ha varit en tung upplevelse för förre PTC-chefen Jim Heppelmann. Hans stora vision om PTC som en helhetsleverantör av en bred produktframtagnings-plattform fick sin dödsstöt med beskedet från efterträdaren, Neil Barua: ”Vi säljer ThingWorx och Kepware-lösningarna till TPG Capital.” En decennielång satsning i PTC’s regi nådde därmed vägs ände ifråga om ThingWorx och Kepware. Istället går man tillbaka till bolagets kärnverksamhet inom produktutveckling med, ”fokus på CAD, PLM, ALM, SLM och implementeringen av AI och SaaS."
Den vision som Heppelmann hade var i sig inte alls fel. Med Kepware kunde man koppla ihop olika hård- och mjukvaror och fånga produktionsdata från verkstadsgolvet. Datainsamlingen från fabriksgolvet till IT-system gav kraft åt ThingWorx i rollen som en plattform för IIoT (Industrial IoT), med vars hjälp man kunde utveckla, driftsätta och hantera applikationer som kopplar samman de fysiska tillgångarna, analysera data och ta fram operativa insikter i realtid. Idén är fortfarande stark och kommer att finnas kvar även om ThingWorx och Kepware-delarna går över i ett tredjepartsägande. Bland nordiska storföretag som använder ThingWorx finns t ex Volvo Group, SKF, och Atlas Copco. De har driftsatt lösningen och lär fortsätta att använda och utveckla den.
Vad PTC-erfarenheten dock visar är att det är en tuff uppgift att få ihop produktutvecklings- och tillverkningssidorna under ett enda sömlöst paraply. Det behöver ingen tvivla på. Ett tag fanns det faktiskt tre konstellationer med denna helhetsvision: Siemens Digital Industries, PTC/Rockwell och faktiskt också Dassault Systemes/ABB. Idag är det bara en spelare kvar i detta, Siemens, vars Xcelerator-portfölj och bolagets övriga lösningar för sömlösa kopplingar mellan produktutvecklingsverktygen, med IIoT-bitarna (Industrial IoT) och med smart fabriksautomation är marknadens absolut starkaste helhetsprogram.
Miljarddollar-satsningen som Rockwell gjorde i PTC gav en ambitiös start åt smart factory-projektet, men har urholkats över tid och 2023 sålde Rockwell av de sista aktierna. Dassault/ABB-konstellationen stannade vid lösa planer.
PTC redovisade nyligen ett hyggligt 2025 med intäkter på drygt 2,7 miljarder dollar – en ökning på 19 % jämfört med FY2024 – men med en ARR-tillväxt på 8,5 %. ThingWorx/Kepware-verksamheten genererade runt 200 miljoner dollar. Detta innebär, om försäljningen till TPG går igenom, att man tappar runt 8 % av intäkterna. Å andra sidan kan försäljningen, beräknad att slutföras under 2026, ge ett bra kassatillskott som kan vara värt så mycket som 750 miljoner dollar. Pengar som i olika former kommer att investeras i Neil Baruas vision kring ”den intelligenta produktlivscykeln (IPL),” med fokus på företagets resurser på dess kärnlösningar för denna (CAD, PLM, ALM och SLM), och att utnyttja AI och en SaaS-modell för att accelerera produktutvecklingen för kunder.
Vad vill Barua med sin IPL-vision och PTCs väg in i framtiden? Sålde PTC lösningarna för att "arkitekturen var splittrad och molnövergången långsam," som en tech-evangelist hävdar? Hur påverkas användarna? Vad tycker analytiker som CIMdata?
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Förra veckans händelser inom PLM måste ha varit en tung upplevelse för förre PTC-chefen Jim Heppelmann. Hans stora vision om PTC som en helhetsleverantör av en bred produktframtagnings-plattform fick sin dödsstöt med beskedet från efterträdaren, Neil Barua: ”Vi säljer ThingWorx och Kepware-lösningarna till TPG Capital.” En decennielång satsning i PTC’s regi nådde därmed vägs ände ifråga om ThingWorx och Kepware. Istället går man tillbaka till bolagets kärnverksamhet inom produktutveckling med, ”fokus på CAD, PLM, ALM, SLM och implementeringen av AI och SaaS."
Den vision som Heppelmann hade var i sig inte alls fel. Med Kepware kunde man koppla ihop olika hård- och mjukvaror och fånga produktionsdata från verkstadsgolvet. Datainsamlingen från fabriksgolvet till IT-system gav kraft åt ThingWorx i rollen som en plattform för IIoT (Industrial IoT), med vars hjälp man kunde utveckla, driftsätta och hantera applikationer som kopplar samman de fysiska tillgångarna, analysera data och ta fram operativa insikter i realtid. Idén är fortfarande stark och kommer att finnas kvar även om ThingWorx och Kepware-delarna går över i ett tredjepartsägande. Bland nordiska storföretag som använder ThingWorx finns t ex Volvo Group, SKF, och Atlas Copco. De har driftsatt lösningen och lär fortsätta att använda och utveckla den.
Vad PTC-erfarenheten dock visar är att det är en tuff uppgift att få ihop produktutvecklings- och tillverkningssidorna under ett enda sömlöst paraply. Det behöver ingen tvivla på. Ett tag fanns det faktiskt tre konstellationer med denna helhetsvision: Siemens Digital Industries, PTC/Rockwell och faktiskt också Dassault Systemes/ABB. Idag är det bara en spelare kvar i detta, Siemens, vars Xcelerator-portfölj och bolagets övriga lösningar för sömlösa kopplingar mellan produktutvecklingsverktygen, med IIoT-bitarna (Industrial IoT) och med smart fabriksautomation är marknadens absolut starkaste helhetsprogram.
Miljarddollar-satsningen som Rockwell gjorde i PTC gav en ambitiös start åt smart factory-projektet, men har urholkats över tid och 2023 sålde Rockwell av de sista aktierna. Dassault/ABB-konstellationen stannade vid lösa planer.
PTC redovisade nyligen ett hyggligt 2025 med intäkter på drygt 2,7 miljarder dollar – en ökning på 19 % jämfört med FY2024 – men med en ARR-tillväxt på 8,5 %. ThingWorx/Kepware-verksamheten genererade runt 200 miljoner dollar. Detta innebär, om försäljningen till TPG går igenom, att man tappar runt 8 % av intäkterna. Å andra sidan kan försäljningen, beräknad att slutföras under 2026, ge ett bra kassatillskott som kan vara värt så mycket som 750 miljoner dollar. Pengar som i olika former kommer att investeras i Neil Baruas vision kring ”den intelligenta produktlivscykeln (IPL),” med fokus på företagets resurser på dess kärnlösningar för denna (CAD, PLM, ALM och SLM), och att utnyttja AI och en SaaS-modell för att accelerera produktutvecklingen för kunder.
Vad vill Barua med sin IPL-vision och PTCs väg in i framtiden? Sålde PTC lösningarna för att "arkitekturen var splittrad och molnövergången långsam," som en tech-evangelist hävdar? Hur påverkas användarna? Vad tycker analytiker som CIMdata?
Klicka på rubriken för att läsa mer på PLM&ERP News.