I mean keeping track of the differing financial models tricky. New management has constructed a firmer structure, but the company still needed a capital infusion.Īnd again, Emerson had completed a couple of software acquisitions, but I think the financial managers figured out that mixing a software business into a hardware business is tricky. Meanwhile, AspenTech has resided on shaky financial foundations for quite a while. It’s obviously hungry for growth of some kind through acquisition. Remember Emerson made a big play that became public for Rockwell Automation. Emerson tried software making an acquisition followed by a divestiture. ![]() Some people extolled this as a sign of Emerson expanding into software. Perhaps you have seen speculation about the financial moves of Emerson and AspenTech. One wonders where AWS, Azure, Google Cloud might fit into this mix. Independent software developers and longtime stalwarts in the market PAS and OSIsoft sold to Hexagon and AVEVA respectively. Previously, NI had reported strategy shifts to emphasize software as a key supplement and extension to its strong data acquisition and analytics portfolio. Just last week, I added a blog post about a new CTO at NI. ![]() I recorded a podcast ruminating on the changes and where the market might be heading. Consolidation continues to rock the industrial software market.
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