I would again like to thank those who took the time to attend my recent Webinar. You can find more information on the session here. While I answered quite a few questions during the session, we ran out of time. In the post below, I endeavor to answer the remaining questions. If you have further questions, do not hesitate to contact me at: s.przybylinski@CIMdata.com

Stan

Which Industry segments are rapidly adopting cPDm portfolio?

Over the last decade or so there has been a lot of adoption in the retail, footwear, and apparel (RFA) market. This will likely continue as sustainability is a big issue in that market.

I do not see Propel PLM, which is a private company. Are they too small to mention?

Propel was mentioned during my remarks but did not appear on a slide. Propel is a small company compared to the others highlighted and is unique in the market at this point. Propel is the only PLM offering built on Force.com. This is relevant given the importance of platforms in delivering IT capabilities of all types. I also mentioned that PTC acquired ServiceMax from GE. This offering is also built on Force.com, and I commented on whether PTC might take its Atlas efforts in that direction.

What is the forecast for cPDm Service Provider revenues in 2023?

My forecast made in June 2022 was 5.8% for CY 2023.

Siemens numbers are available but not public. I am not sure if CIMdata or anyone can publish the Siemens PLM numbers even if they get them from the PLM leadership at Siemens

Market researchers can publish any numbers they want if they position them as their “estimates” as CIMdata does. What makes people believe them is what is behind the numbers in terms of methodology, industry knowledge and contacts, and other factors. I briefly described our methodology in this Webinar and cover it more in our annual PLM Market & Industry Forums. If anyone has questions about our process, they can reach out to me.

Any market share analysis for 2022 per PLM platforms and companies that pivoted from one Vendor to another PLM Vendor?

Based on surveys we conduct with industrial respondents, there is movement but that is not the purpose of our market research. And getting those numbers would be very difficult.

Is Siemens missing from this list?

They were included in the top 25 in global PLM revenues on one chart and as second among our “Mindshare Leaders” category on another chart. They did not make as many acquisitions as some other firms, so they did not get as much coverage in my discussions of M&A.

Is there a split by revenue/growth of SaaS (Multi-tenant) adoption vs. IaaS/Subscription?

We do not currently publish that information, but the multi-tenant number would be very small as few offerings today are fully multi-tenant.

How about small players like OpenBOM etc.? Do you look at it?

We know OpenBOM quite well. CIMdata positions them in the cPDm segment and have a fine offering, one of the few multi-tenant cloud offerings available in the market. They are growing well and adding more PLM-ish functionality with each release.

What is your opinion of Aras as a PLM provider versus its competition?

As I mentioned in the Webinar, we added Aras to our “Mindshare Leaders” list in 2017 even though their revenues were much smaller than their main competitors. We did that because many people approached us to learn more about the company and its solution, including many major competitors.

How do you view the Autodesk billing transition impacting customer spending habits?

Autodesk’s move to offering only subscriptions was the first in the PLM space by a traditionally on-premise company. (I had to put that last caveat in lest I hear from Arena and others that were always that way.) Many companies have offered “rentals” for years, but this was always just one licensing option. Autodesk pushed to make it the only option for their customers. As one would expect, customers objected and some probably even left. But, based on their financial results, it would seem that defections were limited. I would hope new customers would enter their business relationships with Autodesk and others offering subscription-based licensing with their eyes open to future issues. If the results from surveys with industrial users conducted over the last few years represent the broader population, it seems that many are.