Dassault Sytems Lowers its Q1 2020 Guidance: Read-Throughs for the ER&D Service Industry

/ April 7, 2020

Dassault Systems lowered it Q1 2020: the company is now expecting revenue growth in the range of 14%-17%, down from a 20-23% guidance (that includes the acquisition of Medidata). The company has suffered from weaker than expected new license and services revenues. Meanwhile, revenues of Medidata were on a “momentum and license renewals were up too.

Accenture Acquires Two Firms in October YTD

/ October 20, 2019

It has been almost three years since Accenture launched Industry X.0, and we estimate that Accenture acquired nine competitors in these 36 months. The pace is accelerating with Accenture having five competitors in 2019, YTD.

An introduction to Evotec

/ September 1, 2019

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Introducing our pharma R&D research

/ July 3, 2019

We have highlighted several times that the pharmaceutical sector represents ~25% of all R&D spending globally, more than automotive and aerospace. Still, very few vendors service pharma clients, and when they do, they provide manufacturing-related engineering services but never target R&D departments.