AVEVA Acquires OSIsoft in $5 Billion Deal

Posted by Joe Perino on Wed, Aug 26, 2020

AVEVA, the industrial software company, announced on August 25, 2020, its intention to acquire OSIsoft from Dr. J. Patrick Kennedy and OSIsoft investors, including SoftBank, for $5 billion. The acquisition is expected to close in late 2020 or early 2021. AVEVA is to finance the deal through $4.4 billion of cash plus $600 million of stock, making Dr. Kennedy AVEVA’s largest private shareholder with 4.4% of the company. Dr. Kennedy will remain connected to AVEVA through a Chairman Emeritus role. AVEVA will raise the capital through $3.5 billion of rights issues plus $900 million of cash on their balance sheet. The deal represents a multiple of roughly 10X OSIsoft’s 1H-2020 annualized revenues, a multiplier similar to AspenTech’s, one of AVEVA’s major competitors.

Read More

Categories: Cloud, Internet of Things (IoT), Industrial Software, AVEVA, Acquisition, OSIsoft

Sparta Systems Shares Strategy at Connection 2020

Posted by Tom Comstock on Tue, Jul 07, 2020

The COVID Pandemic has forced software vendors to recreate their customer events virtually.  Sparta Systems went the route of simplification this year with its Connection Virtual Series 2020: offering only six keynote presentation s over the course of two weeks. Sparta shared important updates despite the more abbreviated format.

Read More

Categories: Cloud, Quality 4.0, Connected Worker, COVID-19, LifeSciences, #SpartaSystems

Virtual 2020 PowerPlex

Posted by Tom Comstock on Tue, Jun 16, 2020

LNS recently participated in Plex Systems’ annual customer event, PowerPlex 2020, which was held virtually for the first time.  Three themes emerged from the event. 

Read More

Categories: Manufacturing Operations Management (MOM), Cloud, Enterprise Resource Planning (ERP), Industrial Transformation / Digital Transformation, COVID-19, saas

The New Prize - The OT Ecosystem

Posted by Joe Perino on Wed, Jun 10, 2020

In previous blogs and articles, I have written about the new “OT Ecosystem.” Over the past few months I had a chance to observe what’s happening in the market with a number of automation and software vendors, so I thought this would be a good time to revisit the OT Ecosystem, delve deeper into what it is and what it means, and why it is important.

Read More

Categories: Operational Excellence, Cloud, IT/OT, Connected Worker

iBASEt: A Virtual Update Instead of Excelerate 2020 (For Now)

Posted by Tom Comstock on Wed, Jun 03, 2020

It should be “event season” except, as my daughter says, “everything is cancelled.”  Vendors have three choices in this era of Social Distancing: cancel their event, postpone their event, or go virtual. iBASEt has gone the “postpone” route with a goal of having their customer conference Excelerate 2020 in the fall.  In the meantime, they briefed LNS Research on their progress.

Read More

Categories: Manufacturing Operations Management (MOM), Cloud

GE Digital on the Move

Posted by Joe Perino on Mon, May 11, 2020

It’s been 10 months since GE Digital appointed new CEO Patrick Byrne. In our last blog, after their September 2019 User Group meeting, we said, “GE Digital has re-emerged with renewed focus led by fresh, engineering-grounded, no-nonsense leadership in Pat Byrne. We look forward to seeing if this new positive momentum is sustainable.” So what’s happened since then? Let’s take a look under the hood and see what Pat and his team have been doing. 

Read More

Categories: Cloud, Industrial Internet of Things (IIoT), Operational Architecture, Asset Performance Management (APM), Edge, GE Digital

Amazon AWS: Disrupting the Industrial Technology Ecosystem

Posted by Matthew Littlefield on Tue, Feb 18, 2020

In December 2019, 60k attendees descended upon Las Vegas for AWS re:Invent. Just like Amazon Web Services (AWS) generally, re:Invent is fast-growing and overwhelms with its sheer breadth of content. With dozens of announcements and multiple keynotes from senior executives, including an analyst-only session with AWS CEO Andy Jassy, re:Invent has quickly become a can’t miss tech event. Jassy clearly took pleasure in the success of AWS, as he should. Started in 2006, after just 13 years, the division has grown to $36B in revenue, is still growing at 35% compound annual growth rate (CAGR), and is Amazon’s most profitable.

Read More

Categories: Cloud, Industrial Internet of Things (IIoT), Industrial Transformation / Digital Transformation, Industry 4.0 / Smart Manufacturing, Artificial Intelligence / Machine Learning (AI/ML), IT/OT

Oracle OpenWorld 2019: Autonomous Coming to Manufacturing [MondayMusings]

Posted by Tom Comstock on Mon, Oct 21, 2019

LNS Research recently attended Oracle OpenWorld 2019 in San Francisco. One of the mega technology events for the Golden Gate City, the conference took over all three halls at the Moscone Center and had over 60,000 attendees.

Oracle is now over $40 billion in revenue (2018) with over 137,000 employees; it positions itself as the number one supplier of business software. The company is clearly innovating in many directions. The event covers the two sides of Oracle: Oracle, the technology, and Oracle, the applications vendor. Additionally, the firm has sophisticated positioning for “emerging technologies.” So, let’s examine each, and determine if this means Oracle can finally engage deeply in the plant.

Read More

Categories: Cloud, Enterprise Resource Planning (ERP), Solution Vendor / Software Vendor, Information Technology, Industrial Internet of Things (IIoT), IT/OT, #MondayMusings

IBM IoT Exchange 2019: IBM Jumps on the APM 4.0 Bandwagon

Posted by Joe Perino on Tue, Jun 11, 2019

In April 2019 LNS attended the first annual IBM IoT Exchange event held in Orlando, FL. The company focused its three-day conference on how to achieve operational efficiency and effectiveness, and reduce costs through the application of IoT data and artificial intelligence (AI).  The conference marked the first time that users of IBM’s engineering lifecycle management (DOORS family), enterprise asset management (Maximo portfolio), facilities lifecycle management (TRIRIGA), and the Watson IoT Platform solutions all met together under the Watson IoT umbrella.

Read More

Categories: Cloud, Solution Vendor / Software Vendor, Artificial Intelligence / Machine Learning (AI/ML), Asset Performance Management (APM), Digital Twin

Epicor Insights 2019: Can Manufacturing ERP be Transformative Technology?

Posted by Patrick Fetterman on Wed, May 22, 2019

Over 4,000 people attended Epicor Insights 2019 in Las Vegas the week of April 15. As in previous years, the conference showcased new products and upgrades from a leading supplier of enterprise resource planning (ERP) solutions for the mid-market, with users across manufacturing, distribution, service, and retail companies.

Read More

Categories: Cloud, Enterprise Resource Planning (ERP), Solution Vendor / Software Vendor, Artificial Intelligence / Machine Learning (AI/ML)