知识自动化 . 洞察全球产业，讲好制造故事 以下文章来源于知识自动化 ，作者林雪萍 易赋 软件收购。 作者 | 林雪萍 易赋 来源 | 知识自动化 （ID：zhishipai） 2016年微软收购领英软件达到了262亿美元，已经是天价市场。而现在，工业软件的交 易，跟全球最热门的社交软件已经达到同一水平。这也意味着，工业知识从来未曾得到 如此高的估值。工业软件，进入活火山一般的活跃交易期，而且往往都是以大型交易为 主力战场。 不对称勇士的新去处 在2024年欧特克Autodesk收购了Datum360，几乎是一次悄无声息的收购。可能后者 只有400万美元的销售体量，不足以引起人们的重视。然而，Datum360这种20人左 右，年收入3000万人民币其实已经是工业软件缝隙里最常见的"局部的王者"。它们最 擅长的是以不对称的战法，以最小的战略资源来获得适者生存的权力。 这类软件企业，可以跟海洋里最明显的比例不对称勇士——招潮蟹相比。绝大多数生命 的身体结构，都表现出某种形式的对称性。然而招潮蟹雄蟹的一只钳子，要比另外一只 大很多。而这只"突出的鳌钳"，跟身体比例相比也过于强大。这为它带来了丰沛的战斗 力。 这些招 ...

Transaction Overview - Ansys has entered into a definitive agreement to sell its PowerArtist™ business to Keysight Technologies, Inc [2] - The transaction is subject to customary closing conditions, including regulatory approvals and the closing of Synopsys' proposed acquisition of Ansys, expected in the first half of 2025 [2][7] - The sale of PowerArtist was deemed necessary to obtain regulatory approval for Synopsys' proposed acquisition of Ansys [2] PowerArtist Business - PowerArtist is a comprehensive RTL design-for-power platform used by semiconductor companies for early-stage power analysis, profiling, and reduction [3] - The platform enables rapid turnaround on multimillion instance designs, allowing power-related design decisions at an earlier stage compared to traditional gate-level methodologies [3] - PowerArtist is expected to complement and broaden Keysight's existing design engineering software portfolio [7] Strategic Implications - Keysight's acquisition of PowerArtist aligns with its strategy to expand its position in the high-performance system design and simulation software sector [4] - The transaction is not material to Ansys' financials, and the terms of the agreement were not disclosed [5] - Ansys will continue to offer PowerArtist as part of its product line until the transaction closes, ensuring a seamless transition for customers and partners [5] Industry Context - Ansys has been a leader in simulation software for over 50 years, enabling innovation across industries such as sustainable transportation, advanced semiconductors, and medical devices [9] - Synopsys, a key player in silicon-to-systems design solutions, is partnering with Ansys to maximize R&D capability and productivity in the semiconductor and systems industries [10][11]

Ansys simulation solutions help 94% of the top 100 automotive suppliers drive the future of mobility through faster design generation, digital engineering, and advanced safety modeling/ Key highlights for guests visiting the Ansys Booth, #6400, West Hall Explore demonstrations of the latest simulation and digital engineering technology for software-defined vehicles (SDV), advanced driver assistance systems (ADAS), electromobility, full vehicle and component development, and more See how simulation maximizes ...

Collaboration empowers OEMs and Tier 1 suppliers to reliably evaluate and verify performance of ADAS/AV functionality in all weather and lighting conditions/ Key Highlights Ansys AVxcelerate Sensors™ autonomous vehicle (AV) sensor simulation software provides real-time multispectral camera simulation for scenario-based perception testing Leveraging both AVxcelerate Sensors and Sony's high dynamic range (HDR) Image Sensor Model, OEMs can test advanced driver assistance systems (ADAS) and AV functions, accou ...

Ansys introduces a new methodology for early-stage and life cycle design that quantifies the impact of simulation on sustainability initiatives, helping companies predict ROI/ Key Highlights  Companies can use Ansys simulation to measure direct, indirect, and downstream greenhouse gas (GHG) emissions across the product life cycle Ansys' sustainability solutions enable environmental impact analysis, resulting in reduced carbon emissions, waste generation, and lower material, energy, and water consumption The ...

Core Insights - Ansys Inc.'s security division, Ansys Government Initiatives (AGI), secured a contract to provide digital engineering solutions to the Microelectronics Commons, a collaborative effort aimed at transforming the U.S. microelectronics landscape [1][2][3] Group 1: Contract and Collaboration - The deal allows 90% of Ansys' advanced simulation suite to be accessible to the Commons network, which includes cutting-edge semiconductor, electronics, and photonics products [2] - The Microelectronics Commons, supported by the Department of Defense, aims to tackle challenges in microelectronics manufacturing, particularly by enhancing research and innovation capabilities [3] Group 2: Workforce Development and Training - Ansys will provide its Ansys Learning Hub to participating technology hubs, enabling academic institutions to train future semiconductor professionals in critical areas such as 5G/6G, AI, and quantum technology [4] Group 3: Financial Performance - In the last reported quarter, Ansys achieved a 31.2% year-over-year revenue increase, totaling $601.9 million, exceeding the Zacks Consensus Estimate by 13.3% [7] - The growth was largely attributed to strong performance in multi-year lease agreements, including a significant $88 million deal in the high-tech sector [7] Group 4: Acquisition and Market Position - Ansys has refrained from providing financial guidance due to its pending acquisition by Synopsys, which has been approved by Ansys shareholders [8] - The company's stock has gained 17.8% over the past year, slightly outperforming the sub-industry's growth of 17.7% [9]

Core Insights - The Microelectronics Commons network, funded by the CHIPS Act, aims to enhance domestic semiconductor manufacturing through collaboration among regional technology hubs [1][2] - Ansys has been awarded a contract to provide digital engineering solutions to the Commons, granting access to nearly 90% of its simulation suite to drive microelectronics innovation [1][2] - The initiative focuses on critical areas such as 5G/6G, AI, EM spectrum dominance, IoT computing, and quantum technologies, with Ansys playing a key role in workforce development and prototyping [1][3] Group 1 - The Commons network consists of eight regional technology hubs aimed at fostering domestic innovation in various advanced technologies [1] - Ansys will support six of these hubs through the Cross Hub Enablement Solution (CHES) program, enhancing the microelectronics technology supply chain [1] - Ansys Government Initiatives will collaborate with industry, academic, and government organizations to produce mature prototypes, demonstrating the lab-to-fab concept [1][2] Group 2 - Ansys will provide the Ansys Learning Hub to participating technology hubs, facilitating education in semiconductor workforce development [3] - The initiative is crucial for maintaining U.S. intellectual property and market influence, thereby enhancing national security [3] - Ansys emphasizes the importance of bridging the gap between research and practice to accelerate domestic prototyping in the semiconductor sector [4] Group 3 - Ansys has extensive experience working with chip manufacturers and designers, reinforcing its commitment to improving national distribution and access to critical resources [4] - The collaboration aims to solidify the U.S. position as a global leader in the semiconductor industry [4] - Ansys' mission is to power innovation that drives human advancement through predictive simulation across various industries [5]

Group 1: Collaboration and Technology - ANSYS Inc. collaborates with Vertiv to leverage digital engineering technologies for designing next-generation data center cooling systems, aiming to reduce development time and costs while enhancing customization [1][4] - The heat exchanger (HX) coil is a critical component in data center thermal management, and its design is complex and time-consuming, but ANSYS technology allows Vertiv to design them more quickly and accurately [2][3] - ANSYS provides a suite of digital tools, including Minerva and optiSLang, which streamline the design process and enhance collaboration among teams [3][4] Group 2: Market Position and Financial Performance - ANSYS maintains a strong position in the high-end design simulation software market, with steady demand from the automotive and high-tech industries, and its software is widely used by major manufacturing companies [5] - In the last reported quarter, ANSYS' revenues increased by 31.2% year over year to $601.9 million, surpassing the Zacks Consensus Estimate by 13.3%, driven by robust multi-year lease growth [7] - ANSYS secured an $88 million deal in the high-tech industry, significantly contributing to its multi-year lease agreements and reinforcing its market presence [7] Group 3: Strategic Partnerships - ANSYS has deepened its partnership with TSMC to utilize AI for improving semiconductor technologies and workflows, achieving a 10X speed boost in photonic simulations through collaboration with Microsoft and NVIDIA [6] - The collaboration with TSMC and Microsoft enhances the simulation capabilities for silicon Photonic Integrated Circuits, showcasing ANSYS' commitment to innovation in the semiconductor space [6] Group 4: Acquisition and Stock Performance - ANSYS has not issued an outlook due to its pending acquisition by Synopsys, which has received approval from ANSYS shareholders [8] - Currently, ANSYS holds a Zacks Rank 3 (Hold), with its shares gaining 9.9% over the past year, compared to a 14.4% growth in the sub-industry [9]

ANSYS Inc (ANSS) reported third-quarter 2024 earnings of $2.58 per share, beating the Zacks Consensus Estimate by 37.2%. The bottom line also increased 83% year over year.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Revenues of $601.9 million beat the Zacks Consensus Estimate by 13.3%. The top line rose 31.2% year over year on both reported and constant currency basis. This revenue growth was driven by solid multi-year lease growth. ANSS closed an $88 million contract in the high ...

Core Insights - Ansys reported quarterly earnings of $2.58 per share, exceeding the Zacks Consensus Estimate of $1.88 per share, and showing a significant increase from $1.41 per share a year ago, resulting in an earnings surprise of 37.23% [1] - The company achieved revenues of $601.89 million for the quarter ended September 2024, surpassing the Zacks Consensus Estimate by 13.34% and up from $458.8 million year-over-year [2] Financial Performance - Over the last four quarters, Ansys has surpassed consensus EPS estimates three times [2] - The company has also topped consensus revenue estimates three times in the last four quarters [2] - Ansys shares have declined approximately 10.6% since the beginning of the year, contrasting with the S&P 500's gain of 21.2% [3] Future Outlook - The future performance of Ansys stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - Current consensus EPS estimate for the upcoming quarter is $4.19 on revenues of $896.2 million, and for the current fiscal year, it is $9.96 on revenues of $2.49 billion [7] - The Zacks Industry Rank indicates that the Computer - Software sector is in the top 31% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this industry [8]