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OpenLM — Engineering-workstation license-server telemetry at minute resolution: DSLS / DSLS Cloud session checkout and check-in events for CATIA, ENOVIA, GEOVIA, SolidWorks and 3DEXPERIENCE, including borrowed-license records, true license denial events, idle-session and hoarding detection, cloud Named-User engagement from 3DPassport identity streams, and SolidWorks EPDM vault-level database activity.. Established mid-size vendor: ~150 employees, ~$18.9M reported revenue, New York HQ with Israeli engineering, covering a large multi-vendor CAD/PLM enterprise install base. Value is in event gra…
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Engineering-workstation license-server telemetry at minute resolution: DSLS / DSLS Cloud session checkout and check-in events for CATIA, ENOVIA, GEOVIA, SolidWorks and 3DEXPERIENCE, including borrowed-license records, true license denial events, idle-session and hoarding detection, cloud Named-User engagement from 3DPassport identity streams, and SolidWorks EPDM vault-level database activity.
From 18 yearsCoverage Information TechnologyAsset class Equities
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OpenLM — Engineering-workstation license-server telemetry at minute resolution: DSLS / DSLS Cloud session checkout and check-in events for CATIA, ENOVIA, GEOVIA, SolidWorks and 3DEXPERIENCE, including borrowed-license records, true license denial events, idle-session and hoarding detection, cloud Named-User engagement from 3DPassport identity streams, and SolidWorks EPDM vault-level database activity.. Established mid-size vendor: ~150 employees, ~$18.9M reported revenue, New York HQ with Israeli engineering, covering a large multi-vendor CAD/PLM enterprise install base. Value is in event gra…
OpenLM offers (Alternative, Fundamental) — Very large: minute-resolution session events across a multi-hundred-thousand-seat install base implies order 10^9-10^10 session/denial records per year before aggregation. Request further research on OpenLM's actual retained-event volume and retention window..
Leading demand signal for Dassault Systemes (DSY.PA) seat and cloud-licence demand and its on-prem-to-cloud transition velocity; CAD seat-level sell-through and renewal forecasting for Autodesk, Siemens PLM, PTC and Hexagon; capex-versus-shelfware read on aerospace/defence and automotive engineering headcount utilisation; engineering-productivity benchmarking; churn-risk early warning for PLM vendors; validation of named-user versus consumption pricing migration across the CAD install base.
The data is with 18 years of history.
Coverage spans Europe, US; Application Software; alternative, fundamental; equities.
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