Andrew Obin, Senior Multi-Industry Analyst, BofA - Payback time
Momenta I Digital Thread
00:00
The Trends in Industrial Software
The semiconductor manufacturing trend might also include lots of other things that manufacturers are. We've seen the shift from on-prem to subscription, then cloud hosted offerings. Cloud players really bring their scale and capabilities to the industrial vertical. And we think PLM growth is more tied to the broader capex cycle.
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