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What are We Subscribing To

1CAMSolutions

Plastic
Joined
Mar 14, 2019
Consumers aren’t thrilled with subscription services and here’s why.
• No physical asset
• Exceed your credit card limits due to limited funds
• Too many subscriptions
• A risky, binding, long-term relationship
• Confidential information goes to the cloud
• Time-sensitive support may feel haphazard
• To terminate means to sacrifice your access to all previous programs
• To terminate means a loss of investment
• You must stay connected to the internet
• Interruption of service jeopardizes fulfillment of your customer’s needs
• No control over overinflated fees
I would rather be an owner.
 
Valid points, sure. But we've been down this road 100x in this forum. No need to start a new thread to beat this horse some more.
 
The only argument that matters here is that software packages stuck in the old up-front model are watching revenue decline substantially, while ones offering subscription are gaining market share. For all the smack talk - huge numbers of users are voting with their wallets and Fusion is increasingly taking share away from SolidWorks.

I now get one general SolidWorks email a day, plus 2-3 more per week begging me to go back on maintenance. This was after my maintenance sub lapsed for 9 months and they wanted to back charge me $2000, plus the upcoming year for $2000, plus a $900 penalty fee for daring to go off. Their revenue is a lagging indicator, and they now see the writing on the wall.

Oddly enough, my recently purchased NX seat, it's obvious Siemens has none of those issues. Revenue for them is doing just fine, and they are continuing to pour big money into keeping NX moving forward with a bunch of cool stuff. I'm guessing the CATIA is in the same boat - big, serious users are a decade away from going subscription, and the switch in that realm will never have the absurd cost asymmetry of SolidWorks vs. Fusion.
 
"Thread: What are We Subscribing To" ?

Obviously not what you are:
1. shoveling
2. smoking
3. Standing in
 
The only argument that matters here is that software packages stuck in the old up-front model are watching revenue decline substantially, while ones offering subscription are gaining market share. For all the smack talk - huge numbers of users are voting with their wallets and Fusion is increasingly taking share away from SolidWorks.

If you're gonna start running your mouth again you should at least know what the fuck you're talking about. SolidWorks declining substantially? Who told you that? Here's 3DS' revenue for just SolidWorks for the past 14 years (in millions of euros).

FY 2005FY 2006FY 2007FY 2008FY 2009FY 2010FY 2011FY 2012FY 2013FY 2014FY 2015FY 2016FY 2017FY 2018
198.6 232.6 252.3 276.2 260.8 311.5 341.0 403.2 409.5 447.7 569.8 626.0 695.8 742.5

Weird, doesn't look to be declining at all.:nutter:
 
If you're gonna start running your mouth again you should at least know what the fuck you're talking about. SolidWorks declining substantially? Who told you that? Here's 3DS' revenue for just SolidWorks for the past 14 years (in millions of euros).

Weird, doesn't look to be declining at all.:nutter:


Weird how when you show YoY revenue growth, it is crashing:

201320142015201620172018
6.338.2122.156.269.846.7

They had shitty growth through FY13 and FY14, but then the economy picked up and they got a fat bump in FY15. The difference between now and then is that the manufacturing economy is doing extremely well, and SW revenue growth is in a downturn of ~33%. That isn't good, and the 3DS knows exactly where that number is coming from, and it won't be coming back without some major changes.
 
.. Fusion is increasingly taking share away from ...

big, serious users are a decade away from going subscription, and the switch in that realm will never have the absurd cost asymmetry of SolidWorks vs. Fusion.

Well then!
When do you think Fusion becomes the De-Facto standard to which all serious users start bowing down to and become an annual subscriber?
 
Well then!
When do you think Fusion becomes the De-Facto standard to which all serious users start bowing down to and become an annual subscriber?

Define 'serious users'?

Remember when Microsoft Office was $600, with upgrades for $200 every couple of years, and anyone with a computer *had* to have a copy if you wanted to get any work done, and it was bloated, and it was ugly, and everyone only used about 10% of the feature set, but we all ponied up for it because it was The Standard, and we all had to be able to open up a Word doc?

Then Google Docs came along, and it could open a Word doc just fine, and while it only had 40% of the features, it more than covered the stuff 90% of everybody used.

Now Microsoft Office is damn near free with any new computer, and if you need, you can subscribe to it for like $5 a month. And nobody gives a shit if you do because there are a half a dozen competent competitors to it, and they can all spit out or suck in a Word/Excel doc.

That's the future of CAD/CAM.
 
Weird how when you show YoY revenue growth, it is crashing:

201320142015201620172018
6.338.2122.156.269.846.7

They had shitty growth through FY13 and FY14, but then the economy picked up and they got a fat bump in FY15. The difference between now and then is that the manufacturing economy is doing extremely well, and SW revenue growth is in a downturn of ~33%. That isn't good, and the 3DS knows exactly where that number is coming from, and it won't be coming back without some major changes.

Curiously, that was the time Autodesk announced their intent to go subscription-only by year's end....:scratchchin:
 
Weird how when you show YoY revenue growth, it is crashing:

Heres all of Autodesk for the same period, I couldn't find numbers on Fusion alone. I've inserted your metrics below in the 3rd row...so if SolidWorks is 'crashing' then Autodesk has been nuked. (in millions of USD)

20052006200720082009201020112012201320142015201620172018
$1,239$1,537$1,840$2,172$2,315$1,714$1,952$2,216$2,312$2,274$2,512$2,504$2,031$2,057
$298$303$332$143-$601$238$264$96-$38$238-$8-$473$26

....can't wait for the 'ya but' on this one:popcorn:
 








 
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