Just watched the broker briefing which will be available online soon. Similar to last weeks webinar, but GO mentioned the German auto-deal again, which is sounding like the integration of FrameS into their Product Lifecycle Management (systems). He wouldn't be drawn on who it is yet, other than having a US parent company. New guess is General Motors/Opel (as their German based Digital Tech Leader recently reshared a Vection LinkeIn post).
Also said that healthcare announcements are imminent, and talked about the new divisions that are being set up within the business and will be lead by new Execs.
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