It wasn’t that long ago, as I recall, that one of the Tier 1 EMS companies was holding its quarterly conference call. Camped on were the all the corporate “Cs” – chief executive, chief financial officer, chief operating officer – along with a bevy of financial analysts who are paid handsomely to assess whether other Wall Streeters should invest in said EMS.
Incumbent technology takes a long, long time to displace. Just look at all the through-hole components still consuming board real estate today.
Even for a software company, I’m sure it will be no simple task to analyze customer use and assess the ROI on the so-called “elastic licensing” Ansys just rolled out to enable customers to adjust on-the-fly to meet peak demands. I can’t imagine how crazy life will be for the poor soul who gets the hopelessly thankless task of sorting through all the customers who take advantage of this.