Tag Archives: PTC

PTC channel doing well, DS/SIMPOE update

It’s going to be another busy week, with earnings from Hexagon, Cimatron and Stratasys today and then CENIT, ExOne and Autodesk later in the week. Before we start on those, however, there are a couple of bits of old business … Continue reading


PTC reports decent FQ2, still tough out there

PTC just reported results for its fiscal second quarter (ended March 31) that show the company performed more or less as it predicted. But the rest of fiscal 2013 (through September) is going to be tough and so PTC moderated … Continue reading


CAE competence management: are we ready?

There’s an apocryphal story in CAE: A number of years ago, an auto company decided to see how consistently CAE was applied across its organization. Management asked a number of individual analysts to solve the same problem using the same … Continue reading


Quickies: Rand earnings, PTC debuts Windchill PDM Essentials

While you’re out buying flowers and chocolates for your Valentine (you did remember to, didn’t you?), others were making news. First off, Rand Worldwide announced results for the quarter ended December 31. Total revenue was down 4% year/year to $21.6 million, … Continue reading


PTC reports lackluster FQ1, focuses on portfolio

As you undoubtedly know by now, PTC recently announced results for its fiscal first quarter. In a nutshell, FQ1 2013 non-GAAP revenue was $321 million, flat year over year but up 2% on a constant currency basis. License revenue was $79 … Continue reading


Quickies: Aras, Autodesk, AVEVA, Bentley Pointools, Delcam, Hexagon, PTC

Hi, everybody! I have something like 5 blog posts in various states of completion but last week’s SolidWorks World, followed by 3 days of hanging out with adorable but sneezy munchkins at Disney and Universal and then a quick high … Continue reading


PTC, DS results highlight strategic differences

Earnings news from engineering IT companies has been a mixed bag of late: misses and downgrades of expectations for the remainder of 2012 but also some stronger-than-expected results. Why did each company report as it did and what can we … Continue reading


Quickies: PTC & FARO disappoint, AspenTech upbeat

A huge day in engineering IT earnings, as PTC and FARO explain their miss to investors while AspenTech and Trimble issue earnings reports. A very quick headline on each and then I dash to the airport — more to come. … Continue reading


PTC bolsters SLM offering with Servigistics

PTC today announced that it will acquire Servigistics for $220 million in cash to further fill out its offering for the very long services tail of a product’s life — an area where manufacturers are increasingly looking for revenue opportunities. … Continue reading


PTC: refreshing candor, good results

At the end of the March earnings call, we were left with a couple of questions about PTC. First, can the company improve its sales methodology — forecasting through closing — so that the missed opportunities that bedeviled last quarter … Continue reading