Tag Archives: PTC

PTC starts earnings with a warning, deals slipping

PTC last week said that its fiscal third quarter (ended June 30) would be a bit light, as it expects to report GAAP revenue of $303 million, short of its own forecasts and analysts consensus of $310 million and down about … Continue reading

Reaching that one customer in a PLMish landscape

I’ve attended a lot of engineering software company events over the last 6 weeks or so and find myself wondering: how can these vendors balance serving their long-term core user bases even as their offerings branch out and get more complex? The … Continue reading

LiveWorx connects physical & digital; magic happens

PTC’s LiveWorx event last week showcased all things Internet of Things (IoT): technology, business processes, benefits/drawbacks, change/resistance, new opportunities and old challenges. There’s a lot to process but these are my key takeaways from 2ish days in IoT-land: PTC is betting … Continue reading

PTC’s FQ2 was an up/down mix with lots of potential

Remember how PTC shocked everyone at the beginning of the month when they announced that the first calendar quarter/second fiscal quarter of 2015 was OK, but they were rejigging the business to better meet new goals? Yes? Well, last night PTC … Continue reading

PTC sort of preannounces FQ2, workforce realignment

PTC just announced that revenue for the quarter ended April 4 will be slightly above the midpoint of prior guidance of $305 million to $320 million, with license and subscription revenue slightly below the mid-point of the $80 million to … Continue reading

PTC’s FQ1 conference call was a masterpiece

PTC’s fiscal first quarter wasn’t perfect and it wasn’t a disaster — but the company’s handling of its conference call with analysts was truly masterful. As teenagers, we all learned that if we didn’t want to tell our parents something, … Continue reading

PTC paints a mixed picture for FQ1

It wasn’t the best possible Q1 but it could have been a lot worse. PTC reported that total revenue was basically flat with last year at $325 million, as it encourages customers to switch to subscriptions and copes with a discouraging manufacturing … Continue reading

PTC says FQ4 at or above expectations, restructures anyway

Hot off the presses from PTC: Basically, PTC says that FQ4 revenue will be at or above the high end of earlier guidance ($340 million to $355 million), and that Axeda will add another $4 million to $5 million in revenue on top … Continue reading

PTC moves away from the pack, stays firmly in it

Last week PTC announced solid fiscal third quarter performance, another IoT acquisition and, perhaps most heartening for its core constituency, surprising growth in the CAD business. I covered this all when it happened, but it deserves more attention. Without a doubt, the headline is … Continue reading

PTC reports Q3 at top end of guidance; acquires for IoT

Remember how the bar was set for all earnings calls a few weeks ago, when Alcoa raised the bar for all financial results to come? Well, PTC just did the same to the PLMish universe — and announced an acquisition, too. … Continue reading