PTC’s ramp deals: “nothing but goodness” in a solid FQ2

Dassault Systèmes wobbles on license, otherwise good Q1

Dassault Systèmes wobbles on license, otherwise good Q1 Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased...
PTC’s ramp deals: “nothing but goodness” in a solid FQ2

PTC’s FQ1 was good, but macroeconomic worries loom

PTC’s FQ1 was good, but macroeconomic worries loom PTC announced fiscal Q1 2023 results last night that were better than expected in some areas. Profit was up but not as much as expected, and ARR was bigger than expected even though growth slowed a bit …...
PTC’s ramp deals: “nothing but goodness” in a solid FQ2

PTC closes Codebeamer deal, reports solid FQ2

PTC closes Codebeamer deal, reports solid FQ2 PTC just announced that it has closed its acquisition of Intland Software and its Codebeamer. And that reminds me that I never did publish a note on PTC’s earnings last week — which were very positive. First,...