PTC’s FQ1: a mixed bag with lots of Creo love

PTC’s FQ1: a mixed bag with lots of Creo love

Investors were underwhelmed at PTC’s fiscal first quarter 2019 earnings news, since the company said its bookings were at the lower end of its guidance, leading to weaker FQ2 revenue guidance. I’m a glass half-full type of person and prefer to look at the...
PTC buys Frustum, as gen des heats up

PTC buys Frustum, as gen des heats up

Not sure what gen des is? Generative design is the use of assistive technologies to help refine a design. Need a chair to hold a certain sized person? Give a gen des tool a set of parameters, and let it design the chair for you — that’s called topology...
PTC’s FQ1: a mixed bag with lots of Creo love

PTC’s F18 closed strong as reinvention continues

PTC’s Q4 and fiscal 2018 results, released last week, were solid yet investors were displeased because the forecasts for F19 presupposed a faster transition to subscriptions than many expected. Remember: subs mean lower initial revenue but a longer tail, so...
Getting started with Generative Design

Getting started with Generative Design

I get so many questions about technology directions, from people who want to know what to learn to get that next job, from companies that want to be sure they’re not on the bleeding edge but also not falling behind, from investors who want to know what a...
Autodesk #XLR8s its way to Fusion

Autodesk #XLR8s its way to Fusion

Autodesk #XLR8s its way to Fusion (Sorry – really bad hashtag-based pun. XLR8 = Accelerate, and the complete hashtag for the event was ##XLR8Fusion.) Autodesk’s first Accelerate event happened when PLM 360 was oh-so-new. Autodeskers, VARs and early...
PTC’s FQ1: a mixed bag with lots of Creo love

PTC’s FQ2 featured ‘strong’ CAD, PLM performance

PTC announced results on Wednesday that were, in a single word, impressive. Growth across most revenue categories, product lines, channels — and with positive outlook for the rest of 2018, too, which means no deals were pulled from the future into the fiscal second...
PTC’s FQ1: a mixed bag with lots of Creo love

10 things: PLMish earnings show confidence and growth

I’ve been recapping earnings for you for years but with the ready availability of the source materials it seems silly to just reproduce it all and make you hunt for my commentary. To make this more productive for you and for me, we’re trying something new: I’m...