PTC’s FQ1 was good, but macroeconomic worries loom

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 …...
Super quick: PTC to acquire ServiceMax for $1.5 billion

Super quick: PTC to acquire ServiceMax for $1.5 billion

Super quick: PTC to acquire ServiceMax for $1.5 billion PTC just announced that it will acquire ServiceMax in a $1.46 billion deal that’s expected to close in January. You’ve probably heard of ServiceMax; they offer field service management solutions in...
PTC’s FQ1 was good, but macroeconomic worries loom

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,...
Super quick: PTC to acquire ServiceMax for $1.5 billion

Quickie: PTC adds to codeBeamer to its ALM offer

Quickie: PTC adds to codeBeamer to its ALM offer PTC just announced that it is acquiring Intland Software, maker of codeBeamer Application Lifecycle Management (ALM), for roughly $280 million. PTC says codeBeamer is a “flexible and modern, easy-to-use interface....
The PLMish world steps up to support Ukraine

The PLMish world steps up to support Ukraine

The PLMish world steps up to support Ukraine A number of design, engineering, and PLM companies are helping to up the pressure on Russia to cease fire in Ukraine, each in their own way and in keeping with their country’s stated positions. Below is some of...
Super quick: PTC to acquire ServiceMax for $1.5 billion

The last word? PTC+Rockwell=BFFs for … ever?

The last word? PTC+Rockwell=BFFs for … ever? After yesterday’s kerfuffle about an S-3 filing (where I interpreted intentions incorrectly here and tried to fix it all here), PTC and Rockwell came out with a statement that reads, in part … Rockwell has...