PTC: FQ3 challenging with pockets of strength

PTC: FQ3 challenging with pockets of strength

Jul 24, 2013 | Hot Topics

Earlier this evening, PTC  reported fiscal third quarter (ended June 30) results that were at the bottom end of expectations — but the headline is that the company sees a tough economic outlook and decided to lower its Q4 forecast. Again. CEO Jim Heppelmann said...
PTC: FQ3 challenging with pockets of strength

Quickies: PTC acquires, DS closes, Hexagon sells

Jul 23, 2013 | Hot Topics

There’s a lot of acquisition news coming out of the PLMish universe, so let’s catch up a bit while we wait for earnings to really heat up later this week. PTC last week announced that it acquired Enigma, a company whose products aggregate and deliver...
Hot guitar riffs & cool announcements from PTC Live

Hot guitar riffs & cool announcements from PTC Live

Jun 23, 2013 | Hot Topics

PTC has spent the last, well, decade redefining itself. For a long time, it was the feature-based modeling powerhouse in a direct-modeling CAD world. Then it decided CAD was passé and devoted itself to building a PLM platform. Most recently, PTC entered the brave new...
PTC: FQ3 challenging with pockets of strength

PTC channel doing well, DS/SIMPOE update

May 13, 2013 | Hot Topics

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 to handle, too. If “old”...
PTC: FQ3 challenging with pockets of strength

PTC reports decent FQ2, still tough out there

Apr 24, 2013 | Hot Topics

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 its revenue forecast for the next six...
CAE competence management: are we ready?

CAE competence management: are we ready?

Feb 22, 2013 | Hot Topics

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 code. Lo and behold,...
PTC: FQ3 challenging with pockets of strength

PTC reports lackluster FQ1, focuses on portfolio

Feb 4, 2013 | Hot Topics

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 million, down 11%; excluding...
PTC: FQ3 challenging with pockets of strength

PTC, DS results highlight strategic differences

Nov 9, 2012 | Hot Topics

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 learn about the demand for...