PTC bolsters SLM offering with Servigistics

PTC bolsters SLM offering with Servigistics

Aug 8, 2012 | Hot Topics

PTC today announced that it will acquire Servigistics for $220 million in cash to further fill out its offering for the very long services tail of a product’s life — an area where manufacturers are increasingly looking for revenue opportunities....
PTC bolsters SLM offering with Servigistics

PTC: refreshing candor, good results

Jul 26, 2012 | Hot Topics

At the end of the March earnings call, we were left with a couple of questions about PTC. First, can the company improve its sales methodology — forecasting through closing — so that the missed opportunities that bedeviled last quarter don’t...
PTC bolsters SLM offering with Servigistics

Q1 recap/Q2 preview: What we’ll be looking for

Jul 10, 2012 | Hot Topics

As we prepare ourselves for the onslaught of Q2 earnings reports, it’s helpful to look back at Q1 to see patterns that (perhaps) foreshadow future results and identify areas that were causes for concern last quarter. To help with this analysis, we’ve...
PTC bolsters SLM offering with Servigistics

Exa’s IPO muddies the waters in engineering software

Jul 9, 2012 | Hot Topics

A quick Monday morning check on the stock markets for those of you following Exa’s IPO: Exa’s market makers originally priced the share at between $11 and $13 but ultimately settled at $10 for the public debut on June 28th. That day, over 2 million shares...

For PTC, “interesting” = “good”

Jun 8, 2012 | Hot Topics

A couple of months ago, I wrote that “PTC is such an interesting company. A bunch of really smart people who … get too far ahead of their customers (remember “CAD is dead”?), alienate those who sign the checks while retaining intense loyalty among the user...

PTC: Pothole repair underway

Apr 26, 2012 | Hot Topics

PTC today gave more details on its financial performance in the March quarter (its fiscal Q2) and a glimpse into the year ahead. The high points: a positive spin on the revenue miss in FQ1, much more cautious outlook for the rest of the year (but the potential for...

PTC hits a “substantial pothole”

Apr 9, 2012 | Hot Topics

I go away for a few days, and what happens? PTC starts earnings season off very early with a bit of bad news. It’s nothing fatal, and not even all that remarkable a shortfall but even so, the company’s shares fell as much as 23% on the news. Basically, a large deal in...

PTC: 5 markets, higher growth

Feb 7, 2012 | Hot Topics

PTC is hosting an investor day today at which it is describing the new organizational structure that was teased on its recent earning call and explaining how this better reflects changes PTC sees in the marketplace. CEO Jim Heppelmann kicked things off by saying that...

PTC has great FQ1; realigns for future

Jan 26, 2012 | Hot Topics

PTC continues to roll, reporting solid results for its fiscal first quarter ended December 31, 2011 and raising its forecasts for fiscal 2012. For the quarter, PTC reported total revenue of $318 million, up 19% from a year ago, helped by $18.5 million contributions...

Quick update: PTC, DS, Nemetschek

Oct 31, 2011 | Hot Topics

Day 2 of no power here in the Merrimack Valley of New England, resulting in no WiFi and spotty 3G coverage, so this has to be quick — more soon on PTC and DS. PTC has boffo Q4, cautious about 2012 PTC last week announced results for Q4 and fiscal 2011 that...