PTC reports solid December quarter, license up 48%

Jan 26, 2010 | Hot Topics

PTC just reported results for the fiscal first quarter. Quick points: • Q1 revenue of $258 million, up 8%, driven by license growth of 48% • PLM license revenue was $45 million, up 143% year-over-year • PTC reports a slight year-over-year decline in maintenance and...

Webinars 102

Jan 8, 2010 | Hot Topics

Do you follow up? Your competition does. A year ago, in Webinars 101, I listed 7 things companies could do to improve the effectiveness of their webinar-based marketing campaigns. Unfortunately, many companies using webinars to reach out to customers and prospects...

Q3: So, how did we do?

Nov 18, 2009 | Hot Topics

It’s always hard to create context around companies whose businesses, and business models, are so different but we can draw a couple of conclusions now that Autodesk, Dassault Systèmes and PTC have reported for the summer quarter: • Starting at the top: all three...

WSJ: Jittery Companies Stash Cash

Nov 3, 2009 | Hot Topics

The Wall Street Journal had a great article yesterday on the apparent hoarding of cash by America’s public companies. According to the piece, “in the second quarter, the 500 largest nonfinancial U.S. firms, by total assets, held about $994 billion in cash and short...

Quick hits: news roundup

Nov 2, 2009 | Hot Topics

We’ve been so focused on the big news of last week (in case you missed it, Dassault Systèmes is buying the DS-focused IBM PLM division of IBM and PTC and DS announced earnings) that a lot of other noteworthy items slipped under the radar. A quick recap: How long...

PTC: Things are looking up!

Oct 28, 2009 | Hot Topics

The good news: things are looking up enough for PTC to forecast actual growth for next year – not couched in terms of “constant currency” or using non-GAAP measures. Actual growth! The bad news, of course, is that 2009 was a dismal year by many measures. PTC...

The DS/IBM deal changes the PLM sector

Oct 27, 2009 | Hot Topics

Regardless of whether you like the deal DS struck to buy the IBM PLM business, it does change the dynamics within the PLM sector. From a competitive perspective, DS will now face the same issues of access that PTC and Autodesk face: can their sales reps get in to see...

Earnings preview: good news ahead?

Oct 26, 2009 | Hot Topics

PTC, Dassault Systèmes (DS) and ANSYS report third quarter earnings over the next ten days, so it’s time for a preview. Each company has kept a tight lid on things, so only insiders know what will be reported but we can look to other company’s reports for...

PTC Q3 in-line but lowers Q4 outlook

Jul 29, 2009 | Hot Topics

PTC announced last night that Q3 revenue (for the period ended June 30) was $226.2 million, compared to earlier guidance of between $220 million and $230 million, bolstered by a $3 million positive currency trend. The company lowered its revenue guidance for Q4 by...

The business of PLM: 0% financing?

Jul 22, 2009 | Hot Topics

PTC yesterday reminded everyone on its blast list that its 0% financing offer for Pro/Engineer, Windchill and other products continues right through to the end of its fiscal year, September 30. PTC rightly says that the 0% financing will enable buyers to conserve...