More on Rockwell/PTC — there actually may be nothing to see here
More on Rockwell/PTC — there actually may be nothing to see here This morning, I saw the notification of PTC’s filing of an S-3, an intention to facilitate the sale of shares owned by a third party — in this case, Rockwell. The blog I wrote (here)...
Rockwell is selling some? of its $1 billion stake in PTC
Rockwell is selling some? of its $1 billion stake in PTC UPDATE: I am told that the SEC filing is notifying of an intention to sell up to all of the shares Rockwell owns — it’s not notifying us of sold shares. Am trying to learn the nuances and will add...
5 on a Friday — what a week! Autodesk, ESI, PTC, Shapr3D, and more
5 on a Friday — what a week! Autodesk, ESI, PTC, Shapr3D, and more Oh my goodness, what a week. We’ve had events, earnings, non-earnings news … I feel like a sponge that simply cannot absorb one more thing. We’ll get back to earings in more...
PTC saw FQ3 momentum in Creo, Windchill; not so much in IoT
PTC reported fiscal third quarter results last night that were … Okay. You can read/see/hear all of the details here. PTC offers data on overall product buckets, geos, etc. that you should go check out. A few of the things I thought most relevant and then some...
PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone
PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone PTC reported results last week that were both good and worrisome. The details, then what I think it might mean: Total revenue in PTC’s fiscal Q2 2021 was $462 million, up 28% as reported...
PTC blew past forecasts in FQ1, raises guidance for year
PTC blew past forecasts in FQ1, raises guidance for year PTC reported results for its fiscal first quarter of 2021, ended December 31, 2020, last night — and they were pretty darned good. Before we get too excited, though, it’s important to note that...
Will PTC+Arena = SaaS dominance in PLM? Maybe
Will PTC+Arena = SaaS dominance in PLM? Maybe A lot of you have been in touch to talk about PTC’s announced acquisition of Arena Solutions. Why do this deal? What’s in it for PTC, Arena, and for their customers? What happens to Arena’s PLM where it...
Super quick: PTC to acquire Arena for SaaS PLM
Super quick: PTC to acquire Arena for SaaS PLM Continuing that momentum into all things cloud and SaaS, PTC says it’s signed a definitive agreement to acquire Arena Solutions for $715 million in cash, “enabling the company to deliver a complete CAD + PLM...
