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

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...
Catchup: PTC ends fiscal 2021 on a high note, invests in SaaS for the future

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...
Catchup: PTC ends fiscal 2021 on a high note, invests in SaaS for the future

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...
Catchup: PTC ends fiscal 2021 on a high note, invests in SaaS for the future

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

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

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...