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PTC (PTC) investor relations material

PTC Citi’s 2025 Global Technology, Media and Telecommunications Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025

Customer engagement and strategic priorities

  • Customer conversations consistently highlight the need for faster, higher-quality product development amid increasing complexity and global challenges.

  • Strategic positioning is reinforced by deep integration into customers' core product design, development, and maintenance processes.

  • Go-to-market transformation includes verticalization and elevating conversations to the C-suite, aiming for greater wallet share and high-performing sales teams.

  • Partnerships, such as with NVIDIA, and focus on outcomes are driving broader recognition and new opportunities.

  • The company is prioritizing organic transformation and disciplined M&A to strengthen its product data foundation vision.

Product innovation and growth drivers

  • Windchill and Codebeamer are central to growth, with Windchill expanding from CAD data management to broader PLM use cases and Codebeamer bridging software and hardware development.

  • AI capabilities are being embedded across products, with Windchill AI launching soon and SaaS adoption accelerating.

  • The intelligent product lifecycle vision leverages a unified product data foundation to enable generative and agentic AI for customers.

  • ServiceMax, despite recent headwinds, remains strategically important for integrating field data into PLM.

  • Incremental resources are focused on flagship products, while other categories receive measured investment.

Financial performance and outlook

  • Full-year growth targets were adjusted to high single digits, reflecting macro uncertainty and deal structuring variability.

  • Execution in Q3 and a stable macro environment led to increased confidence in meeting revised guidance.

  • Free cash flow remains strong due to disciplined budgeting, annual upfront subscription billing, and nimble capital allocation.

  • Margin expansion is expected to be modestly upward, with continued vigilance in spending and investment decisions.

  • ServiceMax experienced unusual churn but is showing pipeline improvement and remains a differentiator.

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Frequently asked questions

CAD, IoT, Augmented Reality, and More

Founded in 1985, PTC Inc. is a global software company that aids businesses in the design, manufacture, operation, and service of products. With a diverse portfolio that spans Internet of Things (IoT), augmented reality (AR), computer-aided design (CAD), and even a program for Product Lifecycle Management (PLM). PTC is headquartered in Boston and has grown to serve a myriad of industries.

Evolution from CAD Pioneer to Digital Solutions Leader

PTC’s journey began as a trailblazer in 3D CAD software. In the late 1980s and 1990s, the company launched Pro/ENGINEER, the industry's first rule-based constraint (parametric) CAD software. This software revolutionized product design by allowing engineers to create 3D digital prototypes of their products, enhancing the overall design process. Over the years, PTC expanded its software suite to include solutions that cover the entire product lifecycle, from conception and design to service and retirement.

Solutions for the Modern Industrial Landscape

At the heart of PTC's offerings is its comprehensive suite of software tools tailored to meet the demands of today's industries. Their CAD solutions, led by the flagship product Creo, enable product designers and engineers to visualize, analyze, and verify complex product designs. Through advanced simulation tools and a user-friendly interface, Creo has become the preferred choice for many enterprises.

Moreover, with the Vuforia AR platform, PTC provides tools for developers to create immersive augmented reality applications. These AR applications can be used in a variety of sectors, from education and marketing to manufacturing and service, making the process of information consumption more interactive and intuitive. When looking at companies supplying similar services, one finds names such as Oracle, SAP, IBM, and many more.

Internet of Things

PTC saw the increasing value of the Internet of Things and the potential of augmented reality in industrial settings. By strategically acquiring companies and expanding their product suite, PTC positioned itself at the forefront of the IoT and AR revolutions. Their ThingWorx platform, for instance, offers a comprehensive IoT solution, enabling businesses to create and run applications for connected products.

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