PTC (PTC) investor relations material

Market opportunity and industry trends

• ALM market projected to grow from $5B in 2026 to $7–16B by 2032, driven by next-gen, integrated, compliance-focused solutions.

• Large enterprises face complex, multi-domain engineering challenges, making them the largest ALM segment.

• Automotive industry leads ALM adoption, setting benchmarks for other sectors like aerospace, defense, MedTech, and pharma.

• Key industry drivers include rising development costs, quality and compliance risks, and the need for faster innovation.

• Software is increasingly central to product development, requiring unified hardware-software engineering and lifecycle management.

Business challenges and transformation

• Companies must shift from maximizing revenue at product delivery to deriving value throughout the product lifecycle.

• Inefficient reuse, siloed domains, and lack of automation increase complexity and risk, especially in regulated industries.

• Product line engineering (PLE) and integrated ALM platforms enable systematic reuse, automation, and traceability.

• Compliance by design and rapid validation are critical for MedTech and pharma, with integrated ALM/PLM environments accelerating time to market.

• Business transformation, not just tooling, is the real opportunity for partners, especially in large-scale enterprise environments.

Go-to-market strategy and partnership model

• Shift from reactive, product-led sales to proactive, solution-led engagement targeting C-suite and strategic transformation.

• Partnership model includes joint solution definition, enablement, go-to-market support, and continuous improvement.

• Partners bring industry expertise and customer relationships; PTC provides platform, resources, and marketing support.

• Shared accountability and differentiated offerings deliver measurable business impact and lower project risk for customers.

• Over 20 dedicated alliance managers and extensive resources support partner success.