)
Visual21 Oct 2025
Hermès' growth by geographical region visualized
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.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.
What specific GTM changes drive FY26 ARR growth?
Which products receive incremental investment for growth?
What caused ServiceMax churn and its growth outlook?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next PTC earnings date
Q4 20255 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage