CAD SaaS Converting our installed base Growth primarily driven by Windchill Americas Europe APAC | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|---------------|---------------|-------|-------|-------|-------------|-----------|-------|-------|------------|-------------| | $929 | $929 | $1,029 \n+11% | $1,029 \n+11% | $667 | $654 | | $758 \n+14% | $744 +14% | $286 | $267 | $302 \n+6% | $302 \n+13% | | | Q2'23 | | Q2'24 | | Q2'23 | | Q2'24 | | | Q2'23 | Q2'24 | ...

PTC Inc. (PTC) reported $603.07 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 11.2%. EPS of $1.46 for the same period compares to $1.16 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $575.53 million, representing a surprise of +4.79%. The company delivered an EPS surprise of +18.70%, with the consensus EPS estimate being $1.23.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

EX 99.1 PTC ANNOUNCES SECOND FISCAL QUARTER 2024 RESULTS Solid ARR and Cash Flow in Q2 of Fiscal 2024 Updating Fiscal 2024 and Mid-Term Targets BOSTON, MA, May 1, 2024 - PTC (NASDAQ: PTC) today reported financial results for its second fiscal quarter ended March 31, 2024. “In our second fiscal quarter, we again delivered solid results. We have a differentiated strategy that leverages our unique product portfolio to enable our customers with their digital transformation journeys. Our consistent ARR and free ...

The upcoming report from PTC Inc. (PTC) is expected to reveal quarterly earnings of $1.23 per share, indicating an increase of 6% compared to the year-ago period. Analysts forecast revenues of $575.53 million, representing an increase of 6.2% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company announces its earnings, it is esse ...

PTC Inc (PTC) is slated to report second-quarter fiscal 2024 results on May 1.The Zacks Consensus Estimate for revenues is pegged at $575.5 million, suggesting growth of 6.2% from a year ago. The consensus estimate for earnings is pegged at $1.23 per share, indicating an increase of 6% from the prior year.The company has a trailing four-quarter earnings surprise of 6.2%, on average.Factors to ConsiderIncreasing demand for products, especially digital transformation and software-as-a-service or SaaS, across ...

The Quadrant Knowledge Solutions SPARK Matrix™ provides competitive analysis & ranking of the leading retail product lifecycle management (RPLM) vendors. PTC, with its comprehensive technology for Retail Product Lifecycle Management (RPLM), receives the highest ratings across the parameters of technology excellence and customer impact. MIDDLETON, Mass., April 25, 2024 /PRNewswire/ -- Quadrant Knowledge Solutions announced today that it has named PTC as the 2024 Outright Leader in the SPARK Matrix analysis ...

PTC与Trax合作 - PTC与Trax合作，将Trax平台与PTC的Servigistics集成，旨在开发创新的联合解决方案，提高效率，重新定义航空公司和MRO维护活动中的服务供应链优化[1] Servigistics解决方案 - Servigistics是一种利用人工智能、机器学习和先进数据科学解决复杂服务供应链问题的服务零部件优化解决方案[2] Trax产品特点 - Trax是全球航空市场上移动和云产品的行业领导者，为飞机维护提供数字签名、无纸化工作、物流的RFID功能、基于网络的应用程序以及在任何地点使用实时数据的灵活性[3]

BOSTON, April 10, 2024 /PRNewswire/ -- PTC (Nasdaq: PTC) will release its fiscal 2024 second quarter results on Wednesday, May 1st after the stock market closes. Senior management will host a live webcast and conference call to review the results on Wednesday, May 1st at 5pm Eastern Time. The earnings press release, accompanying earnings presentation, and financial data tables will be accessible prior to the conference call and webcast on the Investor Relations section of the Company's website at PTC Invest ...

文章核心观点 - 工业软件公司的解决方案是制造业的未来 [2][3] - 数字线程和闭环循环是未来制造业关注的两个关键词 [3][4] - PTC 拥有令人兴奋的未来,其解决方案持续获得市场认可,年度经常性收入(ARR)保持两位数增长 [5][6] - 但 PTC 需要努力才能实现其全年 ARR 指引,存在一定风险 [7][8][9][10] - Trimble 的基础增长令人印象深刻,其 ARR 和收入增长保持中高个位数,但部分终端市场放缓 [11][12][13][14] 公司分析 PTC - 公司拥有令人兴奋的未来,其数字化解决方案在制造业广受欢迎 [2][3][4][5][6] - 但公司需要努力才能实现其全年 ARR 指引,存在一定风险 [7][8][9][10] Trimble - 公司基础增长良好,ARR 和收入保持中高个位数增长 [11][12][13][14] - 但部分终端市场如农业和运输业受到经济放缓影响有所放缓 [12] - 未来现金流有望大幅改善,2024年有望实现11%-13%的有机 ARR 增长 [13][14]

公司业绩 - PTC公司在2024财年第一季度的非GAAP每股收益为1.11美元，同比增长12.1%，超过了Zacks Consensus Estimate 13.3%[3] - 公司的营收为5.5亿美元，同比增长18%，主要受益于计算机辅助设计（CAD）和产品生命周期管理（PLM）的稳定需求以及纯系统收购的协同效应[4] - 年化重复收入（ARR）达到20.57亿美元，同比增长24%，主要受益于各部门和地区的强劲表现[9] - PLM和CAD业务持续增长，PLM收入同比增长25%，达到3.49亿美元，CAD收入同比增长8%，达到2.02亿美元[8] - 预计2024财年ARR将在21.9-22.5亿美元之间，同比增长11-14%[16] - 预计2024财年营收将在22.7-23.6亿美元之间，同比增长8-13%[17] - 预计2024财年经营活动现金流将达到7.45亿美元，同比增长22%[18] 股票评级 - PTC公司股票的估值方面获得D级评分，属于价值策略的底部40%[22] - PTC公司的股票评级为3（持有），预计未来几个月股票表现将与市场持平[24]