30 Jul 2026 01:39:13 ET │ 15 pages PTC Inc (PTC.O) Solid Q3 Execution; Deferred Benefits Help Q4 Exit Rate and FY27 Set- Up CITI'S TAKE Action | PTC reported a solid 3Q with ARR slightly beating the high-end of guidance and NNARR posting solid Y/Y growth with better than expected profitability. Demand was robust across all solutions with continuing momentum in Codebeamer, Servicemax (driven by Servicemax AI), and competitive displacements announced in CAD/PLM with management highlighting wins in Creo and Wi ...

Flash | 29 Jul 2026 23:07:16 ET │ 11 pages PTC Inc (PTC.O) AI Growth Across Products • Codebeamer is used as a leverage point to get into accounts PTC 3Q26 Callback Notes CITI'S TAKE Following the Q3 earnings call, we attended a group callback with PTC management and had the following takeaways: Competitive Environment Guidance See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations Neutral • Expecting to leverage AI API calls to Onshape from number of pings (cons ...

Q3'26 FINANCIAL RESULTS Neil Barua CEO Jennifer DiRico CFO July 29, 2026 FORWARD LOOKING STATEMENTS This presentation includes forward looking statements regarding PTC's future financial performance, strategic outlook and expectations, anticipated future operations, expected effects of strategic investments and initiatives, and share repurchase expectations. Because such statements deal with future events, actual results may differ materially from those projected in the forward-looking statements. Informati ...