Research
FORUM TRANSCRIPT

PTC – SaaS Strategy Update & Thingworx Opportunities – 12 November 2021

  • Public Equity
  • TMT
  • Global
PREMIUM

Specialist

Former VP, Retail & Customer Global Business Development at PTC Inc (Parametric Technology Corp)

Agenda

  • Operating environment for PTC (NASDAQ: PTC) in the engineering application software market, highlighting major trends and customer demand in CAD (computer-aided design) and PLM (product lifecycle management)
  • Competitive dynamics vs Dassault (PAR: DSY), Siemens (ETR: SIE), Autodesk (NASDAQ: ADSK) and others
  • Onshape integration and SaaS (software-as-a-service) strategy for PTC, including SMB opportunities
  • Thingworx growth outlook and Rockwell (NYSE: ROK) partnership update
  • Outlook for 2022 and beyond, touching on top-line growth expectations and ability to improve margins

Questions

Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 25,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited