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

  • Public Equity
  • TMT
  • Global


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


  • 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


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