Collaboration to Drive PTC's Onshape Initiatives Including Discovery Program, Onshape AI Advisor, and CAD and PDM Conversion ToolsBOSTON, Sept. 25, 2024 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced entry into a Strategic Collaboration Agreement (SCA) with Amazon Web Services (AWS) to accelerate the growth of its Onshape® cloud-native computer-aided design (CAD) and product data management (PDM) solution. This collaboration will focus on advancing Onshape product enhancements, customer adoption programs ...

文章核心观点 - Roblox和PTC是两家表现不佳但仍有巨大增长潜力的公司 [1][2] - Roblox的用户数、营收和订阅量均呈现强劲增长 [3] - Roblox正在逐步发展其数字广告业务,并且用户群正在逐渐变老,这对广告主来说是有利因素 [4] - PTC的年度经常性收入(ARR)保持低双位数增长,这反映了其软件解决方案的持续需求 [5] - PTC可以利用其产品生命周期管理(PLM)、服务生命周期管理(SLM)等软件解决方案实现交叉销售 [6][7] - 尽管受经济环境影响,但PTC的ARR增长仍然可观,有望在经济好转时进一步提升 [7] Roblox公司分析 - Roblox的用户数、营收和订阅量均呈现强劲增长,用户群正在逐渐变老,这对广告主来说是有利因素 [3][4] - Roblox的在线游戏和社交平台已经证明具有持久性,其增长故事仍处于初期阶段 [4] PTC公司分析 - PTC的年度经常性收入(ARR)保持低双位数增长,反映了其软件解决方案的持续需求 [5] - PTC可以利用其产品生命周期管理(PLM)、服务生命周期管理(SLM)等软件解决方案实现交叉销售 [6][7] - 尽管受经济环境影响,但PTC的ARR增长仍然可观,有望在经济好转时进一步提升 [7]

SolStock PTC Therapeutics, Inc. (NASDAQ:PTCT) continues to make significant progress in its pipeline. This is especially true when you consider that it has already been able to report positive interim results from its phase 2 PIVOT-HD study, which used PTC518 for the treatment of patients with Huntington's Disease [HD]. The last time I wrote about this article in a Seeking Alpha article entitled "PTC Therapeutics: Multiple Regulatory Submissions Along With Data Cuts," data for PTC518 was not released. Not o ...

BOSTON, Sept. 3, 2024 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced that it has appointed Rob Bernshteyn to its Board of Directors, effective September 9, 2024.Bernshteyn has held leadership and executive roles in the enterprise software space for over 30 years, including 14 years as CEO and Chairman of Coupa Software, a provider of business spend management solutions. During his tenure at Coupa, Bernshteyn transformed the company into a high-growth industry leader and led a successful IPO in 2016. He i ...

It has been about a month since the last earnings report for PTC Inc. (PTC) . Shares have added about 0.7% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is PTC Inc. due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. PTC's Q3 Earnings Meet EstimatesPTC reported third-q ...

WARREN, N.J., Aug. 28, 2024 /PRNewswire/ -- PTC Therapeutics, Inc. (NASDAQ: PTCT) today announced that the company will present a company overview at the following conferences:Morgan Stanley 22nd Annual Global Healthcare ConferenceThursday, Sept. 5 at 9:15 am ET2024 Wells Fargo Healthcare ConferenceFriday, Sept. 6 at 12:00 pm ETCantor 2024 Global Healthcare ConferenceTuesday, Sept. 17 at 2:30 pm ETThe presentations will be webcast live on the Events and Presentations page under the Investor section of PTC T ...

BOSTON, Aug. 27, 2024 /PRNewswire/ -- PTC (Nasdaq: PTC) today announced that it will participate in the following conferences.What: Citi's 2024 Global TMT ConferenceWhen: Wednesday, September 4th, 2024 at 8:20am ET  What: 2024 RBCCM Global TIMT Conference When: Tuesday, November 19th, 2024What: Barclays 22nd Annual Global Technology ConferenceWhen: Wednesday, December 11th, 2024What: Nasdaq 51st Investor ConferenceWhen: Wednesday, December 11th, 2024To view the webcast and replay for conferences please use ...

This industrial software company continues to grow its key metric and cash flow.Industrial software stock PTC (PTC 1.60%) is the sort of company investors should consider buying into on a dip. The company's recent third-quarter results, for the period ended June 30, and commentary on its fiscal 2025 were impressive in the current environment, and this company's long-term growth is only starting. Here's why PTC is a great stock for long-term holders.Attractive end marketsPTC's software solutions help custome ...

文章核心观点 - PTC Inc.第二季度营收为5.186亿美元,同比下降4.4% [1] - 每股收益为0.98美元,与去年同期的0.99美元相比基本持平 [1] - 公司营收低于市场预期,但每股收益符合预期 [2] 公司财务数据总结 经营数据 - 年度经常性收入(ARR)为21.3亿美元,符合分析师预期 [6] - 经常性收入为4.816亿美元,低于分析师预期的4.991亿美元,同比下降3.4% [7] - 专业服务收入为3,003万美元,高于分析师预期的2,845万美元,同比下降15.8% [8] - 软件总收入(包括许可和支持&云服务)为4.886亿美元,低于分析师预期的5.047亿美元,同比下降3.6% [9] - 永续许可收入为705万美元,高于分析师预期的560万美元,同比下降14.6% [10] 股价表现 - 公司股价在过去一个月内下跌4.4%,低于标普500指数下跌0.4% [11] - 公司目前评级为中性(Zacks Rank 3),意味着短期内可能与大盘持平 [11]

年度经常性收入(ARR) - 尽管整体需求环境一直疲软，但年度经常性收入(ARR)仍增长10%(按固定汇率计算为12%)至21.3亿美元[110] - PLM ARR从Q3'23到Q3'24增长12%(恒定汇率下增长13%)[131] - CAD ARR从Q3'23到Q3'24增长8%(恒定汇率下增长10%)[132] - 公司ARR(年度经常性收入)代表其活跃订阅软件、SaaS、托管和支持合同组合在报告期末的年化价值[170] - 公司ARR会随着新增合同的开始和现有合同的到期而增加和减少[175] 现金流 - 经营活动产生的现金流增长26%至2.14亿美元，自由现金流增长29%至2.12亿美元[111] - 公司在前9个月的经营活动现金流增加9,080万美元[158] - 公司预计未来12个月内现金及现金等价物、经营活动产生的现金流以及信用额度可满足营运资金和资本支出需求[167] - 公司预计在2024财年剩余时间内将使用几乎全部经营活动产生的现金偿还信用额度下的债务[168] 收入与利润 - 收入下降4%(按固定汇率计算为3%)至5.19亿美元，主要由于短期合同期限缩短以及基于云的软件即服务(SaaS)合同占比增加导致现场订阅许可收入下降[112] - 每股摊薄收益增长11%至0.57美元，主要由于5月2024年国税局发布的程序性指引带来的非现金税收收益以及总费用降低,部分被收入下降抵消[112] - 总体毛利率从79%下降至78%,主要是专业服务毛利率下降所致[134] - 非GAAP毛利率为81%[135] - 销售和营销费用占总收入比重为27%,研发费用占总收入比重为21%[141] 业务表现 - 产品生命周期管理(PLM)业务收入增长11%(按固定汇率计算为10%),包括早期第二财季收购的ServiceMax的贡献[126,128] - 计算机辅助设计(CAD)业务收入增长7%(按固定汇率计算为7%)[126,127] - 专业服务收入下降13%,公司继续执行利用合作伙伴提供服务而非自行承接的策略[129] - PLM软件收入在Q3'24有所下降，主要是美洲地区收入下降所致[131] - PLM软件在FY'24前九个月的收入增长主要得益于ServiceMax(在Q2'23初期收购)的贡献以及欧洲地区的增长[131] - CAD软件收入在Q3'24较Q3'23有所下降,主要是美洲地区收入下降所致[132] 财务状况 - 公司在前9个月的投资活动现金流主要用于收购pure-systems 9,350万美元[159] - 公司在前9个月的融资活动现金流主要用于偿还ServiceMax收购款62,000万美元[160] - 公司在2024年6月30日的总债务为18.158亿美元[163] - 利息费用在Q3'24较Q3'23有所下降,主要是由于总债务和收购相关付款减少所致[146] 非GAAP财务指标 - 公司使用非GAAP财务指标以补充GAAP财务指标,以更好地反映公司的经营业绩[178]