PTC Inc. (PTC) reported third-quarter fiscal 2024 non-GAAP earnings per share (EPS) of 98 cents, down 1% on a year-over-year basis. The figure came in line with the Zacks Consensus Estimate.Revenues were $519 million, declining 4% year over year (down 3% at constant currency or cc). The top line missed the Zacks Consensus Estimate by 2.7%. A challenging selling environment resulted in the year-over-year decline.Top Line in DetailRecurring revenues of $481.6 million fell 3.4% year over year. Perpetual licens ...

Q3'24 FINANCIAL RESULTS Neil Barua CEO Kristian Talvitie CFO July 31, 2024 FORWARD LOOKING STATEMENTS This presentation includes forward looking statements regarding PTC's future financial performance, strategic outlook and expectations, anticipated future operations, and expected effects of strategic investments and initiatives. Because such statements deal with future events, actual results may differ materially from those projected in the forwardlooking statements. Information about factors that could ca ...

财务数据和关键指标变化 - 公司在Q3实现了12%的恒定货币ARR增长,表明公司产品组合受到客户欢迎 [8] - 公司Q3自由现金流增长29%,表现稳健 [8] 各条业务线数据和关键指标变化 - CAD业务实现10%的恒定货币ARR增长,PLM业务实现13%的恒定货币ARR增长 [53] 各个市场数据和关键指标变化 - 公司在美洲、欧洲和亚太地区的恒定货币有机ARR增长均保持在低至中个位数的水平,与Q2的增长率相当 [56] 公司战略和发展方向及行业竞争 - 公司专注于5个领域:PLM、ALM、SLM、CAD和SaaS,这些是公司可以为客户创造最大价值的领域 [13] - 公司正在整合软件产品组合,帮助制造企业提高竞争力,实现端到端的数字线索 [15][16][38] - 公司正在优化销售和G&A职能,以更好地支持5个重点领域 [19][20][21] 管理层对经营环境和未来前景的评论 - 公司Q3的需求环境与过去两年一致,没有明显变化 [72][73] - 公司认为,当销售关闭率有所改善时,就是经营环境好转的信号 [73] - 公司预计2025财年ARR增长将保持在低个位数的水平,与过去两年的表现一致 [67] 其他重要信息 - 公司COO Mike DiTullio将于本财年末离任,公司将不再设置COO职位,CEO将直接负责更多的运营和执行 [9][10] - 公司正在全面审视各个职能,以更好地支持5个重点领域 [11][12][18][21] 问答环节重要的提问和回答 问题1 **Siti Panigrahi 提问** 需求环境是否有变化,公司需要看哪些指标才会更有信心判断环境好转 [71] **Neil Barua 回答** 公司Q3需求环境与过去两年一致,没有明显变化。公司关注销售关闭率作为判断环境好转的指标 [72][73] 问题2 **Tyler Radke 提问** 需求环境的变化是否主要受执行影响,还是宏观因素影响,公司Q4指引如何考虑这些因素 [76][77][78] **Neil Barua 回答** 公司Q3表现良好,需求环境变化主要体现在销售关闭率,公司Q4指引考虑了这一因素 [78][79] 问题3 **Joshua Tilton 提问** Q3自由现金流低于指引的原因,以及Q3和Q4的递延ARR变化情况 [100][101][102][103] **Kristian Talvitie 回答** Q3自由现金流低于指引是由于时间性因素,递延ARR的变化在Q3和Q4基本平均体现 [101][103]

PTC Inc. (PTC) came out with quarterly earnings of $0.98 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.99 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this product development software maker would post earnings of $1.23 per share when it actually produced earnings of $1.46, delivering a surprise of 18.70%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.PTC Inc., ...

财务指标 - 第三财季ARR同比增长10%，以恒定汇率计算ARR同比增长12%[4] - 第三财季自由现金流同比增长29%[4] - 2024财年第四季度预计恒定汇率ARR为22亿-22.2亿美元，全年恒定汇率ARR增长11%-12%[9] - 2024财年第四季度预计自由现金流约为8300万美元，全年自由现金流约为7.25亿美元[9] - 2024财年第四季度预计非GAAP每股收益为1.30美元-1.66美元，全年非GAAP每股收益为4.85美元-5.21美元[9] - 公司总收入为16.72亿美元，同比增长7.8%[23] - 经常性收入为15.52亿美元，同比增长10.2%[23] - 非GAAP毛利率为82.8%，同比增加1.4个百分点[34] - 非GAAP营业利润率为37.0%，同比增加1.0个百分点[38] - 非GAAP每股收益为3.54美元，同比增长12.7%[37] 财务状况 - 公司现金及现金等价物为2.48亿美元[41] - 公司债务净额为18.11亿美元[43] - 公司股东权益为30.15亿美元[43] 重大事项 - 公司在Q1'24完成了对pure-systems的9,300万美元收购，以及对ServiceMax Inc.的6.2亿美元收购付款[1][2] - 公司在Q1'24借款7.4亿美元用于支付ServiceMax收购款和pure-systems收购，随后已还款6.31亿美元[2] - 公司在Q1'24支付了6.5亿美元用于结算ServiceMax收购的尾款[3] - 公司确认了2.0百万美元的可供出售债务证券减值损失[39] - 公司确认了3.6百万美元的与前几年相关的税收准备[39] 现金流 - 公司Q3'24的经营活动现金流为2.138亿美元，自由现金流为2.122亿美元[3] - 公司Q3'24的应收账款增加2,392万美元[4] - 公司Q3'24的应付账款及应计费用增加6,483万美元[4] - 公司Q3'24的递延收入减少3,258万美元[4] 未来展望 - 维持2024财年自由现金流指引，将2024财年恒定汇率ARR增长指引调整为11%-12%[8] - 2024财年预计GAAP税率约为17%，非GAAP税率约为19%[13] - 2024财年预计资本支出约为1500万美元，现金利息支付约为1.35亿美元[13] - 预计2024财年末总债务约为17亿美元[13] - 预计2024财年末全面摊薄股数约为1.21亿股[13]

In its upcoming report, PTC Inc. (PTC) is predicted by Wall Street analysts to post quarterly earnings of $0.98 per share, reflecting a decline of 1% compared to the same period last year. Revenues are forecasted to be $533.04 million, representing a year-over-year decrease of 1.7%.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 ...

WARREN, N.J., July 30, 2024 /PRNewswire/ -- PTC Therapeutics, Inc. (NASDAQ: PTCT) announced today the submission of the sepiapterin NDA to the U.S. FDA. The NDA submission is for the treatment of pediatric and adult patients with phenylketonuria (PKU), including the full spectrum of ages and disease subtypes."This NDA submission is an important step in bringing this therapy to children and adults living with PKU in the U.S.," said Matthew B. Klein, M.D., Chief Executive Officer of PTC Therapeutics. "The rob ...

PTC Inc (PTC) is slated to report third-quarter fiscal 2024 results on Jul 31, after the closing bell.The Zacks Consensus Estimate for revenues is pegged at $533 million, indicating a decline of 1.7% from the year-ago reported number. The consensus estimate for earnings is pegged at 98 cents per share, down 1% from the prior year.The company’s earnings beat the Zacks Consensus Estimate in three of the last four quarters while missing once. It has a trailing four-quarter earnings surprise of 8.8%, on average ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? PTC Inc. (PTC) , which belongs to the Zacks Computer - Software industry, could be a great candidate to consider.When looking at the last two reports, this product development software maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 15.98%, on average, in the last two quarters.For the last report ...

NEW YORK, July 12, 2024 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  PTC Therapeutics, Inc. (“PTC” or the “Company”) (NASDAQ: PTCT).   Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether PTC and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action]                 ...