PTC ANNOUNCES FIRST FISCAL QUARTER 2026 RESULTS Strategic focus on Intelligent Product Lifecycle vision BOSTON, MA, February 4, 2026 - PTC (NASDAQ: PTC) today reported financial results for its first fiscal quarter ended December 31, 2025. "PTC delivered solid financial results in Q1'26, driven by large deal volume and competitive displacements. The continued progress we're making with our go-to-market transformation is resulting in strong and strategic demand capture. This gives us greater confidence that ...

Strategic focus on Intelligent Product Lifecycle vision Solid execution in Q1'26 Constant currency ARR growth of 8.4%; 9.0% excluding Kepware and ThingWorx Operating and free cash flow growth of 13% Embedding AI across portfolio and building common AI infrastructure to drive customer adoption and value Executing on our $2 billion share repurchase authorization: $200 million of repurchases in Q1'26; expect to use net after-tax proceeds from the Kepware and ThingWorx divestiture for incremental repurchase ...

PTC Inc. (NASDAQ:PTC) is expected to report earnings per share (EPS) of $1.59 and revenue of approximately $634.3 million for the first quarter of fiscal 2026.The company forecasts revenue between $600 million and $660 million, with non-GAAP EPS ranging from $1.26 to $1.82.PTC is focusing on expanding its offerings in Software as a Service (SaaS) and Artificial Intelligence (AI), anticipating an Annual Recurring Revenue (ARR) growth of 8% to 8.5%.PTC Inc. (NASDAQ:PTC), a leading technology company specializ ...

Core Viewpoint - PTC Inc. is experiencing increased interest from institutional investors despite a recent stock price decrease, indicating confidence in its potential for future growth [2][3][6] Group 1: Company Overview - PTC Inc. is a technology company specializing in software solutions that enhance product development and management processes [1] - The company operates in a competitive landscape with key competitors such as Autodesk and Dassault Systèmes [1] Group 2: Institutional Investor Activity - Federated Hermes Inc. increased its investment in PTC by 1.7%, holding 332,137 shares valued at approximately $67.43 million, representing about 0.28% of the company [2] - Strs Ohio significantly boosted its stake in PTC by 148.3%, now holding 64,851 shares valued at $13.2 million [3] - Other investors, including Empowered Funds LLC and Geneos Wealth Management Inc., also increased their holdings, with Geneos raising its stake by 34.4% [4] Group 3: Market Performance - PTC's stock has seen fluctuations, with a 52-week high of $219.69 and a low of $133.38 [5] - The company's market capitalization is approximately $17.91 billion, with a recent trading volume of 911,121 shares [3][6] - Despite a recent stock price decrease of 4.43% to $149.96, the strong market position and investor interest suggest potential for future growth [2][6]

Key Takeaways PTC to report Q1 FY26 on Feb. 4, with revenues guided at $600-$660M and non-GAAP EPS of $1.26-$1.82.PTC is focusing on PLM, CAD, SLM, ALM, a SaaS and AI and a go-to-market realignment to support expansion.PTC expects 8-8.5% ARR growth (including Kepware and ThingWorx) in Q1. PTC Inc. (PTC) is scheduled to report first-quarter fiscal 2026 results on Feb. 4, after market close.For the quarter, PTC anticipates revenues between $600 million and $660 million. Non-GAAP EPS is projected in the range ...

Core Insights - PTC Inc. has been selected by Reditus Space to provide its cloud-native Onshape CAD and PDM platform for the development of reusable spacecraft and related hardware [1][11] Group 1: Reditus Space and Its Mission - Reditus Space is preparing to launch its first reusable satellite, ENOS Mk1, scheduled for July 2026 aboard a SpaceX Falcon 9 rideshare mission [2] - The ENOS Mk1 mission aims to deploy a reusable spacecraft into low Earth orbit, host commercial payloads, remain in orbit for approximately eight weeks, and return safely to Earth for recovery and reuse [2] Group 2: PTC's Role and Technology - Reditus Space was introduced to PTC through the Onshape Startup Program and utilized the platform to transition from early concepts to flight-ready designs [3] - PTC's cloud-native tools provide a strategic advantage by enabling secure collaboration, rapid iteration, and regulatory compliance within a single platform [4] - As demand for aerospace and defense solutions grows, platforms like Onshape are becoming critical for both emerging space companies and established defense contractors [5] Group 3: PTC's Business Outlook - For fiscal 2026, PTC projects revenues between $2.65 billion and $2.9 billion, reflecting a year-over-year change of -3% to -6% [9] - The company targets 7% to 9% ARR growth for fiscal 2026 and anticipates generating $1 billion in free cash flow, supported by strong deferred ARR and a capital return program to buy back $150 million to $250 million of stock per quarter [9] - PTC's fiscal 2026 outlook indicates ongoing double-digit cash flow growth and solid visibility as multi-year ramp contracts begin [9] Group 4: Competitive Positioning - PTC's solutions enhance operational efficiency, accelerate product and service innovation, and boost workforce productivity across industrial enterprises [8] - The company's major technology platforms, including Creo, Windchill, ThingWorx, and Vuforia Studio, are expected to drive revenue growth [8]

Core Insights - Ondas Inc (ONDS) has shown strong performance in 2025 and continues to maintain momentum into 2026, positioning itself well within the defense and industrial sectors undergoing transformation [1][2] - The company is exploring whether it can sustain long-term growth and potentially increase its stock value significantly [1] Industry Overview - The defense and industrial sectors are shifting from traditional manned systems to connected, autonomous, and swarming technologies, creating opportunities for startups to disrupt established manufacturers [2] - Ondas Inc is strategically positioned at the intersection of these trends, evolving from a niche provider of specialized radios to a diversified holding company focused on autonomous drones for security needs [3] Business Model - Ondas operates on a "Three-Legged Stool" model, consisting of Ondas Networks, Ondas Autonomous Systems (OAS), and Ondas Capital [4][5][6] - Ondas Networks provides a federally mandated wireless standard for the North American rail network, generating high-margin recurring revenue [4] - OAS is a rapidly growing defense technology division that offers a comprehensive defense solution through various acquisitions, capitalizing on the demand for counter-UAS technology [5] - Ondas Capital utilizes a significant cash reserve to consolidate in a fragmented industry, allowing for strategic acquisitions [6] Financial Performance and Valuation - As of the latest data, Ondas trades at approximately $13.83 per share with a market cap of nearly $5.5 billion, reflecting a valuation of about 31 times its projected 2026 revenue of $180 million [7] - The company is projected to experience substantial revenue growth, with estimates for 2026 ranging from $170 million to $180 million, representing a year-over-year growth rate of approximately 260% [42] - Ondas has a backlog of $65.3 million, which has increased by 180% in just two months, indicating a strong conversion of contracts from pilot to production [43] Historical Context - Ondas has evolved through distinct phases: the "Rail Connectivity" era focused on broadband connectivity for industrial assets, and the "Autonomous Expansion" era pivoting towards drone technology [10][14] - The company has made significant acquisitions, including American Robotics and Airobotics, to enhance its capabilities in the autonomous systems market [14][15] Technology and Competitive Advantage - Ondas Networks' core product, the FullMAX software-defined radio platform, complies with the IEEE 802.16t standard, ensuring reliability and performance in rail communications [20][26] - The partnership with Siemens Mobility provides a strategic advantage, allowing Ondas to leverage Siemens' sales force and customer relationships, significantly reducing customer acquisition costs [22][23] Market Potential - The total addressable market (TAM) for Ondas is estimated at 70,000 units, with a focus on transitioning customers to a recurring revenue model through maintenance and licensing [24][30] - The autonomous systems division targets the growing demand for automated security solutions, driven by the need for cost-effective and reliable surveillance [27]

Core Insights - PTC's cloud-native Onshape platform has been selected by Reditus Space to support the development of reusable spacecraft and related hardware [1][3] - Reditus Space is preparing for its first orbital mission, ENOS Mk1, scheduled to launch in July 2026, utilizing SpaceX's Falcon 9 [2][3] - The transition to Onshape Government allows Reditus to meet ITAR and EAR compliance while maintaining rapid development [3][4] Company Overview - Reditus Space is focused on creating the world's first reusable satellites to enhance orbital return efficiency, headquartered in Atlanta, GA [7] - PTC is a global software company that aids manufacturers in digitally transforming their design, manufacturing, and service processes, employing over 7,000 people and serving more than 30,000 customers worldwide [8][9] Technology and Innovation - Onshape enables rapid movement from concept to launch-ready designs, providing professional-grade CAD and PDM tools without the burden of license management [4] - The platform supports secure collaboration, rapid iteration, and regulatory compliance, which are critical for aerospace and defense sectors facing high demand and innovation pressure [4][5] - PTC's vision for the Intelligent Product Lifecycle emphasizes building a product data foundation that accelerates AI-driven transformation and enhances product quality and compliance [5]

Core Viewpoint - Digi Power X Inc. is actively participating in the PTC 2026 conference to showcase its commitment to developing energy infrastructure that supports next-generation digital workloads, particularly in AI and cloud computing [1][3][4]. Group 1: Company Participation and Strategy - Digi Power X is attending the PTC 2026 in Honolulu, Hawaii, with President Alec Amar representing the company [1]. - The participation reflects the company's strategic focus on scalable, grid-connected energy infrastructure to meet the growing demand for AI-ready data centers and power-intensive computing [3][4]. - Alec Amar emphasized the company's commitment to building the infrastructure for the next era of AI, cloud, and global connectivity, aiming to collaborate with industry leaders [4]. Group 2: Product Development - Digi Power X has initiated the deployment of its ARMS 200 (AI-Ready Modular Solution) platform across select U.S. Tier III facilities, which is designed for full-stack AI infrastructure [5]. - The ARMS 200 platform integrates various components to enable faster and more predictable deployment of AI-ready capacity compared to traditional data center builds [5][6]. - The architecture of ARMS 200 includes grid-connected, multi-megawatt power, modular AI PODs for scalable deployments, high-density GPU racks, and liquid-cooled fabrics optimized for AI workloads [8]. Group 3: Industry Context - The Pacific Telecommunications Council (PTC) serves as a global forum for digital infrastructure, focusing on the convergence of telecommunications and information technology [2]. - The conference addresses critical issues that are shaping the future of industries related to energy, data centers, AI, cloud, and connectivity [2].

Core Insights - PTC Inc. is enhancing its Application Lifecycle Management (ALM) portfolio to address rising software complexity and regulatory challenges with the launch of Codebeamer 3.2, Codebeamer AI 1.0, and Pure Variants 7.2, targeting highly regulated industries such as automotive and aerospace [1][9] Group 1: Product Enhancements - The new releases focus on three core priorities: stronger traceability, improved change management, and governed AI assistance aligned with regulatory standards [1] - Codebeamer 3.2 and Pure Variants 7.2 introduce Stream Baselines, allowing teams to capture complete snapshots of projects, facilitating faster identification of project states and simplifying impact analysis [3] - Pure Variants 7.2 includes Feature-Based PLE enhancements that automate stream and baseline creation, supporting concurrent development across platforms [4] Group 2: AI Integration - Codebeamer AI 1.0 introduces two AI assistants designed for regulated environments, improving requirements quality by identifying ambiguities and inconsistencies [5] - The Test Case Assistant in Codebeamer AI generates test cases directly from requirements, enhancing traceability and speeding up validation processes [6] Group 3: Strategic Moves - PTC's divestiture of Kepware and ThingWorx aims to sharpen its portfolio around core strengths in CAD, PLM, ALM, and SLM, simplifying its product strategy [8] - The company's go-to-market realignment is intended to enhance customer value and capture new opportunities in a competitive market [10] Group 4: Market Position - PTC has experienced a decline of 16.1% in stock price over the past six months, compared to a 13.1% decline in the Zacks Computer-Software industry [12]