Q2'25 FINANCIAL RESULTS Neil Barua CEO Kristian Talvitie CFO April 30, 2025 FORWARD LOOKING STATEMENTS This presentation includes forward looking statements regarding PTC's future financial performance, strategic outlook and expectations, anticipated future operations, expected effects of strategic investments and initiatives, and share repurchase expectations. Because such statements deal with future events, actual results may differ materially from those projected in the forward-looking statements. Inform ...

Core Insights - PTC reported solid financial results for Q2 FY2025, with a focus on enabling the digital economy through software tools that enhance customer efficiency in design, manufacturing, and service [1][2] - The company expressed confidence in its ability to meet customer demand despite macroeconomic uncertainties, emphasizing its role in facilitating the digital transition for clients [2] Financial Performance Highlights - Annual Recurring Revenue (ARR) increased to $2,290 million, up 10% year-over-year; constant currency ARR also grew to $2,326 million, reflecting a 10% increase [4] - Operating cash flow reached $281 million, a 12% increase from the previous year, while free cash flow was $279 million, up 13% [4][6] - Revenue for Q2 FY2025 was reported at $636 million, a 6% increase year-over-year, with constant currency revenue growth of 8% [4][5] - The operating margin improved to 35%, up 530 basis points from the previous year, while non-GAAP operating margin rose to 47%, an increase of 490 basis points [4] Earnings and Guidance - Earnings per share (EPS) for Q2 FY2025 was $1.35, a 42% increase compared to $0.95 in Q2 FY2024; non-GAAP EPS was $1.79, up 23% from $1.46 [4][5] - The company updated its FY2025 guidance, projecting constant currency ARR growth of 7% to 9% and free cash flow of $840 million to $850 million [7][9] - For Q3 FY2025, guidance includes revenue expectations of $560 million to $600 million and EPS of $0.56 to $0.88 [10] Capital Allocation and Strategic Initiatives - PTC executed a disciplined capital allocation strategy, repurchasing $75 million worth of stock in Q2 FY2025, with plans for an additional $75 million in Q3 [6][9] - The company remains focused on building a strong foundation for AI-driven and verticalized growth, while proactively managing macroeconomic risks [9]

Leading global automotive and industrial supplier continues product development modernization with transition to cloud-based Windchill+ PLM Windchill+ offers speed of deployment, upgrade, and collaboration benefits to help customers accelerate development time PTC and Schaeffler expect to collaborate on AI-driven product development initiatives BOSTON, April 30, 2025 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced that Schaeffler, a leading motion technology company, will adopt PTC's Windchill+® product ...

Core Insights - PTC Inc. is set to report its second-quarter fiscal 2025 results on April 30, 2025, with anticipated revenues between $590 million and $620 million and non-GAAP EPS expected in the range of $1.30 to $1.50 [1] - The Zacks Consensus Estimate for revenues is $608.3 million, reflecting a 0.9% increase year-over-year, while the consensus estimate for earnings is $1.38 per share, down 5.5% from the previous year [1] Financial Performance - PTC has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average earnings surprise of 11.8% [2] - Over the past year, PTC's shares have declined by 14.2%, contrasting with a 1.5% growth in the Zacks Computer – Software industry [2] Business Segments - The core business segments, Product Lifecycle Management (PLM) and Computer-Aided Design (CAD) solutions, are expected to drive revenue growth, supported by the adoption of Windchill software and Creo CAD tools [2] - The application lifecycle management (ALM) solution, Codebeamer, has gained traction due to collaborations with Microsoft and Volkswagen, enhancing its market position [3] Recent Developments - PTC launched Codebeamer 3.0 on March 27, 2025, aimed at improving product development and regulatory compliance [4] - The company has realigned its go-to-market strategy to better engage customers, leading to increased customer wins and subscription growth [5] - PTC's shift to a subscription-based model is expected to enhance cash flow, with anticipated cash from operations and free cash flow of $274 million and $270 million, respectively [6] Growth Projections - PTC expects constant currency Annual Recurring Revenue (ARR) growth of approximately 9.5% for the fiscal second quarter, driven by its strong product portfolio and strategic investments [6] Competitive Landscape - The company faces challenges from a volatile global macro environment, foreign currency fluctuations, and stiff competition in the CAD space, which may impact margins [8] Innovations - Recent innovations include the launch of Onshape AI Advisor and Onshape Government, reinforcing PTC's commitment to enhancing productivity and regulatory compliance [9] - The acquisition of IncQuery Group on April 2, 2025, is expected to bolster PTC's capabilities in ALM, PLM, and systems engineering [10] - Windchill AI, showcased at Hannover Messe 2025, aims to improve product development efficiency through AI-driven insights [11] Earnings Prediction - PTC's earnings model indicates a potential earnings beat, supported by a positive Earnings ESP of +1.71% and a Zacks Rank of 3 [12]

- Label includes full spectrum of PKU patients -- European launch preparations underway -WARREN, N.J., April 25, 2025 /PRNewswire/ -- PTC Therapeutics, Inc. (NASDAQ: PTCT) announced today that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has issued a positive opinion on the marketing authorization application for Sephience™ (sepiapterin) for the treatment of children and adults living with phenylketonuria (PKU). The opinion includes a broad label inclusive ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider PTC Inc. (PTC) . This company, which is in the Zacks Computer - Software industry, shows potential for another earnings beat.This product development software maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 14.29 ...

WARREN, N.J., April 17, 2025 /PRNewswire/ -- PTC Therapeutics, Inc. (NASDAQ: PTCT) announced today that the company will host a webcast conference call to report its first quarter 2025 financial results and provide an update on the company's business and outlook on Tuesday, May 6, at 4:30 p.m. ET.To access the call by phone, please click here to register and you will be provided with dial-in details. To avoid delays, we recommend participants dial in for the conference call 15 minutes prior to the start of ...

Core Insights - PTC Inc. has introduced two significant features to its Onshape platform: Onshape AI Advisor and Onshape Government, aimed at enhancing product development and regulatory compliance for engineers and organizations [1][8] - Onshape is recognized for its rapid innovation cycle, with a three-week release schedule that includes various new features, positioning it as a leading platform in the CAD and PDM sectors [2] - The platform is also making strides in education, with over 1.5 million new signups annually from students and educators, indicating its growing influence in academic settings [3] Onshape AI Advisor - Onshape AI Advisor is a generative AI tool designed to improve the design experience by providing real-time guidance and automating CAD workflows [5] - The AI Advisor utilizes Onshape's resources to deliver accurate answers and recommendations based on user queries, enhancing efficiency [6] - However, it does not create designs or handle complex engineering decisions, emphasizing the need for users to rely on their expertise for critical tasks [7] Onshape Government - Onshape Government is tailored for government agencies and defense contractors, ensuring compliance with ITAR and EAR regulations while providing secure design workflows [8][9] - The platform reduces overhead by minimizing IT costs and eliminating lengthy audits associated with traditional CAD systems, allowing teams to focus on design quality [10] - PTC is pursuing FedRAMP Moderate authorization for Onshape Government to meet federal data security standards [10] PTC's Strategic Developments - PTC's diversified product portfolio, including Creo, Windchill, ThingWorx, and Vuforia Studio, is driving growth and efficiency across industries [12] - A strategic collaboration with Amazon Web Services aims to enhance Onshape's features and increase customer adoption, although PTC has revised its 2025 sales forecast down to $2,430-$2,530 million due to challenging market conditions [13] - PTC's stock has seen a decline of 17.2% over the past year, contrasting with a 2.9% drop in the broader Computer-Software industry [14]

New AI-powered assistant offers designers step-by-step guidance and recommendations during design process Onshape Government delivers cloud-native CAD and PDM to aerospace and defense companies with ITAR and EAR compliance requirements BOSTON, April 15, 2025 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced two new offerings from its cloud-native Onshape® computer-aided design (CAD) and product data management (PDM) platform: Onshape AI Advisor, an intelligent, generative AI-powered assistant that enables ...

BOSTON, April 9, 2025 /PRNewswire/ -- PTC (Nasdaq: PTC) will release its fiscal 2025 second quarter results on Wednesday, April 30th after the stock market closes. Senior management will host a live webcast and conference call to review the results on Wednesday, April 30th at 5pm Eastern Time. The earnings press release, accompanying earnings presentation, and financial data tables will be accessible prior to the conference call and webcast on the Investor Relations section of the Company's website at PTC I ...