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PTC Inc. (PTC) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
PTCPTC(US:PTC) Seeking Alphaยท2025-11-18 21:58

Core Insights - The company has recently announced divestitures, specifically regarding Kepware and ThingWorx, which have raised questions about the strategic rationale behind these decisions [1] Group 1: Divestitures - The divestitures of Kepware and ThingWorx were influenced by a shift in the direction of these businesses, which has diverged from the company's core focus [1] - There was significant effort invested in these deals in the past, indicating that the decision to divest is strategic rather than impulsive [1]