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. Information about factors that could cause actual results to differ materially fro ...

Financial Performance - ARR as reported increased by 14% year-over-year, reaching $2,416 million in Q3'25 compared to $2,126 million in Q3'24 [14] - On a constant currency basis, ARR grew by 8% to 9%, reaching $2,372 million in Q3'25 compared to $2,170 million in Q3'24 [14] - Operating cash flow increased by 14% year-over-year, reaching $244 million in Q3'25 compared to $214 million in Q3'24 [15] - Free cash flow increased by 14% year-over-year, reaching $242 million in Q3'25 compared to $212 million in Q3'24 [15] Product and Geographic Performance - PLM ARR increased by 14% as reported, reaching $1,481 million in Q3'25 compared to $1,302 million in Q3'24 [21] - CAD ARR increased by 13% as reported, reaching $934 million in Q3'25 compared to $824 million in Q3'24 [18] - Americas ARR increased by 8% as reported, reaching $1,141 million in Q3'25 compared to $1,058 million in Q3'24 [22] - Europe ARR increased by 20% as reported, reaching $921 million in Q3'25 compared to $765 million in Q3'24 [23] - APAC ARR increased by 11% as reported, reaching $354 million in Q3'25 compared to $303 million in Q3'24 [24] Capital Allocation and Guidance - The company intends to repurchase approximately $300 million of its common stock in FY'25, with $225 million already repurchased in the first three quarters [28, 38] - FY'25 free cash flow is guided to be approximately $850 million, representing approximately 16% year-over-year growth [29, 68] - FY'25 revenue is guided to be between $2,570 million and $2,630 million, representing 12% to 14% growth [29]