Core Insights - TPG has reached a definitive agreement to acquire PTC's Kepware and ThingWorx businesses, aiming to enhance their growth and leadership in industrial connectivity and IoT solutions [1][2][7] - The transaction is expected to close in the first half of 2026, pending regulatory approvals and other conditions [4] Company Focus - PTC is shifting its focus towards its Intelligent Product Lifecycle vision, concentrating resources on core offerings such as CAD, PLM, ALM, and SLM, while leveraging AI and SaaS technologies [3][7] - The sale of Kepware and ThingWorx will allow PTC to better address customer challenges by optimizing product data utilization throughout the product lifecycle [3][7] Investment and Growth Potential - TPG plans to invest in the acquired businesses through its U.S. and European private equity platform, providing additional capital and expertise to accelerate growth [2][3] - The acquisition is seen as a generational opportunity to enhance manufacturing processes by bridging operational and information technology [3][7] Business Operations - Kepware serves as a communication platform that facilitates data exchange across various industries, including manufacturing and utilities, while ThingWorx is an IoT platform that enables remote device management and data analysis [3][7] - The partnership with TPG is expected to support the scaling and evolution of these software platforms to meet the changing needs of customers [3][7]

Core Insights - Rockwell Automation has launched the EtherNet/IP In-cabinet Solution, aimed at enhancing manufacturing efficiency and connectivity [1][2] - The new solution can reduce wiring time by up to 80%, significantly speeding up production processes [1][8] Product Features - The EtherNet/IP In-cabinet Solution streamlines communication between devices, simplifying system integration and improving real-time data access [2][3] - It leverages single-pair Ethernet/IP technology to enhance operational efficiency and reduce installation time [3][4] - The solution features a plug-and-play design for easy configuration, commissioning, and maintenance, minimizing production disruptions [5][8] Benefits for Manufacturers - Early adopters, such as Volga, report assembly time reductions of over 65%, allowing for quicker wiring of starters and panel operators [4] - The compact design optimizes cabinet space, enabling more devices to be installed within the same footprint and reducing overall panel size [8] - The system enhances communication, diagnostics, and maintenance, providing significant advantages for both panel builders and end users [4][8]