Core Insights - PTC Inc. is set to report its third-quarter fiscal 2025 results on July 30, with anticipated revenues between $560 million and $600 million and non-GAAP EPS projected between $1.05 and $1.30 [1][8] - The Zacks Consensus Estimate for revenues stands at $582.4 million, reflecting a 12.3% increase year-over-year, while the earnings consensus is $1.22 per share, indicating a 24.5% rise from the previous year [1][2] Revenue and Earnings Performance - PTC has consistently exceeded the Zacks Consensus Estimate in the last four quarters, with an average earnings surprise of 15.4% [2] - Over the past year, PTC's shares have increased by 15.4%, compared to a 23% growth in the Zacks Computer – Software industry [2] Business Drivers - The core business segments, including product lifecycle management (PLM) and computer-aided design (CAD) solutions, are expected to be significant revenue contributors for the upcoming quarter [3] - Generative AI initiatives and enhancements to the product portfolio are anticipated to positively influence performance, with advancements across PLM, ALM, SLM, and CAD [4] Financial Expectations - For the fiscal third quarter, PTC expects cash from operations to be between $234 million and $239 million, and free cash flow to range from $230 million to $235 million, factoring in approximately $4 million in cash outflows related to restructuring efforts [5][8] - The company anticipates a sequential net annualized recurring revenues (ARR) growth of $30 million to $50 million for the fiscal third quarter [5] Market Challenges - PTC has narrowed its ARR outlook for fiscal 2025 to 7-9% from a previous estimate of 9-10%, citing global trade volatility and customer caution as contributing factors [6] - Adverse foreign currency exchange rates and intense competition in the CAD market are also expected to pose challenges [9] Recent Developments - PTC announced a partnership with Nimble to upgrade its design and operations systems to PTC's cloud-based solutions [10] - The introduction of the Arena Supply Chain Intelligence offering enhances PTC's PLM and QMS solutions with AI-driven component risk monitoring [11] - PTC launched model-based definition capabilities within its Onshape platform, marking a significant advancement in cloud-native CAD solutions [12] - The release of Creo 12, the latest version of PTC's CAD software, includes numerous enhancements aimed at improving design and collaboration [13]

Core Insights - PTC has launched Creo 12, a new version of its CAD solution aimed at enhancing design efficiency and collaboration for manufacturers [1][2] - The update includes hundreds of enhancements across design, simulation, and manufacturing capabilities, promoting smarter workflows and increased productivity [1][7] Product Features - Creo 12 introduces new links to engineering material data in PTC's Windchill PLM solution, supporting sustainability by improving visibility into material choices and their environmental impacts [2] - The latest version of Creo+ is now available, offering cloud-enabled collaboration and entitlement tools [2] Demonstration and Market Engagement - PTC will showcase Creo 12 at the International Paris Air Show from June 16 to 22, 2025, highlighting its application in the aerospace sector through partnerships with companies like Hill Helicopters [3] Company Overview - PTC is a global software company based in Boston, employing over 7,000 people and serving more than 30,000 customers worldwide [4]