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Analyst
Yun Kim
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 1 company
PTCPTC Inc.3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
Can you just kind of expand on what type of AI products that you have available today on GA
Show response
8 AI releases in FY2025 with 14 more planned in FY2026 including first AI-native product to debut at PTC Next in Chicago in June. ServiceMax AI moving from POC to operational scale. Onshape AI seeing rapid adoption. Cloud PLM supply chain AI intelligence in operational use. Six months of additional releases through end of September.
Is that one of the key drivers behind the strength of your -- that you're seeing on deferred ARR deals and your focus on deferred ARR deals in your go-to-market
Show response
Barua described deferred ARR coming from multiple products: Codebeamer ALM displacements and expansion, Onshape taking aggressive share, Windchill as nerve center of product data foundation, Arena cloud PLM renaissance. ServiceMax past worst churn with strong pipeline. Deferred ARR starting to click across full portfolio.
Calendar 2025 Q4
Q4 is the first quarter when we can see ARR from those deferred ARR deals. What level of visibility do you have on that
Show response
Barua gave specific metrics: Q4 2026 deferred ARR is triple last year, FY2027 deferred ARR is double. Emphasized these are committed contracted dollars from customers, not tentative. DeRico confirmed the dynamics.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| PTC PTC Inc. | 3 | 0%none of 3 questions |
- PTCPTC Inc. · 3 questions0%none of 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch2
- Demand2
- Cloud & AI1
- Guidance Reliability1