Yun Kim (Loop Capital)

Focus Areas4 topics

Product Launch2Demand2Cloud & AI1Guidance Reliability1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

PTCPTC Inc.2 quarters

2026 Q1

Can you just kind of expand on what type of AI products that you have available today on GA

Cloud & AIProduct LaunchView in transcript →

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

Product LaunchDemandView in transcript →

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

Guidance ReliabilityDemandView in transcript →