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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ken Wong | Oppenheimer | 8 questions · 0% challenging |
| Nay Naing | Berenberg | 8 questions · 0% challenging |
| Jay Vleeschhouwer | Griffin Securities | 8 questions · 13% challenging |
| Joshua Tilton | Wolfe Research | 7 questions · 14% challenging |
| Jason Celino | KeyBanc Capital Markets | 7 questions · 14% challenging |
| Blair Abernethy | Rosenblatt Securities | 6 questions · 33% challenging |
| Siti Panigrahi | Mizuho Securities | 6 questions · 0% challenging |
| Tyler Radke | Citigroup | 6 questions · 0% challenging |
| Saket Kalia | Barclays | 6 questions · 0% challenging |
| Adam Borg | Stifel | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Griffin Securities | 1 analyst | 8 questions · 13% challenging |
| Berenberg | 1 analyst | 8 questions · 0% challenging |
| Oppenheimer | 1 analyst | 8 questions · 0% challenging |
| Wolfe Research | 2 analysts | 8 questions · 13% challenging |
| KeyBanc Capital Markets | 1 analyst | 7 questions · 14% challenging |
| Mizuho Securities | 1 analyst | 6 questions · 0% challenging |
| Citigroup | 1 analyst | 6 questions · 0% challenging |
| Barclays | 1 analyst | 6 questions · 0% challenging |
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Calendar quarter Q4 2024Earnings call Feb 5, 2025
FY2025 Q1 in brief
PTC delivered constant currency ARR growth of 11% to $2.277 billion with Q1 FCF of $236 million, up 29% year-over-year.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for PTC Inc. (PTC), FY2025 Q1: 4/10. Scores: PTC Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: PTC daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
PTC delivered constant currency ARR growth of 11% to $2.277 billion with Q1 FCF of $236 million, up 29% year-over-year. ServiceMax AI and Codebeamer beta launches showed innovation progress, though the go-to-market transformation remained in early stages. Management reiterated FY2025 guidance unchanged at 9-10% ARR growth and $835-$850 million FCF, with a back-half loaded year creating execution risk.
Demand | Competitive Dynamics | Guidance Reliability | Product Launch | Revenue Growth | Macroeconomic | Cloud & AI | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 1 | 2 | 3 | |||
| 2025Q1 | 3 | 3 | 1 | 2 | 2 | 1 | 3 | |
| 2025Q2 | 5 | 3 | 4 | 1 | 3 | 1 | 1 | |
| 2025Q3 | 4 | 5 | 2 | 3 | 4 | 2 | 1 | 2 |
| 2025Q4 | 2 | 3 | 2 | 1 | 1 | 1 | ||
| 2026Q1 | 8 | 3 | 7 | 3 | 4 | 1 | 1 | |
| 2026Q2 | 7 | 6 | 3 | 5 | 4 | 1 | 5 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 4 | 3 | 5 | 4 | 2 | 8 | 7 |
| Competitive Dynamics | 4 | 3 | 3 | 5 | 3 | 3 | 6 |
| Guidance Reliability | 1 | 1 | 4 | 2 | 2 | 7 | 3 |
| Product Launch | 2 | 2 | 3 | 1 | 3 | 5 | |
| Revenue Growth | 2 | 1 | 4 | 1 | 4 | 4 | |
| Macroeconomic | 3 | 1 | 3 | 2 | 1 | 1 | |
| Cloud & AI | 3 | 1 | 1 | 1 | 5 | ||
| Margin | 1 | 2 | 1 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $627M | +14.6% | $1.04 | +173.7% | 82.0% | 31.0% | 20.2% | $90M |
| FY2025 Q1Selected | $565M | +2.7% | $0.68 | +23.6% | 80.2% | 20.4% | 14.6% | $236M |
| FY2025 Q2 | $636M | +5.5% | $1.35 | +42.1% | 83.3% | 35.1% | 25.6% | $279M |
| FY2025 Q3 | $644M | +24.2% | $1.17 | +105.3% | 82.9% | 32.6% | 21.9% | $242M |
| FY2025 Q4 | $894M | +42.7% | $2.94 | +182.7% | 86.9% | 48.5% | 38.9% | $100M |
| FY2026 Q1 | $686M | +21.4% | $1.39 | +104.4% | 82.8% | 32.2% | 24.3% | $267M |
| FY2026 Q2 | $774M | +21.7% | $4.99 | +269.6% | 83.8% | 38.2% | 76.3% | $318M |
| FY2026 Q3 | $600M | -6.8% | $1.03 | -12.0% | 83.7% | 27.7% | 19.8% | $249M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +2.71% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What PTC and other companies said about each other on FY2025 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we have been testing a beta version of generative AI features in Codebeamer with Volkswagen Group and Microsoft, which we demonstrated at Microsoft’s Ignite event in November to much fanfare.”
Microsoft is beta-testing PTC's new generative AI features in Codebeamer and hosted the public demo at its Ignite conference, signaling a validating customer relationship.
“we have been testing a beta version of generative AI features in Codebeamer with Volkswagen Group and Microsoft, which we demonstrated at Microsoft’s Ignite event in November to much fanfare.”
Volkswagen Group is beta-testing PTC's new generative AI features in Codebeamer, cited as a validating early customer for the product.
“This is something that two of your larger competitors, Dassault and Siemens, have clearly been investing in and seen new business in.”
An analyst frames Siemens as one of PTC's two larger PLM competitors that has been investing in and winning business in the manufacturing-process software area.
“This is something that two of your larger competitors, Dassault and Siemens, have clearly been investing in and seen new business in.”
An analyst frames Dassault as one of PTC's two larger PLM competitors that has been investing in and winning business in the manufacturing-process software area.
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PTC PTC Inc. | 4 | +2.7% | |
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| CHYM Chime Financial, Inc. Class A Common Stock | · | n/a | |
| CRM Salesforce, Inc. | 9 | +8.3% | |
| DDOG Datadog | 8 | +25.1% | |
| DUOL Duolingo, Inc. | 9 | +38.8% | |
| FICO Fair Isaac | 8 | +15.2% | |
| FIG Figma, Inc. | · | n/a | |
| INTU Intuit | 6 | +10.2% | |
| MSTR MicroStrategy Inc. | 4 | -3.0% | |
| NOW ServiceNow | 10 | +21.3% | |
| SHOP Shopify | 9 | +31.2% | |
| SNOW Snowflake Inc. | 9 | +28.3% | |
| SOUN SoundHound AI, Inc. | 9 | +101.5% | |
| TEAM Atlassian | 8 | +21.4% | |
| TTD The Trade Desk, Inc. | 9 | +22.3% | |
| TYL Tyler Technologies | 9 | +12.5% | |
| U Unity Software Inc. | 2 | -25.0% | |
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| WDAY Workday, Inc. | 9 | +15.8% |