Enterprise Software
PTC
30-Second Executive Brief
Executive Assessment
PTC functions as a regional institution within Enterprise Software, backed by 0% sourcing coverage, with a stable competitive position.
- Maintains 1 mapped relationship across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as regional institution within the Enterprise Software category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Insufficient Data
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 1
- Technology Domains
- 4
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
US computer-aided design (CAD) and product lifecycle management (PLM) software company that reported Q2 fiscal 2026 revenue of $774.3 million (up 22% year-over-year), well above the $722.5 million consensus estimate, with ARR reaching $2.36 billion; full-year 2026 revenue is estimated at $2.74 billion, driven by higher-value, longer-duration PLM and CAD contracts as customers modernize legacy product-data systems to support AI adoption.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Autodesk
“This coincides with the go-to-market and product strategy emphasis the company has undertaken over the past several quarters and results in a more durable business model that positions PTC for long-term success”
SEC 8-K exhibit (0001193125-26-323617) · Jul 29, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
1 source
- StockTitan — PTC (NASDAQ: PTC) boosts Q2 2026 earnings with Kepware sale, strong ARR and $626M buybacksnews
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding PTC — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
PTC's Timeline
A sourced, dated history of PTC's key moments — founding to present.
Jan 2026 · Q2 FY2026 revenue reaches $774.3 million, beats consensus by $52 million
PTC reported Q2 fiscal 2026 revenue of $774.3 million, up 22% year-over-year and well above the $722.5 million consensus estimate, with non-GAAP EPS of $2.69 beating the $2.13 projection, and ARR reaching $2.36 billion (up 11% excluding divested units) following the sale of its Kepware IoT connectivity business.