PTC Inc.
PTC
Jodie situation report
PTC Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- Revenue increased 21.7% versus the comparable filing period.
- Cloud and support costs rose 7% in the first nine months of FY'26, pressuring gross margin on recurring revenue.
- Monitor reported year‑over‑year PLM ARR percent change; Q2'26 PLM ARR declined, attributed to the Kepware and ThingWorx divestiture.
Invalidation: The isolated read changes if PTC's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind PTC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ADSKAutodesk, Inc.competitorNov 21, 2025 ▾
“For enterprise CAD and PLM solutions, we compete with large established companies including Autodesk, Dassault Systèmes SA, and Siemens AG.”
CRMSalesforce, Inc.competitorNov 21, 2025 ▾
“For our SLM products, we compete with enterprise software companies such as Oracle, SAP, IFS AB, Microsoft, and Salesforce, and with companies that offer point solutions.”
MSFTMicrosoft CorporationcompetitorNov 21, 2025 ▾
“For our SLM products, we compete with enterprise software companies such as Oracle, SAP, IFS AB, Microsoft, and Salesforce, and with companies that offer point solutions.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PTC is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for PTC; it is not active in the latest market snapshot.