PTC Inc.: What Is The Powerhouse That Is Driving This Company Forward? – Key Drivers
PTC delivered a positive result and managed an all-around beat in the last quarter. Global PMIs continue hovering in the range of 40s and 50s,...
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PTC Inc.: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, ESG & Other Risks (03/23)
PTC produced a mixed set of results for the first quarter of fiscal 2023. The 14% organic ARR growth was followed by the additional point of...
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PTC Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report, Key Risks (09/2022)
PTC is an emerging software company that operates in the rather competitive domains of computer-aided design (CAD), product lifecycle management...
280 Views
PTC Inc.: Initiation of Coverage – The Intland Software Acquisition & Other Drivers
This is our first report on PTC, an emerging software player in the computer-aided design (CAD), product lifecycle management (PLM), application...
350 Views
Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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