{"filings":[{"id":1940359,"accession_number":"0001193125-26-323617","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2026-07-29T20:01:24+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q3 FY2026: constant currency ARR growth 9.1%, raises FY guidance, $525M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Constant currency ARR growth of 9.1% (ex-divested) exceeded high end of 8-9% guidance range.","Revenue $600M, down 7% YoY; GAAP EPS $1.03, non-GAAP EPS $1.58.","Operating cash flow $261M, free cash flow $249M, both above guidance ranges.","Raised FY'26 guidance for ARR, revenue, and EPS; reaffirmed cash flow guidance.","Repurchased ~$525M of shares in Q3, bringing FY'26 repurchases above target."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99225,"accession_number":"0001193125-26-208904","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"PTC beats Q2 FY2026 guidance; constant currency ARR up 8.5%; new $2B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $774M vs guidance $685-745M; GAAP EPS $4.98 vs $4.09-4.74; non-GAAP EPS $2.69 vs $1.87-2.47.","Constant currency ARR ex-divested businesses grew 8.5% YoY to $2,388M, in line with 8-8.5% guidance.","Operating cash flow $321M and free cash flow $318M, each up 14% YoY.","Board authorized $2.0B share repurchase for FY'27-FY'28; $625M repurchased in Q2; FY'26 target $1.225-1.325B."],"consensus_eps_estimate":null,"consensus_eps_actual":6.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":1460128000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115112,"accession_number":"0001193125-26-107315","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"PTC completes Kepware/ThingWorx sale to TPG for $523M, updates guidance, announces $375M ASR","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed divestiture of Kepware and ThingWorx to TPG; received $523M cash, net after-tax proceeds ~$375M.","FY'26 updated guidance: operating cash flow ~$880M, free cash flow ~$850M, revenue $2.54B–$2.805B.","Plans $375M accelerated share repurchase in Q2'26; total FY'26 buyback expected $1.125B–$1.325B.","Q2'26 GAAP EPS guidance $4.09–$4.74, Non-GAAP EPS $1.87–$2.47; revenue $685M–$745M.","Constant currency ARR growth (ex-Kepware/ThingWorx) unchanged at 7.5%–9.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115111,"accession_number":"0001193125-26-046516","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"PTC shareholders elect eight directors and approve Say-on-Pay and auditor ratification at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected; highest votes for Trac Pham (105.7M for) and James Lico (105.4M for).","Say-on-Pay advisory vote passed with 97.6M for, 8.1M against, 117K abstain.","Ratification of PwC as auditor for 2026 approved with 98.5M for, 11.8M against, 37.6K abstain.","Broker non-votes of 4.52M on director elections and Say-on-Pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115110,"accession_number":"0001193125-26-037588","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q1'26: CC ARR up 8.4%, revenue $686M (+21% YoY), non-GAAP EPS $1.92","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Constant currency ARR up 8.4% YoY; 9.0% excluding Kepware and ThingWorx.","Revenue $686M (+21% YoY), GAAP EPS $1.39, non-GAAP EPS $1.92, above guidance range.","Operating cash flow $270M, free cash flow $267M, both +13% YoY.","Q1 share repurchases $200M; FY'26 target $1.115B-$1.315B, funded partly by divestiture proceeds.","Management cites large deal volume and competitive displacements; Intelligent Product Lifecycle vision driving strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":1.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":685825000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131506,"accession_number":"0001193125-25-308126","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PTC appoints Jennifer DiRico as CFO effective Jan 1, 2026, replacing Kristian Talvitie; reaffirms FY2026 guidance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jennifer DiRico named EVP, CFO effective Jan 1, 2026; comes from Commvault and Toast finance roles.","Kristian Talvitie to depart Dec 31, 2025; separation not due to any disagreement with PTC.","DiRico receives base salary $575K, target bonus $575K, signing bonus $255K (clawback if terminated for cause or resigns before Jan 5, 2028).","Equity awards: RSUs totaling $8M (replace lost equity), performance RSUs $2.75M, vesting over 2-3 years.","PTC affirmed FY2026 and Q1 FY2026 guidance originally issued Nov 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131505,"accession_number":"0001193125-25-267120","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"PTC sells ThingWorx & Kepware to TPG affiliate for $600M cash plus up to $125M contingent","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["$600M base cash purchase price at closing, subject to working capital and other adjustments; up to $125M additional contingent consideration.","Deal includes sale of ThingWorx and Kepware businesses; closing expected by Feb 1, 2026, subject to HSR and foreign regulatory approvals.","No shareholder approval or financing condition required; outside date extends to Nov 5, 2026 if regulatory approvals pending.","PTC agrees to a three-year non-compete on specified competitive businesses and customary indemnification provisions.","Transaction is not subject to financing condition; TPG affiliate provides equity commitment letter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131504,"accession_number":"0001193125-25-266865","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q4 revenue $894M (+43% YoY), ARR growth 8.5% cc; divests Kepware and ThingWorx; FY26 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $894M (+43% YoY), non-GAAP EPS $3.47 vs $1.54; operating cash flow $104M (+6%).","Constant currency ARR growth 8.5% in Q4; full-year record cash flow with 16% growth in operating and free cash flow.","Divesting Kepware and ThingWorx to focus on CAD, PLM, ALM, SLM; guidance to be updated upon close.","FY2026 guidance: constant currency ARR growth 7%-9%, operating cash flow ~$1.03B, free cash flow ~$1B.","Increasing share repurchases; ~$200M expected in Q1'26 under $2B authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":6.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":2739226000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131503,"accession_number":"0001193125-25-237840","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC appoints James Lico to Board; former Fortive CEO also joins Governance Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Lico appointed to PTC Board of Directors effective Oct 13, 2025; also appointed to Corporate Governance Committee.","Lico was President & CEO of Fortive from July 2016 to June 2025; currently an advisor to Fortive.","Compensation: annual cash retainer $60k, equity retainer ~$250k, one-time initial grant of RSUs valued at $375k.","Committee service cash retainer of $10k, prorated for current service year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148084,"accession_number":"0000950170-25-100205","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC beats Q3 guidance; raises FY25 outlook on ARR, FCF, revenue, EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Constant currency ARR grew 9.3% YoY to $2,372M, at high end of 8.5%-9.5% guidance.","Revenue $644M (+24% YoY) beat guidance of $560-$600M; non-GAAP EPS $1.64 beat $1.05-$1.30.","Operating cash flow $244M and free cash flow $242M, both up 14% YoY and above guidance.","Raising FY25 guidance for ARR, free cash flow, revenue, EPS, and non-GAAP EPS.","CEO cites go-to-market transformation progress; share repurchases under $2B authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":3.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1845431000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166837,"accession_number":"0000950170-25-061017","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q2 FY2025 beats guidance; constant currency ARR growth 10%, updates FY2025 outlook amid macro risk","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Constant currency ARR grew 10% YoY; operating cash flow up 12%, free cash flow up 13%.","Exceeded guidance across all metrics for fiscal Q2 ended March 31, 2025.","Board authorized $2B share repurchase program; company proceeding with buybacks.","FY2025 guidance updated to proactively manage macroeconomic uncertainty (specifics not provided).","CEO Neil Barua expressed optimism but noted challenging macro environment."],"consensus_eps_estimate":1.2213,"consensus_eps_actual":2.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":1201494000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184243,"accession_number":"0000950170-25-038700","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC appoints Trac Pham to Board of Directors, effective March 17, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Trac Pham appointed to PTC Board and Audit Committee, effective March 17, 2025.","Mr. Pham previously served as Co-CEO of Sprinklr and CFO of Synopsys.","Annual cash retainer of $60K (prorated); annual equity retainer of $250K in RSUs vesting at earlier of 2026 annual meeting or March 15, 2026.","One-time initial grant of $375K in RSUs vesting in two equal installments on March 15, 2026 and 2027.","Audit Committee service adds a $15K prorated cash retainer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184242,"accession_number":"0000950170-25-019859","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"PTC shareholders elect all eight directors at Feb 12 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Directors elected with 86-95% of votes cast; Barua, Benjamin, Bernshteyn, Chaffin, Hanspal, Katz, Lacy, Lathan.","Say-on-pay proposal approved: 100,420,452 for, 6,925,471 against, 457,459 abstain.","PricewaterhouseCoopers LLP ratified as independent auditor for 2025: 100,317,323 for, 11,856,139 against.","Broker non-votes: 4,403,779 on director elections and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184241,"accession_number":"0000950170-25-014439","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q1 FY2025: ARR grows 11% constant currency, cash flow up >25%","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q1 FY2025 constant currency ARR growth of 11% YoY, in-line with guidance.","Cash flow from operations increased >25% YoY during the quarter.","Company began realignment of go-to-market organization to align with vertical industries.","Results for period ended December 31, 2024 reported on February 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":565128000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200840,"accession_number":"0000950170-24-131027","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC director Janesh Moorjani resigns from board effective Nov 29, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Janesh Moorjani resigned from PTC's board on Nov 25, 2024; effective Nov 29, 2024.","Resignation due to personal reasons related to recent change in employment.","No disagreement with company on operations, policies, or practices.","No replacement named at this time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200839,"accession_number":"0000950170-24-122235","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"PTC reports Q4/FY2024 results with low-double-digit ARR growth, >20% cash flow growth; authorizes $2B buyback","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["ARR grew low double-digits YoY; cash flow from operations grew >20% in FY2024.","Board authorized $2B share repurchase program through Sept 2027; ~$300M expected in FY2025.","Company realigning go-to-market organization to better serve customers and scale.","CEO Neil Barua highlighted differentiated strategy and customer value."],"consensus_eps_estimate":null,"consensus_eps_actual":3.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":2298472000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200838,"accession_number":"0000950170-24-113213","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-10-07T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"PTC amends credit agreement; springing maturity condition tied to $600M liquidity threshold","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment No. 1 to Credit Agreement executed Oct 1, 2024, modifying Springing Maturity Date definition.","Springing Maturity Date (Nov 16, 2024) avoided if Available Liquidity >= $600M on that date.","Available Liquidity defined as unrestricted cash, cash equivalents, readily marketable securities, and available revolving commitments.","Alternative avoidance: if 2025 Senior Notes are repaid, redeemed, or refinanced before Nov 16, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216839,"accession_number":"0000950170-24-105898","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-09-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC appoints CEO Neil Barua as President; COO Michael DiTullio to depart Sept 30","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Neil Barua, existing CEO, added President role effective Oct 1, 2024.","Michael DiTullio's tenure as President and COO concludes Sept 30, 2024.","Barua's compensatory arrangements remain unchanged from July 2023 filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216838,"accession_number":"0001193125-24-211593","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-09-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC appoints Robert Bernshteyn to Board of Directors effective Sept 9, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bernshteyn, former CEO & Chair of Coupa Software (2009-2023) and current GP at ICONIQ Capital, joins PTC board.","Appointed to Compensation & People Committee; receives annual cash retainer of $60K (pro-rated).","Annual equity retainer of RSUs valued at ~$250K (pro-rated); one-time initial grant of RSUs valued at $375K vesting in 2025 and 2026.","Committee cash retainer of $12.5K pro-rated, payable quarterly in arrears."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216837,"accession_number":"0000950170-24-088530","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC reports low double-digit ARR growth and 20%+ cash flow growth in Q3 FY2024; maintains FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q3 FY2024 ARR grew low double-digits YoY; cash flow growth exceeded 20%.","FY2024 guidance: constant currency ARR growth of 11-12%; free cash flow guidance reaffirmed.","CEO Neil Barua cited differentiated product portfolio driving customer business transformation."],"consensus_eps_estimate":null,"consensus_eps_actual":2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1671925000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216836,"accession_number":"0000950170-24-083751","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-07-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"PTC President & COO DiTullio to step down, become strategic advisor through June 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael DiTullio's last day as President/COO is Sept 30, 2024; then advisory role Oct 1, 2024 to June 30, 2025.","Advisory compensation: $412,500 salary plus RSU valued at $3.0M vesting in three equal installments from July 2025.","Upon advisory end, DiTullio gets $1.1M severance (1x base salary + target bonus), continued benefits, and equity vesting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236567,"accession_number":"0000950170-24-051256","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC updates mid-term ARR target to low double-digit growth, reaffirms cash flow targets","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["CEO Neil Barua reports consistent ARR and free cash flow growth in Q2 fiscal 2024.","Mid-term ARR growth target updated to low double-digit, consistent with 5-year track record.","Mid-term cash flow targets reaffirmed; management cites confidence in operating efficiency.","Specific Q2 financial figures (ARR, revenue, EPS) not disclosed in provided excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":1.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":1153286000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254201,"accession_number":"0000950170-24-015850","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-02-15T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"PTC appoints Neil Barua as CEO succeeding James Heppelmann; Alice Christenson named CAO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Neil Barua appointed CEO effective Feb 14, 2024, succeeding James Heppelmann as part of board's succession plan.","Alice Christenson appointed Chief Accounting Officer; she previously served as Corporate VP, Finance since Dec 2018.","Annual meeting results: all nine directors elected, say-on-pay approved (96.9M for, 8.5M against), and PwC ratified for 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254200,"accession_number":"0000950170-24-009371","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2024-01-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC reports Q1 fiscal 2024 results; press release truncated, no financial details provided","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["PTC announced Q1 FY2024 results for period ended Dec 31, 2023 via 8-K filed Jan 31, 2024.","Press release Exhibit 99.1 is incomplete; only introductory CEO/CEO-elect quotes are shown.","No specific ARR, revenue, cash flow, or EPS figures are available in the provided text.","The filing claims 'solid ARR and cash flow' but lacks supporting numbers or guidance.","Investors should seek the full press release from PTC for actual financial results."],"consensus_eps_estimate":null,"consensus_eps_actual":0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":550214000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271680,"accession_number":"0000950170-23-057416","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC reports Q4 ARR growth of 26%, FY23 operating cash flow up 40% to $611M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR growth 26% YoY; organic ARR growth 15%; organic constant currency ARR growth 13%.","ServiceMax contributed 11 points to ARR growth; constant currency ARR growth 23%.","FY23 operating cash flow $611M (+40% YoY); free cash flow $587M (+41% YoY).","Creo ARR +10%, Windchill ARR +16% on constant currency; ServiceMax ARR at $170M as guided.","Codebeamer ARR more than doubled since acquisition six quarters ago."],"consensus_eps_estimate":null,"consensus_eps_actual":2.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":2097053000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288535,"accession_number":"0001193125-23-204952","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Rockwell Automation sells 5.83M PTC shares in $820M secondary offering at $140.67/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rockwell Automation US Holdings sold 5,830,905 shares of PTC common stock via underwritten offering.","Goldman Sachs acted as sole underwriter; shares priced at $140.672 each, raising ~$820M for selling stockholder.","PTC received no proceeds from the offering; all shares sold by the existing stockholder.","Offering completed on August 3, 2023 under an effective S-3 registration statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288534,"accession_number":"0001193125-23-199982","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-08-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Blake Moret resigns from PTC board after Rockwell ownership falls below 5%","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Blake Moret resigned effective Aug. 1, 2023, triggered by Rockwell's ownership dropping below 5% of PTC shares.","Resignation follows terms of 2018 Share Purchase Agreement between PTC and Rockwell Automation.","No successor named; board will continue without Rockwell's designated seat."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288533,"accession_number":"0001193125-23-194613","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"PTC appoints Neil Barua CEO-elect, effective Feb 2024; Heppelmann becomes Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Neil Barua, formerly President of SLM Business Unit, named CEO-elect; will succeed James Heppelmann after Feb 14, 2024 annual meeting.","Barua appointed to board effective July 27, 2023; Heppelmann named Chairman, Janice Chaffin appointed Lead Independent Director.","Barua's salary increased to $800k, target bonus 150% of base; receives $5M RSU grant (3-year vest) and $11M FY24 equity award.","Barua to receive $200k after-tax relocation payment to Boston; enters executive agreement with change-in-control and severance protections."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288532,"accession_number":"0000950170-23-034716","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q3 FY23: ARR grows 25%, cash from ops up 45%, raises FY23 guidance","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["ARR growth 25% (organic 14%, ServiceMax +11%) on reported and constant currency basis.","Cash from operations $169M, up 45% YoY; free cash flow $164M, up 46% YoY.","Raising ARR and cash flow guidance for fiscal year 2023 (specific guidance not provided).","CEO highlights strong product portfolio and SaaS capabilities for manufacturing digital transformation."],"consensus_eps_estimate":null,"consensus_eps_actual":1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":1550433000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309073,"accession_number":"0000950170-23-026350","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-06-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC appoints Janesh Moorjani (Elastic CFO/COO) to Board, effective June 7, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Moorjani, 50, currently CFO and COO of Elastic N.V., joins PTC board and Audit Committee.","Annual cash retainer $60k; annual equity retainer RSUs valued at ~$250k, prorated.","One-time initial director RSU grant valued at $375k, vesting in two installments June 2024/2025.","Audit Committee cash retainer of $15k, prorated and payable quarterly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309072,"accession_number":"0000950170-23-014776","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q2 FY2023: ARR growth 23%, cash from ops $211M (+48% YoY); guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR growth of 23% (organic 11%, organic constant currency 13%); ServiceMax/Codebeamer added 13 points to constant currency growth.","Cash from operations $211M, up 48% YoY; free cash flow $207M, also up 48% YoY.","Raising ARR midpoint and cash flow guidance for full fiscal year 2023.; CEO cites strong execution and differentiation."],"consensus_eps_estimate":null,"consensus_eps_actual":1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":1008091000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327834,"accession_number":"0000950170-23-003309","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-02-21T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"PTC separates CEO/President roles; promotes DiTullio to President and COO; extends Heppelmann's agreement to 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Heppelmann remains CEO; Michael DiTullio promoted to President and COO, effective Feb 16, 2023.","Heppelmann's executive agreement extended from Sep 30, 2023 to Sep 30, 2026; no other compensation changes.","Stockholders approved increase of 6M shares under 2000 Equity Incentive Plan (to 50.3M total).","Stockholders approved increase of 2M shares under 2016 Employee Stock Purchase Plan (to 4M total).","All nine director nominees elected; say-on-pay passed with ~92% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327831,"accession_number":"0000950170-23-003220","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K/A","filed_at":"2023-02-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC appoints Amar Hanspal to Nominating and Cybersecurity Committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amar Hanspal, appointed to PTC Board effective April 2022, now added to Nominating and Cybersecurity Committees.","Board action occurred on February 16, 2023; Hanspal is independent under applicable Nasdaq rules.","This amendment to the original 8-K filed March 12, 2022 provides the previously undetermined committee assignments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327833,"accession_number":"0000950170-23-001593","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-02-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q1 FY2023 beats ARR and cash flow guidance; raises FY cash flow guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR growth 11% YoY; organic ARR growth 10%; organic constant currency ARR growth 14%.","Codebeamer acquisition added 1 point to constant currency ARR growth (total 15%).","Cash from operations $181M (+31% YoY); free cash flow $172M (+28% YoY).","Raising FY'23 cash flow guidance; narrowing constant currency ARR guidance range."],"consensus_eps_estimate":null,"consensus_eps_actual":0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":465910000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327830,"accession_number":"0000950170-23-000768","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K/A","filed_at":"2023-01-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC amends 8-K to disclose Michal Katz's appointment to Audit Committee on Jan 12, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Michal Katz appointed to PTC Board's Audit Committee effective January 12, 2023.","She is independent under Nasdaq rules and has requisite financial experience.","This amends the December 13, 2021 8-K that reported her initial board appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327832,"accession_number":"0000950170-23-000061","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2023-01-03T23:59:59+00:00","items":["1.01","1.02","2.01","2.03","9.01"],"status":"ready","headline":"PTC completes $1.485B acquisition of ServiceMax; enters new $1.75B credit facility","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of ServiceMax, Inc. on Jan 3, 2023 for total consideration of $1.485 billion, with $835M paid at closing.","Remaining $650M purchase installment due Oct 2, 2023, without interest.","Entered Fourth Amended and Restated Credit Agreement: $1.25B revolver and $500M term loan, maturing Jan 3, 2028.","Borrowed $630M under revolver and $500M under term loan to repay prior credit facility and fund acquisition.","Terminated prior $359M credit facility; new facility includes covenants: total leverage ≤4.50x, secured leverage ≤3.00x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345508,"accession_number":"0001193125-22-287299","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-11-17T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"PTC acquires ServiceMax for $1.458 billion in cash, payable in two installments","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration $1.458B: $808M at close, $650M due Oct 2, 2023, subject to adjustments.","ServiceMax expected to contribute ~$160M ARR to PTC's Q2'23 ARR.","FY'24 free cash flow target reaffirmed at $700M-$750M; FY'25 target $825M-$875M inclusive of ServiceMax.","Funded by cash on hand, existing credit, and new $500M term loan plus $1.25B revolving/term facilities.","Expected to close early Q2 FY2023, subject to HSR and other customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345507,"accession_number":"0000950170-22-021176","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q4 ARR +7% (+16% cc); FY22 free cash flow +21% to $416M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4'22 ARR $1,572M, up 7% YoY; constant currency ARR up 16% to $1,706M; organic constant currency up 15%.","Q4'22 revenue $508M, up 6% (12% cc); FY22 revenue $1,933M, up 7% (11% cc).","FY22 cash from ops $435M (+18%), free cash flow $416M (+21%), adjusted free cash flow $468M (+20%).","FY22 results exceeded guidance; FX headwinds cut ARR by $134M and FY22 free cash flow by ~$30M.","Codebeamer acquisition contributed 1 point to ARR growth; Russia ops discontinuation reduced ARR by $4M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":1933347000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361959,"accession_number":"0000950170-22-013206","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q3 FY2022: ARR up 15% organic constant currency; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR $1,544M (+9% reported); organic constant currency ARR +15% to $1,610M, above guidance.","Cash from operations $117M (+33% YoY); adjusted free cash flow $132M (+23% YoY).","Revenue $462M (+6% reported; +12% constant currency).","Non-GAAP EPS $0.97 vs $0.83; non-GAAP op margin 34% vs 31%.","Raising FY'22 constant currency ARR and cash flow guidance for the third time this year."],"consensus_eps_estimate":null,"consensus_eps_actual":1.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":1425422000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381423,"accession_number":"0001564590-22-021174","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-05-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC appoints Michael DiTullio President of Digital Thread; Troy Richardson to depart after transition","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael DiTullio assumed role of President, Digital Thread Business on May 23, 2022.","Troy Richardson, who led Digital Thread for past year, is leaving after an undetermined transition period.","Richardson eligible for cash severance and benefits under Nov 2020 Executive Agreement, subject to release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381422,"accession_number":"0001564590-22-017223","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["2.01","2.03"],"status":"ready","headline":"PTC completes $284M acquisition of Intland Software","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration approximately $284 million after closing adjustments.","Deal financed with $264 million borrowed under existing credit facility.","Acquired Intland Software GmbH and Eger Invest GmbH, both German limited liability companies.","Transaction closed on April 29, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381421,"accession_number":"0001564590-22-016065","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q2'22 ARR $1.564B (constant currency +13% YoY); raises FY'22 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Constant currency ARR of $1.564B, up 13% YoY, above guidance; includes $4M Russia reduction.","Revenue $505M (+9% YoY; +13% cc); non-GAAP operating margin 42%.","Non-GAAP EPS $1.39 vs $1.08 YoY; GAAP EPS $0.76 impacted by non-cash equity charge.","Adjusted free cash flow $158M (+22% YoY); raising FY'22 ARR and FCF guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":1.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":962948000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381420,"accession_number":"0001564590-22-014784","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-04-20T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"PTC acquires Intland Software for ~$280M cash to add Codebeamer ALM product suite","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Cash purchase price of ~$280M, adjusted for cash, net debt, and working capital.","Target develops Codebeamer ALM family, including cloud-ready integrated offering.","Acquisition expected to close in Q3 FY2022; funded via PTC credit facility.","W&I insurance policy of EUR50M covers business warranties; no recourse to sellers.","Transaction subject to customary closing conditions including change of Eger Invest fiscal year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399403,"accession_number":"0001564590-22-010453","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-03-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC appoints Amar Hanspal to board of directors effective April 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amar Hanspal, 58, former Bright Machines CEO and Autodesk co-CEO appointed to PTC board.","Hanspal led Autodesk's transition from on-premise to SaaS-based subscription model.","Annual cash retainer of $51,800 plus annual equity RSUs valued at ~$215,753.","One-time onboarding RSU grant of $375,000 vesting in two equal annual installments.","Committee assignments to be determined at a later date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399402,"accession_number":"0001564590-22-004006","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-02-07T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"PTC shareholders elect all eight director nominees and approve say-on-pay at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight directors elected with over 85M votes for each; no nominee received less than 85,850,129 votes.","Say-on-pay advisory vote passed with 94,712,032 for, 9,541,541 against, and 164,588 abstentions.","PricewaterhouseCoopers ratified as independent auditor for FY2022 with 97,053,432 for, 11,591,092 against.","Broker non-votes totaled 4,250,345 on all director and say-on-pay proposals; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399400,"accession_number":"0001564590-22-002532","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K/A","filed_at":"2022-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q1 FY2022: ARR up 16% CC to $1.51B; raises low end of FY22 ARR guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Constant currency ARR $1.507B (+16% YoY), above guidance of $1.50B; organic CC growth 11%.","Revenue $458M (+7% YoY); GAAP EPS $0.39 vs $0.20; Non-GAAP EPS $0.95 vs $0.97.","Operating cash flow $138M; adjusted free cash flow $145M, up from $121M in Q1'21.","Raising low end of FY2022 constant currency ARR guidance; stock repurchases $120M in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":457721000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399401,"accession_number":"0001564590-22-002465","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2022-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q1 FY2022 ARR up 16% cc; raises FY22 ARR guidance low end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR $1,496M (cc $1,507M), up 16% cc YoY, above guidance of $1,500M; organic cc growth 11%.","Revenue $458M (+7% YoY); GAAP EPS $0.39, non-GAAP EPS $0.95.","Operating cash flow $138M, adjusted free cash flow $145M, up from $114M and $121M in Q1'21.","Raised low end of FY'22 constant currency ARR guidance; repurchased $120M in stock during Q1.","Ended Q1 with $296M cash, $1.45B gross debt; $87M investment in Matterport."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":457721000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418399,"accession_number":"0001564590-21-060156","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2021-12-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PTC appoints Michal Katz to Board of Directors effective Feb. 8, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michal Katz appointed to PTC's board, effective February 8, 2022.","Ms. Katz is head of corporate investment banking for Americas at Mizuho Financial Group.","Prior roles include Co-Head of Global Technology Investment Banking at RBC Capital Markets.","Director compensation: $60k cash retainer + ~$250k RSUs annually; one-time onboarding grant of 1.5x annual RSUs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418398,"accession_number":"0001564590-21-053935","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["2.02","2.05","5.02","9.01"],"status":"ready","headline":"PTC Q4/FY21 revenue up 23% YoY, ARR $1.47B; restructuring charge $45-50M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR $1.47B, +16% YoY; organic ARR growth 11% (12% constant currency).","Q4 revenue $481M (+23% YoY); FY21 revenue $1.807B (+24% YoY).","Q4 non-GAAP operating margin 37% vs 32% YoY; FY21 35% vs 29%.","FY21 operating cash flow $369M (+58%), free cash flow $344M (+61%).","Restructuring charge $45-50M in Q1 FY22; Troy Richardson promoted to President, Digital Thread Solutions."],"consensus_eps_estimate":null,"consensus_eps_actual":4.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":1807159000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":16431854340.141636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":435952,"accession_number":"0001564590-21-038615","cik":857005,"company_name":"PTC INC.","ticker":"PTC","form_type":"8-K","filed_at":"2021-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PTC Q3 FY2021 ARR $1.42B (+18% YoY), Revenue $436M (+24% YoY)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR of $1.42B, up 18% YoY (15% constant currency); 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