The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Clarke Jeffries - Piper Jaffray Inc - Analyst
: Hello, thank you for taking the question. I wanted to ask how you would characterize the push versus the pull with the deal structures
this quarter. Did you feel like some of these customers were wanting to push out certainty and and maybe they wanted to make the
commitment, but they didn't know what the next 12 months might hold for them, so they wanted to commit to a ramping deal or
a longer duration agreement? Any color there would be helpful.
Thank you.
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NOVEMBER 05, 2025 / 10:00PM, PTC.OQ - Q4 2025 PTC Inc Earnings Call
Question: Matthew Hedberg - RBC Capital Markets Inc - Analyst
: Great, thanks for taking my question. Neil, it's been about a year since you put in the verticalized sales force. I'm curious, are there
any other significant go-to-market changes that you're planning for this Q1? And how might that sort of vertical focus pay additional
dividends as you get another year under your belt?
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NOVEMBER 05, 2025 / 10:00PM, PTC.OQ - Q4 2025 PTC Inc Earnings Call
Question: Tyler Radke - Citigroup Inc - Analyst
: Thank you. Good evening. Neil, you used two of my favorite words, road map execution. And it's interesting as you said that, because
for the last number of years, PTC has, I think, done well in that regard, particularly with regard to Creo and Windchill, hence the share
gain for each. So what is it from here that you mean precisely with regard to additional improvements in that execution? And how
Question: Tyler Radke - Citigroup Inc - Analyst
: Very good. Thank you both.
Question: Jay Vleeschhouwer - Griffin Securities Inc - Analyst
: Yes. Thank you for taking the question. Congrats on all the announcements here. Neil, maybe a big picture for you. I mean, clearly,
the divestiture of the IoT business, the buyback in terms of allocating a lot of capital back towards PTC, really seems to indicate you're
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NOVEMBER 05, 2025 / 10:00PM, PTC.OQ - Q4 2025 PTC Inc Earnings Call
doubling down on the core CAD and PLM aspects of the business. Like how do you think about where the growth of this business
could go over time? What are sort of the key levers you need to see for this business to get back into the double digits? Thank you.
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