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.
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?
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 does it tie into the multi-solution
three-letter acronym type sales that you're trying to do?
And then a quick one for Kristian. Since you noted the record increase in RPO. Could you comment as well on current RPO? How that looks sequentially
Question: Tyler Radke - Citigroup Inc - Analyst
: Very good. Thank you both.
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NOVEMBER 05, 2025 / 10:00PM, PTC.OQ - Q4 2025 PTC Inc Earnings Call
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 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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