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Dec 31, 2022

PTC Q1 2023 Earnings Report

PTC's Q1 2023 results showcased strong ARR and cash flow, surpassing guidance, driven by digital transformation demand and strategic acquisitions.

Key Takeaways

PTC reported strong ARR and cash flow results for Q1 2023, exceeding guidance ranges. ARR grew by 11%, with organic constant currency ARR growth at 14%. Free cash flow increased by 28% year-over-year. The company is raising its cash flow guidance and narrowing its constant currency ARR guidance range for fiscal year 2023.

ARR growth of 11% and organic constant currency ARR growth of 14% were reported.

Cash from operations was $181 million, a 31% increase year-over-year.

Free cash flow reached $172 million, up 28% year-over-year.

Fiscal year 2023 cash flow guidance was raised, and constant currency ARR guidance range was narrowed.

Total Revenue
$466M
Previous year: $458M
+1.8%
EPS
$0.99
Previous year: $0.95
+4.2%
ARR
$1.66B
Previous year: $1.5B
+11.2%
Gross Profit
$370M
Previous year: $363M
+2.1%
Cash and Equivalents
$388M
Previous year: $296M
+31.0%
Free Cash Flow
$172M
Previous year: $134M
+28.0%
Total Assets
$4.8B
Previous year: $4.42B
+8.5%

PTC

PTC

PTC Revenue by Segment

Forward Guidance

PTC raised its cash flow guidance and narrowed the ARR guidance range for FY'23, including the ServiceMax acquisition.

Positive Outlook

  • ARR at Constant Currency: $1,910 - $1,960 million
  • Cash from Operations: ~$595 million
  • Free Cash Flow: ~$575 million
  • Revenue: $2,070 - $2,150 million