PTC Inc at RBC Capital Markets Technology, Internet, Media & Telecommunications Conference Transcript

Nov 14, 2023 / 07:40PM GMT
Matthew John Swanson - RBC Capital Markets, Research Division - Associate VP

So Kristian Talvitie, PTC's CFO and then Matt down here in IR. I think there's nobody else from PTC here as far as I knew -- know. So thanks for joining us here.

I'll run through questions here. And if you have questions, let me know. I will stop here in, I don't know, 20 minutes or so, and we'll see if there's any from the audience. This is -- I'll just preface this fireside, but this is one of our favorite opportunities from a stock perspective.

I think there's multiple growth catalysts, the profitability side of it, the multiple expansion opportunity. So when I look in kind of the SMID-cap space, I'm really intrigued with PTC, and it's really driven by product. So we're going to touch on that stuff in a second here, Kristian.

Questions and Answers:

Matthew John Swanson - RBC Capital Markets, Research Division - Associate VP

But you guys came off of a Q4. And there's been a lot of -- you look at PMI and you freak out, yet your results have been very, very
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