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Revenue by Segment
Dissects revenue streams by business segment, providing insight into the company's diverse operations and identifying key growth drivers.Support & Cloud Services is the predictable, expanding ARR engine driving cash flow and valuation stability, while License revenue is highly lumpy—big one‑off contract timing creates quarter-to-quarter volatility and explains recent misses. Professional Services has trended down, reflecting a shift toward SaaS delivery that should lift margins over time. Management’s raised ARR outlook, materially higher deferred ARR and expectation to convert it in Q4 (plus aggressive buybacks) imply upside if execution and timing hold, but conversion timing and divestiture comparability are key risks.
Date | Professional Services | License | Support and Cloud Services |
|---|---|---|---|
Jun 30, 2026 | $23.35M | $205.82M | $370.88M |
Mar 31, 2026 | $23.98M | $362.73M | $387.59M |
Dec 31, 2025 | $22.91M | $269.65M | $393.26M |
Sep 30, 2025 | $24.35M | $484.08M | $385.36M |
Jun 30, 2025 | $22.59M | $251.48M | $369.87M |
Mar 31, 2025 | $28.98M | $254.40M | $352.99M |
Dec 31, 2024 | $31.41M | $172.75M | $360.96M |
Sep 30, 2024 | $34.16M | $239.45M | $352.94M |
Jun 30, 2024 | $30.03M | $149.10M | $339.50M |
Mar 31, 2024 | $32.30M | $234.32M | $336.45M |