PTC

The NFTBC Digest (11 May 2026)

Earnings (OBCK, PTC), Portfolio Change & Links

May 11 • Crashkolnikov

PTC - Q1 FY26 and update on go-to-market progress

"the whole game is to build a durable, accelerating growth company"

Feb 6 • Crashkolnikov

PTC: Organising The Noise

And other musings on AI

Jan 19 • Crashkolnikov

The NFTBC Digest (14 December 2025)

News and links (BMW, BRKR, PTC, REGN)

Dec 14, 2025 • Crashkolnikov

PTC - Q4 update (FY25)

Reflections on the outlook for FY26, progress in the GTM transition and the Kepware/ThingWorx sale

Nov 7, 2025 • Crashkolnikov

PTC Inc - A Deep Dive (Part 2)

Product tour, AI strategy and financial considerations

Oct 22, 2025 • Crashkolnikov

PTC Inc - A Deep Dive (Part 1)

"Putting more wood behind the arrow" / Blessed is the man whose quiver is full of them

Sep 26, 2025 • Crashkolnikov

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