PTC

The NFTBC Digest (5 July 2026)

News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, PTC, REGN, WPP)

Jul 5 • Crashkolnikov

The NFTBC Digest (14 June 2026)

Portfolio Changes, News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, PTC, REGN)

Jun 14 • Crashkolnikov

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts