PTC Inc (FRA:PMTA)
€ 172.9 -0.6 (-0.35%) Market Cap: 20.58 Bil Enterprise Value: 22.18 Bil PE Ratio: 76.03 PB Ratio: 7.42 GF Score: 89/100

PTC Inc at Goldman Sachs Technology & Internet Conference Transcript

Feb 12, 2019 / 09:20PM GMT
Release Date Price: €77.77 (+1.25%)
Gabriela Borges
Goldman Sachs Group Inc., Research Division - Equity Analyst

All right. Fantastic. We are going to go ahead and get started with our afternoon session.

So thank you to everyone for joining us this afternoon. I'm Gabriela Borges. I lead our security software and design software franchise at Goldman Sachs. And I'm delighted to have with me on stage the executive team from PTC. Jim Heppelmann, CEO; and Andy Miller, CFO. So thank you both for being here today.

Questions & Answers

Gabriela Borges;James E. Heppelmann
Goldman Sachs Group Inc., Research Division - Equity Analyst;PTC Inc. - President, CEO, Director & Member of National First

And I thought I'd start with a little bit of blue sky, big-picture vision question for Jim, which is if you look at the business mix today. Now it's a milestone where IoT booking is at 25% of total bookings. What do you think PTC's business looks like 5 to 10 years from now? And what's the high-level vision of what this business can look like? Kind of...

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