Notes From The Beauty Contest

Notes From The Beauty Contest

Home
Notes
Regeneron
Bruker
BMW
PTC
Merck KGaA
PRCT
WPP
Free Samples
Archive
About

PTC

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
© 2026 Crashkolnikov · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture