Jul
30
Written by:
Steve Wolfe
7/30/2010 9:21 AM
In the quarter ended July 3, 2010, what PTC calls its enterprise software revenues jumped 64 percent year-to-year to $36.5 million. This classification consists mainly of PTC’s Windchill Product Lifecycle Management (PLM) software that is used by manufacturing firms primarily to store and organize CAD files and related manufacturing data. PTC’s desktop license revenues, which consist of computer-aided design (CAD) software such as Pro/Engineer and CoCreate and other programs such as MathCAD and Arbortext, rose a healthy 14 percent to $31 million.
Figure 1-Although overall revenues remain lackluster, PTC's new license revenues rose sharply from $49 million last year.
PTC’s service revenues, which consist of annual maintenance fees ($121.3 million) and low-margin consulting services ($54.2 million), were unchanged from the prior year. Consequently, PTC’s overall revenues rose a modest seven percent year-over-year.
PTC’s executives like to boast about being the “technology leader in attractive growth markets” (PLM) and claim they are gaining market share at the expense of competitors. I take these statements with a grain of salt.
Large companies rarely change brands of CAD or PLM software. The cost of converting data from one proprietary format to another and of retraining workers to use functionally similar but procedurally different software is higher than any benefits that could be derived. Mergers and acquisitions are more often the primary reason that companies switch engineering software brands. They believe that standardizing across divisions can save money and enhance their flexibility to redeploy workers and software.
PTC’s recent revenue turnaround is more likely due to the fact that manufacturing companies are enjoying a resurgence in demand for their products. This sales boost has given them the cash to upgrade their CAD and PLM systems from PTC. Dassault Systèmes had a similar sales upturn, and I’d guess Autodesk will too.
Figure 2--PTC's enterprise revenues resumed their upward trend.
Figure 3-PTC's desktop revenues continue to drift lower despite year-to-year gains in new licenses.
Figure 4-PTC's balance sheet strengthened as it paid down its line of credit.
Figure 5-Although PTC is a US company, Europe remains its most important geographic region.
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