NASDAQ$PTC

PTC Inc. · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

PTC's Q4 2020 earnings reflected strong bookings and revenue growth, driven by the increasing demand for digital transformation solutions.

PTC reported a strong Q4 2020 with solid bookings and revenue growth. The company's ARR reached $1.27 billion, a 14% year-over-year increase. Revenue for the quarter was $391 million, a 17% increase compared to the same period last year. The company's performance was driven by strength across its Core and Growth businesses.

  • ARR was $1.27 billion, growing 14% year-over-year, or 11% in constant currency.
  • Q4 revenue reached $391 million, a 17% increase compared to Q4 2019.
  • Operating margin was 17% in Q4 2020, while non-GAAP operating margin was 32%.
  • Free cash flow was $29 million in Q4 2020.

Headline financials

Total Revenue

$391M

Previous: $335M+16.6%
EPS (adj)

$0.78

Previous: $0.64+21.9%
ARR as reported

$1.27B

No prior period
Capital Expenditures

$4.78M

Previous: $4.83M-1.0%
Free Cash Flow

$29M

Previous: $50.4M-42.4%
Net Income

$53.4M

Previous: $9.83M+443.5%
Operating Income

$66.5M

Previous: $46.6M+42.8%
Gross Profit

$306M

Previous: $250M+22.7%
Cash & Equivalents

$335M

Previous: $270M+24.3%
Total Assets

$3.38B

Previous: $2.66B+27.0%
Stock-Based Comp

$41.5M

Previous: $14.8M+180.9%

Revenue & EPS history

PTC · Revenue · Quarterly

$391M

Q4 2020+16.6%vs Q4 2019
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

PTC · $46.4M total across 2 segments · Q4 2023

  • Professional services
    $38.1M+3.3%
  • Perpetual license
    $8.22M+4.7%

Forward guidance

PTC provided its fiscal year 2021 financial outlook, including assumptions for macroeconomic conditions, churn improvement, and ARR growth, expecting revenue between $1.55 billion and $1.60 billion.

Tailwinds

  • Macroeconomic conditions related to the COVID-19 crisis remain stable near-term with conditions improving in the second-half of FY'21.
  • Churn improves approximately 100 bps at the midpoint of guidance.
  • ARR growth includes a ~2% headwind from lower backlog for FY'21 exiting FY'20, resulting primarily from COVID-19-related bookings pressure in FY'20.
  • ARR YoY growth rates, on a constant currency basis, are expected to be approximately linear each quarter throughout FY'21.
  • Operating cash flow and free cash flow tailwinds of approximately $60 million, reflecting lower restructuring, interest-related, and acquisition-related cash expenditures.

Headwinds

  • Macroeconomic conditions related to the COVID-19 crisis remain stable near-term with conditions improving in the second-half of FY'21.
  • Churn improves approximately 100 bps at the midpoint of guidance.
  • ARR growth includes a ~2% headwind from lower backlog for FY'21 exiting FY'20, resulting primarily from COVID-19-related bookings pressure in FY'20.
  • ARR YoY growth rates, on a constant currency basis, are expected to be approximately linear each quarter throughout FY'21.
  • Revenue growth decelerates in FY'21 reflecting the impact of ASC 606 and related business policy changes that benefited revenue in FY'20.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2020

Historical avgQ4 2020

+0.5%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+2.6%

Avg return

30 days after

56%

38 / 68 earnings

Positive

+16.9%

Q2 2022

Best reaction

-19.5%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.0%+5.6%+0.2%
Q1 2026+1.7%+7.5%+7.5%
Q4 2025-8.4%-6.3%-8.7%
Q2 2025+0.9%+2.4%+8.6%
Q1 2025-9.6%-11.5%-14.3%
Q4 2024+0.0%+2.2%+5.8%
Q3 2024-0.3%-4.7%+1.5%
Q2 2024-3.9%+0.4%-0.7%
Q1 2024-2.5%-3.7%+2.0%
Q4 2023+4.2%+5.9%+13.5%
Q3 2023+0.7%+1.1%+0.4%
Q2 2023-0.7%+1.1%+5.5%
Q1 2023-1.9%-2.6%-7.4%
Q4 2022+4.4%+6.1%+7.2%
Q3 2022+13.1%+9.8%+3.0%
Q2 2022+16.9%+17.4%+21.2%
Q1 2022-4.2%+1.4%-2.7%
Q4 2021-4.3%+0.0%-10.7%
Q3 2021-7.4%-8.7%-8.1%
Q2 2021-9.7%-11.9%-9.2%
Q1 2021+6.8%+5.8%+5.7%
Q4 2020+1.9%+3.1%+28.9%
Q3 2020+4.0%+5.0%+10.8%
Q2 2020+4.3%+1.2%+15.1%
Q1 2020+7.9%+6.8%+12.4%
Q4 2019+6.1%+2.2%+14.0%
Q3 2019-19.5%-22.2%-28.1%
Q2 2019-9.9%-9.8%-15.3%
Q1 2019-7.1%-5.1%+8.4%
Q4 2018-8.5%-12.9%-7.5%
Q3 2018-1.9%-1.8%-6.7%
Q2 2018+2.2%+2.2%+1.2%
Q1 2018+7.1%+11.6%+12.2%
Q4 2017+5.9%+8.3%+7.7%
Q3 2017-6.8%-4.0%-7.8%
Q2 2017-0.5%+0.2%+3.3%
Q1 2017+6.0%+6.6%+14.6%
Q4 2016+0.2%+4.2%+9.4%
Q3 2016+2.9%+2.7%+8.3%
Q2 2016+11.5%
Q1 2016+3.5%
Q4 2015+0.1%
Q3 2015-6.4%
Q2 2015+4.4%
Q1 2015-0.9%
Q4 2014-3.1%
Q3 2014-1.7%
Q2 2014+0.6%
Q1 2014+0.7%
Q4 2013+9.0%
Q3 2013+0.7%
Q2 2013+1.4%
Q1 2013-1.1%
Q4 2012+5.1%
Q3 2012+13.5%
Q2 2012+15.1%
Q1 2012-0.1%
Q4 2011-4.9%
Q3 2011-0.9%
Q2 2011+0.0%
Q1 2010+1.2%
Q1 2011+2.0%
Q2 2010+0.2%
Q4 2010+0.2%
Q4 2008+0.2%
Q3 2009-1.4%
Q3 2010-1.4%
Q4 2009-1.4%

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