4. 4
System Of SystemsProduct SystemSmart, Connected
Product
Smart
Product
Product
Tillers Planters
Tractors
Farm
Equipment
System
Combine
Harvesters
Weather
Data System
Irrigation
System
Seed Optimization
System
Farm Equipment
System
Farm
Management
System
Platform
Rain, humidity,
temperature
sensors
Weather
maps
Weather
forecasts
Weather data
application
Farm performance
database
Seed database
Seed optimization
application
Field sensors
Irrigation
nodes
Irrigation
application
THINGS ARE CHANGING
The changing nature of products is disrupting value chains,
forcing companies to rethink and retool nearly everything they
do internally.”
“
5. 5
NEW REALITY: DISTINCT BUT INSEPARABLE
Digital & Physical Worlds
Combined
INTERNET OF THINGS
5
6. 6
IMPLICATIONS ON TECHNOLOGY REQUIREMENTS
Digital PRODUCT CLOUD
Physical PRODUCT
COMMUNICATIONS
Identity &
Security
External
Information
Sources
Integration
with Business
Systems
Smart Product Applications
Rules/Analytics Engine
Application Platform
Product Data Database
Network Communication
Product Software
Product Hardware
7. 7
1
2
3
4
56
7
8
9
10 Which product capabilities to pursue?
Functionality: embedded in the
product vs. the cloud?
Open or closed system?
Technology development:
internal or outsource?
What data to capture?
How to manage data rights
and access?
Disintermediate distribution
or service channels?
Change the business model?
Sell data to outside parties?
Expand scope?
IMPLICATIONS FOR STRATEGY
8. 8
Smart, Connected Systems
Smart Farms, Smart Cities, etc.
Smart, Connected Products
Remote Service, Ops & Analytics
Smart, Connected Operations
Brilliant Factory/Industry 4.0
CHANGE IS EVERYWHERE
8
9. 99VALUE
NEW WAYS TO CAPTURE VALUE
Optimize
Performance
Improve Risk
Management
Reduce
Product and
Service Costs
New Revenue
Streams
OPERATIONAL
Differentiate
Offering
Quickly deliver
compelling,
differentiated
offerings that
meet or
anticipate
customer
demands
Elevate
Customer
Relationship
Make offerings
smarter, easier
to update, and
more
personalized to
elevate customer
experience
STRATEGIC
Combine real-
time data from
assets,
enterprise
systems, and
people to
increase
availability and
operational
efficiency
Improve ability to
proactively identify
and mitigate
problems that
represent
financial, safety,
environmental and
regulatory
compliance risk
Implement
proactive service,
limit warranty
costs and risks,
and optimize
service and
product
development
processes
Realize new
value-add
opportunities
and revenue
streams with
incremental
services and
offerings
Substitute
Offerings
Breakthrough
new offerings
that capture
demand from
traditional
products and
services
New Business
Models
Maximize
revenue
opportunities
and value
capture from new
services or
business models
DISRUPTIVE
10. 1010
ABOUT PTC
Transforming how customers…
…smart and connected products, operations and systems
CREATE CONNECT SERVICEOPERATEANALYZE
Next-generation technology platforms and lifecycle solutions
10
12. 12
$1.26BFY 2015 TOTAL REVENUE
REVENUE BY VERTICAL
Life Sciences
5%
Industrial Products
31%
Federal, Aerospace & Defense
16%
Electronics & High Tech
18%
Automotive
14%
Retail & Consumer
7%
Other
9%
REVENUE BY REGION
Americas
42%
Europe
37%
Asia Pacific
21%
750
partners
26,000
active customers
FAST FACTS
6,000
employees
1,800
academic program
universities
15. 15
25+ YEARS OF PRODUCT SUPERIORITY
Atego
Acquired
Model-Based
Systems
Engineering
Applications
Relex Software
Acquired
Powerful Reliability
Solution
Pro/ENGINEER Wildfire
launched
First CAD system to fully support
Web services
PTC Windchill
launched
First to market with
Internet based solutions
for PLM
Computervision
Acquired
Mathsoft Acquired
Industry Standard Engineering
Calculations Solution
CoCreate Acquired
Explicit CAD, PDM & Collaboration
Software
Company
Founded
Pro/ENGINEER
launched
First to market with
parametric, associative
feature-based, solid
modeling
Synapsis Technology
Acquired
Environmental Compliance
Software
Arbortext Acquired
Leader in Dynamic Publishing
4CS Acquired
Warranty Management
Solutions
Servigistics
Acquired
Service Lifecycle
Management
solutions
Enigma Acquired
Service Information
Delivery Application
MKS Acquired
Application Lifecycle
Management
PTC Creo Launch
Scalable suite of
interoperable, open, and
easy-to-use design apps
ITEDO Acquired
Leading 2D Technical
Illustration Solution
‘85 ‘88 ‘98 ‘02 ‘05 ‘06 ‘07 ‘09‘08 ‘10 ‘11 ‘13‘12
NetIDEAS
Acquired
PLM Managed
Services
‘14
Polyplan Acquired
Technology for MPM
Aptavis Acquired
Technology for Footwear
and Apparel
ThingWorx & Axeda
Acquired
Leading Internet of
Things application
platform and secure
connectivity provider
‘15
Coldlight
Acquired
Automated,
advanced and
predictive analytics
platform
Vuforia
Acquired
Leading
Augmented
Reality
Platform
16. 1616
OUR TECHNOLOGY PLATFORM CUSTOMERS
Industrial
Electronics
& High Tech
Commercial
Equipment
Medical
Devices
Life Sciences
17. 1717
OUR ENTERPRISE APPLICATION CUSTOMERS
High Tech
Retail &
Consumer
Medical
Devices
Aerospace &
Defense
Automotive Industrial
18. 18
RECENT INDUSTRY ACCOLADES
People’s Choice Winners:
• Best Platform and Tools — ThingWorx
• Must Follow Company — ThingWorx
• Acquisition of the Year — Axeda/ThingWorx
• CEO of the Year — Jim Heppelmann
• Partner and Ecosystem Builder — PTC
People’s Choice Runner Up:
• IoT Event of the Year — LiveWorx
Editor’s Choice Award:
• Acquisition of the Year — Axeda/ThingWorx
18
Compass Intelligence Awards
• Enabling Technology of the Year – ThingWorx
• App Development / Enabling Platform of the Year –
ThingWorx
• Enabling Company of the Year - Axeda
The CAD Society
• 2015 Leadership award for work with the IOT– Jim
Heppelmann
