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Jetstream and Orbit launched, AI integrated across workflows, and new pricing models introduced.

Q3 saw robust ARR growth, record AI deals, and raised FY26 guidance amid strong execution.

ALM market growth and transformation create major opportunities for partners in complex industries.

AI-driven product lifecycle, SaaS transition, and strategic deals fuel sustainable growth.

Q2 delivered strong ARR and cash flow growth, with raised guidance and robust AI-driven demand.

Divestiture yields $375M net proceeds, boosts 2026 Free Cash Flow, and prioritizes share buybacks.

AI-driven product lifecycle innovation and SaaS adoption are fueling growth and competitive wins.

Q1 delivered strong ARR and cash flow growth, record deferred ARR, and raised FY26 guidance.

Strategic divestitures and SaaS/AI focus aim to drive long-term growth and shareholder value.

Divestiture sharpens focus on SaaS/AI, with strong Q4 growth and robust 2026 outlook.

Windchill and Codebeamer drive growth as AI and SaaS adoption accelerate amid stable financials.

Stable performance, SaaS and AI progress, and disciplined capital returns drive outlook.

Q3 delivered robust ARR and cash flow growth, with raised guidance and strong AI-driven momentum.