PEGA
Pegasystems Inc.58.38
+0.00+0%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Blueprint boosts sales speed, NRR
Q&A largely reaffirmed prepared remarks' strong growth story, spotlighting Blueprint's early impacts: faster pipeline progression, closes, and AE ramps from five months to one. NRR rose 150bps to support 15% ACV guidance, with new logos gaining traction. Legacy modernization discussions are accelerating, aligning partners like AWS on Blueprint-driven workflows over chaotic agent swarms. No walk-backs surfaced. Blueprint accelerates sales cycles. Management stayed bullish on cloud at 30%+, watching partner ecosystem scale.
Key Stats
Market Cap
9.99BP/E (TTM)
37.91Basic EPS (TTM)
1.54Dividend Yield
0%Recent Filings
8-K
Exec 2026 incentive plan approved
Pegasystems' Compensation Committee approved the 2026 Corporate Incentive Compensation Plan for executives on February 9, covering January 1 to December 31. Funding hinges on 75% financial goals and 25% strategic goals; below 70% achievement means no pool. Executives can elect 50% of target bonus as RSUs at 85% stock price, vesting in 2027 if threshold met. Payouts require active employment and solid performance.
8-K
Pega's ACV grows 17%
Pegasystems reported Q4/full-year 2025 results on February 10, 2026, with ACV up 17% to $1,608M (14% constant currency), Pega Cloud ACV surging 33%, and full-year revenue at $1,745.8M (17% growth). Cash from operations hit $505M, up 46%. Company expanded share repurchases by $1B, extending to June 30, 2027. Guidance targets 15% ACV growth.
10-K
FY2025 results
Pegasystems drove FY2025 revenue to $1.7B, up 17% y/y, with subscription revenue surging 18% on Pega Cloud's 25% leap to $696M from client expansions—yet maintenance dipped 3% amid cloud shifts. Q4 momentum shone through scaled hosting efficiencies lifting Pega Cloud margins to 79%, while consulting utilization climbed despite a late-year AI-focused restructuring hitting $13M. Free cash flow roared 45% to $491M, fueling $498M buybacks and $15M dividends; $100M revolver stands untapped. Backlog ballooned 28% to $2.1B. Derivative suits settled for $9.75M.
8-K
Consulting restructuring announced
Pegasystems committed to organizational changes on January 7, 2026, targeting its Consulting unit with role eliminations and reorganization to align with an AI-first delivery model and 2026 priorities. Employee notifications began immediately, wrapping up in Q1 2026. It expects a $13 million charge in Q4 2025 for severance and benefits. Restructuring costs hinge on execution.
8-K
Verdict overturned unanimously
Pegasystems scored a unanimous Supreme Court of Virginia win on January 8, 2026, affirming the reversal of Appian's $2 billion trade secrets verdict from 2024. The court cited trial errors—like skewed jury instructions and evidence limits—remanding for retrial. Victory cleared the overhang. Pega stays focused on client transformation.
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