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Pegasystems
Pegasystems (PEGA) investor relations material
Pegasystems Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved 17% year-over-year growth in total annual contract value (ACV) to $1.61B, with Pega Cloud ACV up 33% and net new ACV up 37% year-over-year in constant currency.
Free cash flow reached $491M for FY25, up 45% year-over-year, reflecting strong operational performance.
Total revenue for 2025 increased 17% year-over-year to $1.75B.
Transitioned to a recurring subscription model, driving more predictable revenue and improved margins.
Achieved ISO 42001 certification for Pega Cloud services and AI analytics.
Financial highlights
Total ACV grew 17% year-over-year as reported, 14% in constant currency, exceeding guidance.
Pega Cloud ACV increased 33% year-over-year as reported, 28% in constant currency, to $867M.
Free cash flow rose 45% year-over-year to $491M, surpassing guidance by $51M.
Contractually committed backlog grew 28% year-over-year as reported, exceeding $2B for the first time.
Pega Cloud gross margin improved to 74% in 2025, up from 51% in 2019.
Outlook and guidance
2026 guidance: Total ACV growth of 15%, total revenue of $2B, GAAP EPS of $1.87, non-GAAP EPS of $2.75, and free cash flow of $575M.
Board authorized an additional $1B in share buyback capacity.
Pega Cloud ACV expected to grow above 30% in 2026, with revenue and ACV growth now closely aligned post-subscription transition.
Professional services revenue to represent ~10% of 2026 revenue.
Net new ACV expected to be back-end loaded in 2026 due to contract renewal seasonality.
Detail 2025 financing cash outflow drivers
Impact of subscription license revenue decline
Future GAAP net income post 2025 tax benefit?
Blueprint's quantifiable sales cycle impact?
Pega's AI predictability vs. competitors?
Blueprint's role in legacy system modernization.
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Next Pegasystems earnings date
Q1 202622 Apr, 2026
Pegasystems
Next Pegasystems earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
Pegasystems Inc develops software for customer engagement and business process automation. Its low-code application development platform helps businesses manage workflows, customer service, decisioning, and marketing. The company serves financial services, healthcare, insurance, and government sectors with cloud-based and on-premises solutions. It is headquartered in Cambridge, Massachusetts, and its shares are listed on the NASDAQ.
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