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Pegasystems (PEGA) investor relations material
Pegasystems Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025
Business transformation and product innovation
Transitioned from custom workflow automation to CRM, then to a subscription and SaaS model over 40+ years.
Entered a significant cloud journey about seven years ago, expanding use cases and supporting legacy system modernization.
Launched Pega Blueprint, leveraging GenAI to accelerate application modernization and digital transformation.
Blueprint is now used as a front-end design and sales tool, enabling scalable, configurable solutions and continuous innovation.
Strategic shift to broaden client base from hundreds to thousands, supported by partnerships and hyperscaler collaborations.
AI and market positioning
GenAI is seen as early in its adoption curve, with real enterprise value expected to emerge over the next 6–18 months.
AI is not expected to fully automate complex enterprise processes without robust platforms; real value comes from integration.
Recognized as a leader in digital process automation and AI by Forrester and Gartner, enhancing market credibility.
Analyst rankings influence large enterprise purchasing decisions, reinforcing competitive positioning.
Financial performance and outlook
Reported 14% ACV growth and over 50% year-over-year net ACV add, indicating strong forward momentum.
Cloud ACV grew in the low to mid-20% range in H1, serving as a key growth accelerant.
Free cash flow margins guided at 26%, with a long-term target of 35–40% as operating leverage increases.
Aims to become a "rule of 50" company, already surpassing the "rule of 40" metric.
Long-term free cash flow target of $700M+ by 2028, assuming 15% CAGR and stable margins.
Pega Blueprint's early market impact?
Explain the 16x valuation multiple
Detail the new go-to-market strategy
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Next Pegasystems earnings date
Q3 202522 Oct, 2025
Next Pegasystems earnings date
Q3 202522 Oct, 2025
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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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