)

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.
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.
Next Pegasystems earnings date

Next Pegasystems earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage