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Pegasystems (PEGA) investor relations material
Pegasystems Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Annual contract value (ACV) increased 14% year-over-year to $1.56B as of September 30, 2025, with Pega Cloud ACV up 27% to $815M, reflecting strong demand for cloud and AI-powered solutions.
Total revenue for the nine months ended September 30, 2025, rose 23% year-over-year to $1.24B, with Q3 revenue up 17% to $381.4M.
Net income for the nine months was $158.9M, a turnaround from a $19.9M loss in the prior year; Q3 net income was $43.4M versus a $14.4M loss last year.
Free cash flow and operating cash flow both increased 38% year-over-year for the first nine months, reaching $338M and $347M, respectively.
8.7M shares repurchased for $393M year-to-date, with a two-for-one stock split completed in June 2025.
Financial highlights
Net ACV add for the first nine months of 2025 was $147M, a 52% increase over the same period in 2024.
Pega Cloud revenue for the trailing twelve months ended Q3 2025 was $652M, up from $559M in Q4 2024; Q3 Pega Cloud revenue was $184.5M, up 28% year-over-year.
Subscription services revenue grew 18% year-over-year in Q3, with consulting at 15% of Q3 revenue.
Gross profit margin improved to 74% for the nine months, with Pega Cloud gross margin at 78% as of September 30, 2025.
Backlog increased 19% year-over-year to $1.76B as of September 30, 2025.
Outlook and guidance
Management expects continued momentum in cloud and AI-driven solutions, with further ACV and cloud adoption growth.
Term license revenue expected to decline as cloud migration accelerates; ACV is the key metric for business momentum.
Pursuing a $150B+ market opportunity in platform and CRM by FY29, up from $90B in FY25.
Annual guidance provided at fiscal year start; no mid-year updates.
What are the long-term implications of the Maintenance ACV decline?
Future capital allocation post-note repayment?
Path to resolution for Appian litigation impact?
How does Pega's AI approach ensure predictability?
How will partner-branded Blueprints drive new logos?
How is Pega's pricing model evolving the industry?
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Next Pegasystems earnings date
Global Technology, Internet, Media & Telecommunications Conference 202518 Nov, 2025
Next Pegasystems earnings date
Global Technology, Internet, Media & Telecommunications Conference 202518 Nov, 2025
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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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