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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.
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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.

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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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