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Progress Software (PRGS) investor relations material
Progress Software Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Sep, 2025
Executive summary
Q3 2025 delivered revenue of $250 million, up 40% year-over-year, with ARR at $849 million, a 47% increase, driven by strong AI-fueled demand and successful ShareFile integration.
Non-GAAP EPS was $1.50, up 19% year-over-year and above guidance; GAAP EPS was $0.44, down 32% due to higher costs and interest expense.
Operating margin reached 40% (non-GAAP) and 18% (GAAP); net retention rate held at 100%.
ShareFile contributed $260 million to ARR and $64.6 million in quarterly revenue, with integration completed ahead of schedule.
AI innovation and product enhancements drove customer retention and expansion, supporting robust execution.
Financial highlights
Q3 2025 revenue was $250 million, exceeding guidance; ARR reached $849 million, up 47% year-over-year.
Non-GAAP operating margin was 40%; GAAP operating margin was 18%.
Adjusted free cash flow was $74 million, up 29% year-over-year; unlevered free cash flow was $89 million, up 40%.
Net income for Q3 2025 was $19.4 million, down 32% year-over-year; non-GAAP net income was $65.7 million, up 19%.
Gross margin for Q3 2025 was 81%.
Outlook and guidance
Q4 2025 revenue expected at $250–$256 million; non-GAAP EPS forecasted at $1.29–$1.35.
Full-year 2025 revenue guidance raised to $975–$981 million; non-GAAP EPS to $5.50–$5.56.
FY25 adjusted free cash flow guidance increased to $228–$242 million; unlevered free cash flow to $285–$296 million.
Operating margin for FY25 expected at 38–39% (non-GAAP) and 15% (GAAP).
Guidance assumes $65 million in share repurchases and $160 million in debt repayment for the year.
What drove the significant rise in 'Other expense, net'?
What is the strategy behind the dividend suspension?
What is the expected future impact of MOVEit expenses?
How does AI infusion impact NRR and pricing power?
How has M&A strategy evolved regarding SaaS targets?
What unexpected aspects emerged from ShareFile integration?
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Next Progress Software earnings date
Q4 202521 Jan, 2026
Next Progress Software earnings date
Q4 202521 Jan, 2026
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Frequently asked questions
Progress Software Corporation offers Progress OpenEdge, a data serving platform that provides an application development environment and run-time security; and Progress Corticon, a business rules management system to automate decision making. The company also provides Progress Rollbase, a cloud application development and delivery platform for developing applications without coding; and Progress DataDirect Connect that connects various applications with data sources. In addition, it offers Progress Control Tower, a monitoring solution for end-to-end transactions in the hybrid enterprise. Further, the company provides consulting services related to business process management, application modernization, and mobile solutions.
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