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Pros (PRO) investor relations material

Pros Oppenheimer 28th Annual Technology, Internet & Communications Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Oppenheimer 28th Annual Technology, Internet & Communications Conference summary12 Aug, 2025

Company overview and leadership insights

  • SaaS provider specializing in revenue management and pricing optimization, with deep AI and machine learning expertise since 1985.

  • Recent leadership change with a new CEO focused on leveraging AI, expanding B2B awareness, and evolving company culture.

  • Strong culture and board emphasis on maintaining and evolving a high-performance environment.

Business performance and financial outlook

  • Both B2B and travel segments performed well in the first half, with improved sales cycles and win rates.

  • Raised guidance for subscription ARR and revenue, with ongoing profitability initiatives expanding EBITDA and free cash flow margins.

  • 2027 targets include 16–21% revenue growth and 19–24% free cash flow margin, with a focus on accelerating top-line growth.

Market differentiation and competitive landscape

  • Differentiates through handling complex B2B quoting and advanced price optimization, leveraging decades of airline experience.

  • Delivers high accuracy and speed, critical for customer success in both B2B and travel markets.

  • Main competitors are in-house solutions (Excel), Pricefx, ServiceNow, Salesforce (CPQ), and, in travel, Amadeus and Sabre.

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Q3 202528 Oct, 2025
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Leroy DaleyApp Store
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.
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Eferix Drawings Google Play
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Frequently asked questions

Pros Holdings Inc provides AI-powered software solutions that optimize pricing, sales, and revenue management. The company serves industries such as travel, manufacturing, and distribution with platforms that enable dynamic pricing, quoting, and e-commerce. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.

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