Pegasystems (PEGA) Investor Update summary

Strategic vision and technology differentiation

• Emphasized a unique approach to agentic AI, integrating generative AI with robust, reliable workflows for business transformation.

• Blueprint technology leverages AI to simplify and accelerate workflow design, enabling conversational and multilingual automation.

• New partner-branded Blueprints allow major partners to embed their IP, expanding reach and insights for clients.

• Introduced a simplified pricing model, targeting a broader market beyond the Fortune 1000.

• Blueprint’s architecture supports both cloud and on-premise deployments, facilitating legacy transformation.

Market opportunity and growth drivers

• Estimated addressable market is $90B, projected to grow to $150B in the next few years, driven by cloud migration and legacy transformation.

• Cloud adoption and AI-driven legacy modernization are key trends, with Pega Cloud as the fastest-growing segment.

• Blueprint’s new capabilities enable rapid legacy system replacement, with partners like Accenture and AWS enhancing market access.

• Partnerships with AWS and Google facilitate mainframe modernization and cloud migration.

Operational transformation and sales efficiency

• GenAI and Blueprint have reduced ideation and demo preparation time by up to 90%, doubling client-facing time for solution consultants.

• Sales and implementation cycles are significantly shortened, enabling faster client onboarding and value realization.

• Blueprint enables personalized, scalable demos and solutions, expanding addressable problems and reducing barriers to entry.

• Partner enablement allows scaling to 10,000 enterprises without proportional increases in internal resources.