earnings
confidence high
sentiment positive
materiality 0.85
Pegasystems Q2 revenue $384.5M (+9% YoY); ACV up 16%; GAAP EPS $0.17 vs $0.04
PEGASYSTEMS INC
2025-Q2 EPS reported
$0.63
revenue$860,145,000
- Total revenue $384.5M (+9% YoY); Pega Cloud revenue $166.7M (+24% YoY) driven by AI strategy.
- ACV grew 16% YoY as reported (14% constant currency); Pega Cloud ACV up 28% as reported.
- GAAP net income $30.1M (EPS $0.17) vs $6.6M (EPS $0.04) a year ago; non-GAAP EPS $0.28 up 8%.
- Cash flow from operations and free cash flow both grew over 30% YoY; Pega Cloud backlog up 30%.
- CEO Alan Trefler cites Pega Blueprint AI as key driver; company focused on Rule of 40 principles.