earnings
confidence high
sentiment positive
materiality 0.80
Pegasystems Q4 2025: ACV up 17%, EPS beat, $1B buyback expansion
PEGASYSTEMS INC
2025-FY EPS reported
$2.13
revenue$1,745,812,000
- ACV grew 17% YoY to $1.608B (14% constant currency); Pega Cloud ACV up 33%.
- Q4 revenue $504.3M (+3% YoY); GAAP diluted EPS $1.27 vs $0.63, non-GAAP $0.76 vs $0.80.
- Full-year 2025 revenue $1.746B (+17%); GAAP net income $393.4M vs $99.2M.
- 2026 guidance: 15% ACV growth, revenue $2.0B, non-GAAP EPS $2.75, FCF $575M.
- Share repurchase authorization increased by $1B; program extended to June 30, 2027.