The earnings call highlighted a strong start to the fiscal year with significant growth in key metrics such as ACV and free cash flow. The success of Pega GenAI Blueprint and achieving a debt-free status were notable achievements. However, currency impacts and macro-economic uncertainties were areas of concern. Overall, the positive aspects and optimism for future growth outweigh the challenges, indicating a robust performance.

Company Guidance

In the first quarter of fiscal year 2025, Pegasystems reported robust financial performance and strategic progress, with notable highlights including a substantial increase in annual contract value (ACV) by $74 million, reflecting a year-over-year growth of over 13%. The company also achieved a Pega Cloud ACV growth rate of 23%, reaching $700 million, demonstrating effective cross-selling and upselling strategies. Pegasystems generated $202 million in free cash flow, a significant leap from the previous year's figures, and repurchased approximately 1.5 million shares for $120 million, further strengthening its capital allocation strategy. Additionally, the company achieved a debt-free status after fully repaying $468 million in convertible notes, marking an important milestone in its transformation journey. Despite the macroeconomic uncertainties, Pegasystems remained confident in its strategic initiatives, particularly emphasizing the transformative role of Pega GenAI Blueprint in driving digital and legacy transformations for clients worldwide.

Strong Start in 2025

Annual Contract Value (ACV) increased by $74 million, marking a 13% year-over-year growth. Pega Cloud ACV grew by 23% to $700 million, showing strong cross-selling and upselling efforts.

Record Free Cash Flow

Achieved $202 million in free cash flow in Q1, significantly surpassing the total free cash flow of $201 million for the entire year of 2023.

Pega GenAI Blueprint Success

Pega GenAI Blueprint is now influencing every single piece of business, accelerating client engagement and showcasing Pega's platform capabilities effectively.

Debt-Free Status Achieved

Fully repaid remaining convertible note balances of $468 million, achieving debt-free status as an important milestone in the company's transformation journey.

Positive Reception to Innovations

Overwhelmingly positive response to innovations like Pega GenAI Blueprint, with more than 1,000 new Blueprints created every week, more than double from months ago.

Pegasystems (PEGA) Earnings, Revenues Date & History

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PEGA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2025	2025 (Q2)	0.32 / -	0.52	―	―	―
Apr 22, 2025	2025 (Q1)	0.48 / 1.53	0.48	218.75% (+1.05)
Feb 12, 2025	2024 (Q4)	1.47 / 1.61	1.77	-9.04% (-0.16)
Oct 23, 2024	2024 (Q3)	0.35 / 0.39	0.44	-11.36% (-0.05)
Jul 24, 2024	2024 (Q2)	0.27 / 0.52	0.01	5100.00% (+0.51)
Apr 24, 2024	2024 (Q1)	0.43 / 0.48	0.23	108.70% (+0.25)
Feb 14, 2024	2023 (Q4)	0.99 / 1.77	0.82	115.85% (+0.95)
Oct 25, 2023	2023 (Q3)	<0.01 / 0.44	-0.34	229.41% (+0.78)
Jul 26, 2023	2023 (Q2)	0.03 / 0.01	-0.38	102.63% (+0.39)
Apr 26, 2023	2023 (Q1)	0.35 / 0.23	0.59	-61.02% (-0.36)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PEGA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 22, 2025	$68.76	$88.55	+28.78%
Feb 12, 2025	$106.04	$85.24	-19.62%
Oct 23, 2024	$69.68	$79.90	+14.67%
Jul 24, 2024	$61.03	$68.85	+12.81%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.