Earnings Data
Report Date
Jul 21, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.35Last Year’s EPS
0.23Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed a positive operational and financial trajectory driven by strong Pega Cloud revenue and ACV growth, robust free cash flow and clear product momentum (Blueprint, new AI tooling and awards). Management acknowledged near-term headwinds — a tough prior-year comp, timing-driven revenue variability, pressure on term/maintenance revenue as cloud mix shifts, and macro/government/geopolitical risks — but expects pipeline conversion and renewals to accelerate in the back half of 2026.Company Guidance
Pega Cloud Revenue Growth
Pega Cloud revenue increased from $151M to $205M in Q1 2026, a +35.8% year-over-year increase; trailing 12-month Pega Cloud revenue growth was ~30%.
Pega Cloud ACV Expansion
Pega Cloud ACV grew 29% year-over-year (27% in constant currency) to just over $900M — an increase of more than $200M — and now represents ~56% of total ACV, approaching the $1B mark.
Strong Free Cash Flow and Capital Return
Free cash flow was $207M in Q1 2026. The company returned >80% of FCF to shareholders in the quarter, repurchasing 3.5M shares for $167M and paying $5M in dividends; shares outstanding decreased by 1.6M since year-end.
Product and AI Momentum (Blueprint & Agentic)
Blueprint AI and new 'vibe' coding tooling launched, with early customer feedback positive. Blueprint is driving faster design-to-production examples (prototype in 15 minutes; applications live in weeks; two apps in 92 and 70 days). Agentic engineering approach expected to accelerate R&D.
Sales Pipeline & New Logo Momentum
Management reports unusually high new-logo pipeline growth driven by Blueprint, with expectation that pipeline will begin converting to ACV in H2 2026; almost all new pipeline growth is connected to Blueprint-led engagements.
Industry Recognition and Customer Wins
Forrester named Pega a leader in customer service; the company received 4 AI-related innovation awards including Product of the Year; notable customer successes include Proximus, NHS Scotland, Vodafone, National Australia Bank, MetLife, Unum and Wells Fargo.
CH:PEA Earnings History
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
FAQ
When does Pegasystems (CH:PEA) report earnings?
Pegasystems (CH:PEA) is schdueled to report earning on Jul 21, 2026, After Close (Confirmed).
What is Pegasystems (CH:PEA) earnings time?
Pegasystems (CH:PEA) earnings time is at Jul 21, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Pegasystems stock?
The P/E ratio of Pegasystems is N/A.
What is CH:PEA EPS forecast?
CH:PEA EPS forecast for the fiscal quarter 2026 (Q2) is 0.35.
