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Sep 30, 2025
Pegasystems Q3 2025 Earnings Report
Pegasystems reported strong Q3 results with solid revenue growth and a return to profitability.
Key Takeaways
Pegasystems delivered a solid Q3 2025, posting $381.4M in revenue, a return to positive GAAP net income, and robust Pega Cloud ACV growth. Operational discipline and AI-driven momentum were key drivers.
Revenue reached $381.4M, up from $325.1M a year ago.
GAAP Net Income was $43.4M, reversing a prior-year loss.
Pega Cloud ACV grew 27% YoY, driven by client demand.
Operating cash flow hit $347M, enabling $393M in share buybacks YTD.
Revenue by Segment
Forward Guidance
Pegasystems projects continued strength driven by AI adoption, operational execution, and subscription momentum.
Positive Outlook
- Strong adoption of Pega Blueprint and AI strategy
- Accelerated Pega Cloud ACV growth
- Robust operating cash flow
- Ongoing share repurchases
- Improved profitability metrics
Challenges Ahead
- No detailed FY26 guidance provided
- Dependence on large enterprise digital transformation trends
- Fluctuations in FX impact reported ACV and backlog
- Decline in maintenance revenue
- Ongoing legal fees and restructuring costs
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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