NASDAQ$PEGA

Pegasystems Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Pegasystems reported Q3 2025 revenue of $381.4M, net income of $43.4M, diluted EPS of $0.27.

For Q3 2025, Pegasystems reported Revenue was $381.4M, net income was $43.4M, diluted EPS was $0.27. The filing discusses operating performance, liquidity, and outlook in MD&A.

  • Revenue $381.4M for Q3 2025.
  • Net income $43.4M.
  • Diluted EPS $0.27.

Headline financials

Total Revenue

$381M

Previous: $325M+17.3%
EPS (adj)

$0.27

Previous: -$0.17+258.8%
Annual Contract Value

$1.56B

Previous: $1.36B+14.5%
Pega Cloud ACV

$815M

Previous: $641M+27.3%
Backlog

$1.76B

Previous: $1.48B+19.0%
Capital Expenditures

-$8.49M

Previous: -$4.92M-72.4%
Net Income

$43.4M

Previous: -$14.4M+401.3%
Operating Income

$14.5M

Previous: -$11.7M+224.1%
Gross Profit

$275M

Previous: $228M+20.6%

Revenue & EPS history

Pegasystems · Revenue · Quarterly

$381M

Q3 2025+17.3%vs Q3 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Pegasystems · $332M total across 4 segments · Q3 2023

  • Pega Cloud
    $118M+21.2%
  • Maintenance
    $83.5M+7.8%
  • Subscription license
    $74.3M+138.9%
  • Consulting
    $56M+0.8%

Forward guidance

The periodic filing discusses operating priorities, liquidity, and risks; formal multi-year guidance varies by issuer.

Tailwinds

  • Management outlines strategic priorities and capital allocation.
  • Segment commentary supports the investment narrative where disclosed.

Headwinds

  • Macro, rates, or input costs may affect margins.
  • One-time items can affect quarter-over-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+3.5%

Avg return

Earnings day

+3.3%

Avg return

5 days after

+2.8%

Avg return

30 days after

59%

39 / 66 earnings

Positive

+42.2%

Q4 2023

Best reaction

-28.0%

Q3 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%-6.4%-12.6%
Q4 2025-11.9%+1.9%-1.3%
Q3 2025+15.0%+16.8%-4.6%
Q2 2025+1.4%-0.2%+11.8%
Q1 2025+28.8%+32.5%+39.7%
Q4 2024-19.6%-18.9%-32.1%
Q3 2024+13.4%+13.9%+29.8%
Q2 2024+9.7%+4.9%+11.7%
Q1 2024-0.4%+2.6%+1.1%
Q4 2023+42.2%+34.1%+28.3%
Q3 2023+4.7%+7.3%+34.0%
Q2 2023-9.7%-3.3%-12.0%
Q1 2023+3.7%+6.2%+7.9%
Q4 2022+27.3%+21.7%+18.3%
Q3 2022+9.5%+11.7%+12.3%
Q2 2022-13.2%-12.8%-21.8%
Q1 2022+11.5%+6.1%-26.5%
Q4 2021-18.5%-18.4%-21.2%
Q3 2021-7.5%-6.4%-10.2%
Q2 2021-5.0%-5.2%+3.0%
Q1 2021-1.8%-4.1%-8.6%
Q4 2020-2.0%+0.4%-20.2%
Q3 2020-4.2%-8.5%+6.7%
Q2 2020+9.7%+11.9%+22.5%
Q1 2020+7.7%+4.9%+22.5%
Q4 2019+9.7%+11.1%-15.8%
Q3 2019-4.9%-3.5%+1.8%
Q2 2019+4.9%+2.0%+3.3%
Q1 2019-6.0%-5.8%-5.3%
Q4 2018+9.5%+11.4%+9.3%
Q3 2018+4.4%-3.9%-6.2%
Q2 2018+1.5%+2.3%+9.2%
Q1 2018+2.2%-3.1%-1.9%
Q4 2017+11.6%+6.7%+9.7%
Q3 2017-7.7%-7.3%-11.7%
Q2 2017-10.2%-3.0%-3.9%
Q1 2017+13.9%+24.1%+32.9%
Q4 2016+4.7%+4.1%+1.3%
Q3 2016+10.1%+8.8%+15.2%
Q2 2016-4.7%-5.1%-3.6%
Q1 2016-2.1%
Q4 2015+8.4%
Q3 2015+7.9%
Q2 2015+13.4%
Q1 2015+2.1%
Q4 2014-14.0%
Q3 2014-11.0%
Q2 2014+9.7%
Q1 2014+10.9%
Q4 2013-11.7%
Q3 2013+26.6%
Q2 2013+4.8%
Q1 2013+5.3%
Q4 2012+7.9%
Q3 2012-0.2%
Q2 2012+0.4%
Q1 2011-12.1%
Q1 2012-3.3%
Q4 2011+29.7%
Q4 2009+29.7%
Q3 2011-28.0%
Q3 2010-28.0%
Q4 2010+22.2%
Q2 2010+22.2%
Q2 2011+22.2%
Q1 2010-10.8%

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