Pegasystems Inc. (PEGA) Earnings Call Transcripts

Pegasystems Inc.'s Latest Earnings Call - June 8, 2026

In the second quarter of fiscal year 2026, Pegasystems Inc. (PEGA:US) reported a significant increase in its cloud annual contract value (ACV) growth, driven by the successful implementation of its Blueprint and Infinity Studio products. The company achieved revenue of $200 million, which was slightly above expectations, and reaffirmed its guidance for the fiscal year, projecting free cash flow to reach $700 million. Management emphasized the importance of predictable outcomes and costs in their AI-driven workflows, which they believe will enhance customer engagement and operational efficiency moving forward.

Reported metrics

Guidance from management

Management maintained its guidance for free cash flow to reach $700 million for fiscal year 2026, indicating confidence in operational efficiencies and revenue growth from new client acquisitions.

What management said

All right. Thank you, Don, and hi, everybody. Nice to see you here. My name is Carie Whalen, and I lead our solutions consulting team here in the Americas. And what my team does is sort of the technical side of our sale and we stick with the customer through that sale and implementation and then obviously expand Pega with them. So we spend a lot of time listening to our customers' challenges, what they want to work o...

So Carie, I think what we should do is we should just start calling your team for deployed engineers since that's the term that everybody -- that seem to be the term of art for what everybody wants to do. And when I hear you describe what you do, which is, you're a bunch of technical experts who spend time with our clients to really understand their business, help them envision what their business could do and then s...

What analysts pressed on

Analysts expressed concerns regarding the conversion rates of new logos in the pipeline, questioning the potential lag in translating pipeline growth into actual revenue. There is also apprehension about the speed of legacy modernization among existing clients, which could impact future growth.

Main topics on the call

• Revenue Growth and Guidance — Pegasystems reported revenue of $200 million for Q2 2026, slightly above expectations. Management reaffirmed guidance for free cash flow to reach $700 million for the fiscal year, indicating a strong outlook. They stated...
• Cloud ACV Growth — The company highlighted a 29% increase in total pipeline, with new logo pipeline up 65%. This growth is attributed to the adoption of Pega Cloud and the Blueprint tool, which allows faster engagement with potential clien...
• AI and Tokenomics Strategy — Management discussed their strategy of using AI at design time rather than runtime to minimize costs associated with token usage. They emphasized that "the context window stays small" to reduce costs and improve predicta...
• Customer Engagement and Legacy Modernization — Pegasystems is focusing on helping clients modernize legacy applications, with management noting that many clients are still hesitant to move quickly. They believe that the capabilities of Blueprint will accelerate this ...

Read the full Pegasystems Inc. transcript (June 8, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 107 Pegasystems Inc. earnings call transcripts on record, spanning February 12, 2020 to July 22, 2026. Based on this history, Pegasystems Inc. reports quarterly. The most recent call on file is dated July 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

PEGA

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Software

Calls on record

107

First call

February 12, 2020

Most recent

July 22, 2026

Reporting cadence

quarterly