For the quarter ended September 2025, Pegasystems (PEGA) reported revenue of $381.35 million, up 17.3% over the same period last year. EPS came in at $0.30, compared to $0.19 in the year-ago quarter.
The reported revenue represents a surprise of +7.42% over the Zacks Consensus Estimate of $355 million. With the consensus EPS estimate being $0.18, the EPS surprise was +66.67%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Pegasystems performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Subscription services: $264.2 million versus the two-analyst average estimate of $257.56 million. The reported number represents a year-over-year change of +17.5%.
- Revenue- Subscription license: $60.6 million versus $43.21 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +33.4% change.
- Revenue- Subscription: $324.8 million compared to the $300.77 million average estimate based on two analysts. The reported number represents a change of +20.2% year over year.
- Revenue- Perpetual license: $0.16 million compared to the $0.36 million average estimate based on two analysts. The reported number represents a change of -65.4% year over year.
- Revenue- Maintenance: $79.65 million versus the two-analyst average estimate of $77.5 million. The reported number represents a year-over-year change of -1.3%.
- Revenue- Consulting: $56.39 million versus the two-analyst average estimate of $55.73 million. The reported number represents a year-over-year change of +3.7%.
- Revenue- Pega Cloud: $184.55 million compared to the $180.07 million average estimate based on two analysts. The reported number represents a change of +28.1% year over year.
View all Key Company Metrics for Pegasystems here>>>
Shares of Pegasystems have returned -8.7% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Pegasystems Inc. (PEGA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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