Pegasystems (PEGA) reported $504.32 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 2.8%. EPS of $0.76 for the same period compares to $0.81 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $484.73 million, representing a surprise of +4.04%. The company delivered an EPS surprise of +5.56%, with the consensus EPS estimate being $0.72.
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: $272.79 million versus $269.79 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18.2% change.
- Revenue- Subscription license: $178.22 million versus $160.35 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -12.9% change.
- Revenue- Consulting: $53.31 million versus the three-analyst average estimate of $55.34 million. The reported number represents a year-over-year change of +0.9%.
- Revenue- Pega Cloud: $193.49 million versus $190.38 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +29.3% change.
- Revenue- Maintenance: $79.31 million versus $79.41 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.4% change.
- Revenue- Subscription: $451.01 million versus the three-analyst average estimate of $430.14 million. The reported number represents a year-over-year change of +3.5%.
- Gross Profit- Subscription services: $226.16 million versus $221.35 million estimated by two analysts on average.
- Gross Profit- Subscription: $406.09 million versus $389.72 million estimated by two analysts on average.
- Gross Profit- Subscription license: $179.93 million versus the two-analyst average estimate of $168.37 million.
View all Key Company Metrics for Pegasystems here>>>
Shares of Pegasystems have returned -28.2% over the past month versus the Zacks S&P 500 composite's no 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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