AI brief of an SEC Form 8-K · Pegasystems (PEGA)

Pegasystems Q4 revenue rises 3%; 2025 ACV up 17%; buyback adds $1 billion

Mixed Impact 4 of 5 earnings Written later

Pegasystems reported fourth-quarter and full-year 2025 results, with Q4 revenue up 3% and annual contract value up 17% for the year. Q4 GAAP diluted EPS more than doubled, but non-GAAP diluted EPS fell 5%, and the GAAP figure includes a $175 million non-cash tax benefit. The company also extended its share repurchase program to June 30, 2027 and raised its authorization by $1 billion.

Key points

  • Q4 2025 total revenue was $504.3 million, up 3% from $490.8 million a year earlier; full-year revenue was $1.75 billion, up 17%.
  • Q4 2025 GAAP diluted EPS was $1.27 versus $0.63; non-GAAP diluted EPS was $0.76 versus $0.80, down 5%.
  • 2026 guidance: revenue of $2.0 billion, GAAP diluted EPS of $1.87, non-GAAP diluted EPS of $2.75, and free cash flow of $575 million.
  • Share repurchase program expiration extended from June 30, 2026 to June 30, 2027, with authorized repurchases increased by $1 billion.

The filing

CompanyPegasystems (PEGA)
Form8-K, current report
Filed with the SECFeb 10, 2026, 4:11 PM ET
Accession number0001013857-26-000015

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:05 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 10, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.