Every material Form 8-K Progress Software filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Progress Software reported fiscal third-quarter 2026 revenue of $246 million, down 2% year-over-year, while GAAP diluted earnings per share rose 25% to $0.55. The company raised its fiscal 2026 revenue and non-GAAP EPS guidance but cut its GAAP EPS guidance and expects a GAAP loss per share in the fourth quarter, and it closed its acquisition of Domo's AI and data platform business.
Q3 revenue was $246 million, down 2% year-over-year; ARR was $873 million, up 1% on a constant currency basis.
Fiscal 2026 revenue guidance was raised to $1,044 million-$1,052 million from $990 million-$1,002 million; GAAP diluted EPS guidance was cut to $1.18-$1.28 from $1.60-$1.74.
Fourth-quarter 2026 GAAP diluted loss per share is guided at $(0.41) to $(0.32); non-GAAP diluted EPS is guided at $1.24 to $1.33.
Q3 non-GAAP diluted EPS was $1.69, up 13% from $1.50; cash and cash equivalents were $113.7 million at quarter end.
Progress Software completed its purchase of substantially all assets and certain assumed liabilities of Domo's AI and data platform business on September 22, 2026, under an agreement dated July 22, 2026. Progress paid $400 million in cash, funded from cash on hand and an existing revolving credit facility. The filing does not give the deal's financial impact, which Progress says it will discuss on its third-quarter earnings call, and financial statements will follow in an amendment.
Purchase price of $400 million in cash, funded by cash on hand and an existing revolving credit facility
Domo adds a customer base of over 2,400 businesses, according to the press release
Progress will address the financial impact on its third-quarter earnings call on Wednesday, September 30, 2026, at 5:00pm ET
Pro forma and financial statements for the Transaction will be filed by amendment to this 8-K
On July 22, 2026, Progress Software agreed to acquire substantially all assets of Domo's AI and Data Platform Business for a purchase price of about $400 million, paid with cash and its existing revolving credit facility. The same day, Progress said its fiscal third-quarter revenue and non-GAAP earnings per share are expected to be within or above the high end of its June 30, 2026 guidance. Closing requires regulatory clearance and a Domo stockholder information statement, and the deal has no financing condition.
Purchase price of about $400 million, subject to adjustments for cash acquired at closing and outstanding indebtedness
Progress expects to close within its fiscal year ending November 30, 2026, subject to the Hart-Scott-Rodino waiting period and other customary conditions
Domo's business has about 2,400 customers; Domo's trailing twelve-month revenue was about $318 million as of April 2026, per the investor presentation
Progress reiterated Q3 guidance for revenue and non-GAAP EPS within or above the high end of the June 30, 2026 range; full results are due on a September 30, 2026 call
Progress Software reported fiscal second-quarter 2026 revenue of $253 million, up 7% year over year, and GAAP diluted earnings per share of $0.50, up from $0.39. The company raised its fiscal 2026 revenue guidance to $990 million to $1.002 billion and its non-GAAP EPS guidance to $6.09 to $6.21, but lowered its GAAP EPS guidance to $1.60 to $1.74.
Q2 revenue was $253 million, up 7% year over year; ARR was $868 million, up 2% on a constant currency basis.
GAAP diluted EPS was $0.50 versus $0.39 a year earlier; non-GAAP diluted EPS was $1.62 versus $1.40.
FY2026 revenue guidance rose to $990 million to $1.002 billion from $988 million to $1 billion; non-GAAP EPS guidance rose to $6.09 to $6.21 from $5.91 to $6.03.
FY2026 GAAP diluted EPS guidance fell to $1.60 to $1.74 from $1.71 to $1.87 (prior guidance dated March 30, 2026).
Progress Software reported fiscal first-quarter 2026 revenue of $248 million, up 4% from a year earlier (2% on a constant currency basis), with GAAP diluted earnings per share of $0.53 versus $0.24. The company changed its full-year 2026 outlook in mixed directions: GAAP diluted EPS guidance was lowered to $1.71 to $1.87 from $1.74 to $1.91, while non-GAAP diluted EPS guidance was raised to $5.91 to $6.03 from $5.82 to $5.96.
Q1 revenue $248 million, up 4% year over year; GAAP diluted EPS $0.53 versus $0.24; non-GAAP diluted EPS $1.60 versus $1.31
Fiscal 2026 revenue guidance $988 million to $1,000 million, with the low end raised from $986 million
Fiscal 2026 GAAP diluted EPS guidance cut to $1.71 to $1.87; non-GAAP diluted EPS guidance raised to $5.91 to $6.03
Second-quarter 2026 revenue guidance $240 million to $246 million; GAAP diluted EPS $0.35 to $0.41
Progress Software reported fiscal fourth-quarter 2025 revenue of $252.7 million, up 18% from a year earlier, and GAAP diluted earnings per share of $0.59 versus $0.03. It guided fiscal 2026 revenue to $986 million to $1,000 million and GAAP diluted EPS to $1.74 to $1.91, compared with fiscal 2025 actuals of $978 million and $1.66.
Q4 2025 revenue was $252.7 million, up 18% year-over-year; non-GAAP diluted EPS was $1.51 versus $1.33.
FY2026 guidance: revenue $986 million to $1,000 million; GAAP diluted EPS $1.74 to $1.91.
Annualized Recurring Revenue was $852 million, up 2% year-over-year on a constant currency basis.
On September 23, 2025, the board increased the share repurchase authorization by $200.0 million to $242.2 million.
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