Progress Software (PRGS) Reliance on International Sales: What Investors Need to Know

Core Insights - Progress Software (PRGS) reported total revenue of $252.67 million for the quarter ending November 2025, reflecting a year-over-year increase of 17.5% [4] International Revenue Breakdown - Latin America contributed $5.54 million, accounting for 2.2% of total revenue, which was a decline of 11.77% compared to the expected $6.28 million [5] - Europe, Middle East, and Africa generated $72.59 million, representing 28.7% of total revenue, exceeding the consensus estimate of $69.04 million by 5.14% [6] - Asia Pacific accounted for $16.15 million, or 6.4% of total revenue, surpassing expectations by 35.13% as analysts had forecasted $11.95 million [7] Future Revenue Predictions - Analysts predict total revenue of $245.51 million for the current fiscal quarter, indicating a 3.2% increase from the prior year, with regional contributions expected to be Latin America at $5.35 million, Europe, Middle East, and Africa at $70.1 million, and Asia Pacific at $15.59 million [8] - For the entire year, total revenue is forecasted to be $989.52 million, a 1.2% improvement from the previous year, with regional contributions expected to be Latin America at $21.62 million, Europe, Middle East, and Africa at $283.27 million, and Asia Pacific at $63.02 million [9] Market Context - The reliance on international markets presents both opportunities and challenges for Progress Software, making the analysis of international revenue trends crucial for forecasting future performance [10] - Analysts monitor these trends closely, as they can significantly influence earnings forecasts and stock price movements [11]