Financial Data and Key Metrics Changes - Total ACV grew 17% year-over-year, as reported, and 14% in constant currency, exceeding guidance [7] - Pega Cloud ACV increased 33% year-over-year as reported, and 28% in constant currency, a significant acceleration from last year's growth [7][10] - Free cash flow rose 45% year-over-year to $491 million, surpassing guidance by $51 million [10] - Contractually committed backlog grew 28% year-over-year, now exceeding $2 billion for the first time in Pega's history [11] Business Line Data and Key Metrics Changes - Pega Cloud backlog grew 36% year-over-year, now representing 74% of total backlog [11][12] - Net new ACV increased by 37% year-over-year in constant currency, driven by strong demand for Pega's AI solutions [9] Market Data and Key Metrics Changes - The company reported a strong global sales execution, with a disciplined and scalable sales cadence worldwide [8] - The demand for Pega's differentiated AI agents integrated into enterprise workflows has increased significantly [9] Company Strategy and Development Direction - The company is focused on a cloud-first strategy and the implementation of its Blueprint experiential sales approach [8] - Pega aims to sustain a balanced capital allocation strategy, prioritizing organic growth and product innovation [10] - The company is committed to leveraging AI to enhance business processes and improve customer experiences [19][37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of ACV growth due to the strength of Pega's integration into clients' core operations [9] - The company anticipates total ACV growth of 15% and total revenue of $2 billion for 2026, marking a significant milestone [12][13] - Management highlighted the importance of transitioning from experimentation to execution in leveraging AI for business transformation [37] Other Important Information - The Supreme Court of Virginia affirmed the verdict related to a trade secret trial, eliminating a $2 billion liability [12] - The company has achieved ISO 42001 certification across its cloud services and AI solutions [10] Q&A Session Summary Question: Current deal environment and macro conditions - Management noted that the Blueprint approach reduces friction in client engagement, leading to an excitingly advanced pipeline [41] Question: Confidence in ACV guidance - Management indicated that the net retention rate is expanding while targeting new logos, contributing to confidence in achieving the 15% growth target [46] Question: Role of multi-agent systems in enterprises - Management emphasized Pega's structural advantages in orchestrating workflows across systems, allowing for reliable and predictable operations [55] Question: Impact of Blueprint on sales cycles - Early signs indicate faster pipeline build, progression, and close times due to the implementation of Blueprint [58] Question: App modernization journey with Blueprint - Management reported significant interest from clients in app modernization, with capabilities to modernize legacy systems [66] Question: Pega Cloud migration and growth - Management stated that Pega Cloud ACV is expected to grow over 30% in 2026, with consistent migration activity across the client base [70]

Blackbaud Ticker: BLKB February 10, 2026 Forward-looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements in this presentation consist of, among other things, statements regarding future operating results, all of which are based on current expectations, estimates, and forecasts, and the beliefs and assumptions of the Compa ...

these non-GAAP measures are useful to investors, as a supplement to GAAP measures, in evaluating its ongoing operational performance and trends and in comparing its financial results from period-to-period with other companies in Blackbaud's industry, many of which present similar non-GAAP financial measures to investors. However, these non-GAAP financial measures may not be completely comparable to similarly titled measures of other companies due to potential differences in the exact method of calculation b ...

以下文章来源于格隆汇交易学苑 ，作者格隆汇小编 格隆汇交易学苑 . 以基本面为基础，专注于趋势交易 作者 | 格隆汇小编 数据支持 | 勾股 大数 据（www.gogudata.com） 2025年的美股科技板块出现了一个值得深入探讨的现象：Palantir（PLTR）在连续两个季度交出超出市场预期的财报后，股价却并未延续上 涨态势，反而从高位回落超过30%。 财报显示，公司25Q4单季营收增速攀升至70%，核心的美国商业业务增速高达137%，衡量SaaS企业效率的"Rule of 40"指标更是达到了罕 见的127%。 面对"业绩加速"与"股价回调"的显著背离，本文试图通过拆解其业务基本面、商业化进程及竞争壁垒，探究这是否是市场在极度乐观后的理性 修正，抑或是主力资金进行筹码交换的"洗盘"动作。 01 市场回顾：业绩与股价的显著背离 在回顾2025年Q4财报季时，Palantir无疑是一个极具争议的案例。 从数据层面看，PLTR延续了Q3的强劲势头。 继Q3业绩超预期并引发市场对空头头寸（如Michael Burry的9.12亿美元看跌期权）的关注 后，25Q4的财报数据进一步验证了其增长逻辑 。单季营收达 ...

Customer metrics improved as well. Management said total customer count increased by 15 sequentially, which Howe called the largest quarterly increase in more than three and a half years. Million-dollar-plus subscription customers increased by eight to a record 140. Howe said the company signed several million-dollar-plus upsell deals during the quarter, including with what he described as the world’s largest e-commerce retailer, a major social media platform, and a leading quick-service restaurant, largely ...

Palantir Technologies (PLTR) just delivered what CEO Alex Karp called a “truly iconic” performance in its Q4. The stock briefly popped after the company crushed Wall Street estimates and issued 2026 guidance that feels more like science fiction than reality. But as a risk manager, you have to look past the post-earnings glow. While the rally was impressive, the stock is fighting a multi-year history of volatility and a valuation that puts it in a category of one — for better or worse. More News from Bar ...

LiveRamp (NYSE:RAMP) Q3 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsDrew Borst - VP of Investor RelationsLauren Dillard - CFOLucas Cerisola - Software Equity Research AssociateScott Howe - CEOConference Call ParticipantsAlec Brondolo - Senior Equity Research AnalystJason Kreyer - Senior Research AnalystMark Zgutowicz - Senior Research AnalystPeter Burkly - Equity Research AnalystShyam Patil - Senior Equity AnalystTimothy Nolan - Equity Research AnalystOperatorGood afternoon, ladies ...

LiveRamp (NYSE:RAMP) Q3 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsDrew Borst - VP of Investor RelationsLauren Dillard - CFOLucas Cerisola - Software Equity Research AssociateScott Howe - CEOConference Call ParticipantsAlec Brondolo - Senior Equity Research AnalystJason Kreyer - Senior Research AnalystMark Zgutowicz - Senior Research AnalystPeter Burkly - Equity Research AnalystShyam Patil - Senior Equity AnalystTimothy Nolan - Equity Research AnalystOperatorGood afternoon, ladies ...

Financial Data and Key Metrics Changes - Q3 revenue grew by 9%, reaching $212 million, with subscription revenue also increasing by 9% to $158 million [22][23] - Non-GAAP operating income rose by 36%, totaling $62 million, while GAAP operating income more than doubled to $40 million [22][26] - Annual Recurring Revenue (ARR) increased by $11 million quarter-over-quarter and 7% year-over-year [4][23] - Free cash flow reached a record $67 million, with $39 million allocated for share repurchases [26][29] Business Line Data and Key Metrics Changes - Subscription revenue growth included a fixed revenue increase of 8% and a usage revenue increase of 13% year-over-year [23] - Total customer count increased by 15, marking the largest growth in over three years, with million-dollar-plus customers rising to 140 [4][23] - Subscription net retention was stable at 101%, aligning with expectations [24] Market Data and Key Metrics Changes - Marketplace and other revenue grew by 8% to $54 million, although slightly below expectations due to timing-related dynamics [25] - Demand for data marketplace services re-accelerated in mid-November, returning to double-digit growth [25] Company Strategy and Development Direction - The company aims to achieve the "Rule of 40" by FY 2028, targeting revenue growth of 10%-15% and a non-GAAP operating margin of 25%-30% [16][17] - A shift towards a usage-based pricing model is being implemented to unlock incremental revenue growth, particularly appealing to mid-sized brands [14][19] - The company is expanding its data marketplace to include AI models and applications, positioning itself as a central hub for AI-powered marketing [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's durability and scalability, highlighting AI as a significant tailwind for future growth [3][5] - The company is focused on maintaining strong customer relationships and executing effectively, with expectations for continued revenue growth [18][31] - Management noted that AI adoption is expected to drive more data across the network, enhancing revenue without proportional cost increases [9][19] Other Important Information - The company has signed over 20 AI partners, including both startups and established firms like Google, to enhance its offerings [10][11] - The annual customer and partner conference, Ramp Up, is scheduled for March, providing an opportunity for investors to engage with the ecosystem [20] Q&A Session Summary Question: Insights on Publicis partnership - Management highlighted the readiness for expanding partnerships and the value added through their modular platform, allowing agencies to innovate on top of LiveRamp [34][36] Question: Upsell and cross-sell progress - Management reported strong sales momentum, particularly in expanding existing customer relationships through offerings like Clean Room [37][38] Question: AI partnerships and prioritization - Management emphasized a client-led approach to innovation, prioritizing partnerships based on client feedback and market dynamics [42][44] Question: Growth in commerce media networks - Management noted rapid growth in non-retail commerce networks, particularly in travel and food delivery sectors, which are expected to drive future revenue [48][51] Question: CTV integration and performance - Management confirmed that CTV continues to be a strong growth area, with significant integration and performance improvements [52][55] Question: AI's impact on subscription business model - Management reassured that AI is seen as a tailwind, enhancing the business rather than disrupting it, with strong sales performance observed [61][68]

Byrna Technologies (NasdaqCM:BYRN) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsBryan Ganz - CEOJon Hickman - VP of Equity ResearchLori Kearns - CFOConference Call ParticipantsJeff Van Sinderen - Senior AnalystJeremy Hamblin - Senior Research AnalystMatthew Koranda - Managing Director and Senior Research AnalystOperatorGood morning. Welcome to Byrna's fiscal fourth quarter and full year 2025 earnings conference call. My name is Kevin, and I'll be your operator for today's call. Jo ...