Core Insights - Pegasystems (PEGA) is experiencing strong growth in its cloud business, with a 30% year-over-year increase in Pega Cloud backlog, reaching approximately $1.32 billion, and total backlog at $1.84 billion, indicating a healthy revenue pipeline for future quarters [1][10] - The Annual Contract Value (ACV) has risen 16% year-over-year to $1.514 billion, while Pega Cloud ACV surged 28%, reflecting robust demand for PEGA's AI-driven solutions [2][10] - The current cloud backlog, expected to convert within the next 12 months, has grown 28% year-over-year, providing near-term revenue visibility [3][10] - The Zacks Consensus Estimate projects revenue growth of 13.71% for fiscal 2025 and 5.83% for fiscal 2026 [4] Competitive Landscape - Pegasystems faces significant competition in the cloud market from Oracle and Salesforce [5] - Oracle is expanding its cloud infrastructure and applications, enhancing its competitive position with strengths in AI-driven databases and integrated enterprise solutions [6] - Salesforce leads in cloud-based CRM, offering a fully cloud-native solution that emphasizes usability and integration, setting a high benchmark in customer engagement [7] Financial Performance - Pegasystems' shares have increased by 9.7% year-to-date, compared to a 10.8% return for the broader Zacks Computer and Technology sector and a 16.3% rise in the Computer-Software industry [8] - The company has a Value Score of D and is trading at a forward 12-month price-to-earnings ratio of 24.66X, lower than the industry's 32.73X [12] - The Zacks Consensus Estimate for PEGA's earnings is $1.98 per share for 2025, reflecting a year-over-year growth of 31.13% [15]

Core Insights - Alithya celebrates the recognition of two clients, Oklahoma State University Medical Center and McKesson, who received Oracle 2025 Customer Excellence Awards for their innovative use of Oracle Cloud Applications [1][2] - The awards highlight the importance of collaboration and innovation in leveraging Oracle's cloud solutions to improve efficiency and user experiences [2][3] Company Achievements - Oklahoma State University Medical Center was awarded for Human Resources Innovation, focusing on creating a more engaged and data-driven workforce through Oracle's HCM Cloud Advanced Scheduling product [7] - McKesson received the Excellence Award for Finance Innovation, recognizing its use of Oracle Cloud EPM to modernize financial operations and enhance business agility [7] Strategic Positioning - Alithya's role as a strategic partner is reinforced by these awards, showcasing its commitment to helping organizations navigate digital transformation through scalable solutions [3][4] - The recognition from Oracle serves as a testament to the vision and agility of Alithya's clients, emphasizing the value of high-performing teams working towards shared goals [3]