Key Takeaways Pegasystems (PEGA) is set to report its second-quarter 2025 results on July 22. The Zacks Consensus Estimate for second-quarter revenues is currently pegged at $368.77 million, indicating 5.02% year-over-year growth. The consensus mark for earnings is currently pegged at 24 cents per share, unchanged over the past 30 days. This indicates a decline of 7.69% from the year-ago quarter's reported figure. PEGA's earnings beat the Zacks Consensus Estimate in each the trailing four quarters, the aver ...

Key Takeaways PEGA's Blueprint tool is driving enterprise modernization, generating over 1,000 new Blueprints weekly. The AWS deal integrates Amazon Bedrock into PEGA tools, boosting the app lifecycle with secure GenAI models. PEGA-as-a-Service on AWS boosts revenue potential, offering faster deployment and flexible procurement.Pegasystems (PEGA) is capitalizing on the momentum of its generative AI (Gen AI) strategy, with its AI-powered, low-code tool “Pega Blueprint” emerging as a core driver of enterpri ...

Core Insights - ServiceNow's enterprise workflow automation suite is gaining traction as companies adopt digital tools to streamline operations across various departments [1][4] - The Now platform serves as a crucial driver for workflow automation and cross-functional service delivery [2] Product Development - ServiceNow's latest Core Business Suite extends the Now platform into finance and supply chain operations, automating back-office functions without replacing existing ERP systems [3][11] - The Core Business Suite workflows are powered by Now Assist, which utilizes AI for automating tasks such as document handling and issue resolution [3] Financial Performance - In Q1 2025, ServiceNow reached 508 customers generating over $5 million in Annual Contract Value (ACV), reflecting a 20% year-over-year growth [4][11] - Subscription revenues hit $3.01 billion in Q1 2025, marking a 20% year-over-year growth in constant currency, surpassing the Zacks Consensus Estimate by 0.28% [5][11] Competitive Landscape - ServiceNow faces intense competition in workflow automation from Oracle and Pegasystems, both enhancing their automation capabilities across finance and operations [6] - Oracle is leveraging its Fusion Cloud Applications to offer AI-powered tools for finance and supply chain, while Pegasystems is enhancing its Pega Platform with low-code automation and generative AI capabilities [7][8] Stock Performance and Valuation - ServiceNow's shares have declined 5.2% year to date, underperforming the broader Zacks Computer & Technology sector's return of 2.4% [9] - The forward 12-month Price/Sales ratio for ServiceNow is 14.77X, compared to the industry's 19.35X, indicating a premium valuation [13]