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- **AI-Driven Growth**: Pega Blueprint accelerates implementations (e.g., 100-day deployments) and enables partners to create custom solutions, driving 27% YoY Pega Cloud ACV growth.
- **Financial Strength**: $338M free cash flow and $393M share buyback highlight strong cash generation and shareholder returns.
- **Cloud Dominance**: 85% of ACV growth from Pega Cloud, signaling structural shift to a scalable, predictable business model.
- **Partnership Expansion**: 'Powered by Blueprint' empowers partners to bring their IP to market, potentially unlocking new logo growth at scale.
- **Regulated Industry Edge**: Unique workflow engine ensures reliable AI orchestration, critical for banking, healthcare, and insurance sectors.


**【CEO Summary Section】**
- Pegasystems' AI strategy centers on Pega Blueprint, enabling clients to design workflows using AI at design time and execute them reliably at runtime, ensuring predictability for regulated industries.
- Notable implementations include a global food and beverage company and a large automotive client, both going live in under 100 days.
- The company is expanding its partner ecosystem with 'Powered by Blueprint,' allowing partners to embed their IP into the tool, accelerating new use cases and sales cycles.

**【CFO Financial Commentary】**
- Q3 2025 results: Pega Cloud ACV grew 27% YoY, driving 85% of total ACV growth. Free cash flow reached $338M, up 38% YoY.
- Share buyback: $393M in Q3, reflecting confidence in long-term value.
- Term license revenue decline expected due to cloud migration, but overall business momentum remains strong.

**【Q&A Key Highlights】**
- **ACV Growth Drivers**: Pega Blueprint shortens sales cycles, with one deal closing in days vs. months. Usage-based pricing models align incentives with clients.
- **Federal Impact**: Government shutdowns slow project progress, but long-term strategic initiatives continue. Pega Cloud for government is gaining traction.
- **Partnership Strategy**: Partner-branded Blueprints enable 100,000+ sellers to leverage Pega's platform, potentially unlocking new logo growth at scale.
- **AI Orchestration**: Pega's workflow engine provides reliable orchestration vs. competitors' LLM-based approaches, critical for regulated industries.


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