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Devin Oh

Research Analyst at Keybanc Capital Markets,inc /oh/

Devin Au is AVP, Associate Analyst at KeyBanc Capital Markets, specializing in technology sector coverage with a focus on software applications, notably providing research on Pegasystems. He has demonstrated a strong performance track record with a 100% published success rate and an average return of 46.8% on rated stocks. Devin began his career as a Senior Analyst with the University of Oregon Investment Group before moving to Chartwell Financial Advisory in 2018, then joined KeyBanc Capital Markets in 2019 as Senior Associate and advanced to his current role in 2022. He holds a Bachelor’s degree from the University of Oregon and maintains credentials registered with FINRA.

Devin Oh's questions to PEGASYSTEMS (PEGA) leadership

Question · Q3 2025

Devin O asked for further details on the partner-branded Blueprint solutions, specifically whether they have unlocked new use cases and their impact on sales pipeline and velocity since their launch. He also inquired about the contribution of license migrations to cloud ACV growth.

Answer

Alan Trefler, Founder and CEO of Pegasystems, explained that "Powered by Blueprint" allows partners to embed their best practices and brand the solution, enabling them to leverage their IP with Pega's AI. This strategy is expected to significantly expand Pega's reach by empowering partner staff and sellers to engage prospects with their own offerings. Ken Stillwell, COO and CFO, clarified that while migrations are crucial for moving clients to Pega Cloud, they are not the primary driver of total ACV acceleration, which stems from client expansion. He noted that migrations do contribute to the decline of term ACV and associated term revenue over time.

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Question · Q4 2024

Devin Oh asked for color on Q4 performance, specifically regarding any year-end budget flush, and inquired about trends in the U.S. federal business given the administration's focus on efficiency.

Answer

CFO Kenneth Stillwell reported that Q4 was a 'pretty normal quarter' with no unusual year-end budget flush activity. Regarding the federal sector, CEO Alan Trefler expressed confidence, and Stillwell added that Pega's solutions are well-positioned as they focus on improving constituent interactions, an area less likely to face budget cuts compared to general 'wasteful spend.'

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