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    Devin Oh

    Research Analyst at KeyBanc Capital Markets

    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

    Devin Oh's questions to PEGASYSTEMS (PEGA) leadership • Q4 2024

    Question

    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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