Nolan Jenevein's questions to PROGRESS SOFTWARE CORP /MA (PRGS) leadership • Q2 2025
Question
Nolan Jenevein of Oppenheimer & Co. Inc. asked for more details on the Nuclea acquisition, noting its profile differs from Progress's typical strategy of acquiring mature software companies.
Answer
CEO Yogesh Gupta explained that the Nuclea acquisition is a strategic investment in the product portfolio, similar to past investments made to adapt to major technology shifts like the internet and mobile. He positioned AI as the next significant wave and described the acquisition as a modest purchase of leading-edge agentic RAG technology. Gupta emphasized that this move will help keep Progress's products current, drive high customer retention, and bring in a strong team to integrate the technology across the portfolio.