SOURCE: Pegasystems

August 09, 2010 16:35 ET

Pegasystems Announces Twelfth Consecutive Quarter of Record Revenue

GAAP Revenue Increases 29% to $82.2 Million, Non-GAAP Revenue Increases 34% to $85.8 Million

CAMBRIDGE, MA--(Marketwire - August 9, 2010) - Pegasystems Inc. (NASDAQ: PEGA) today announced financial results for the second quarter and six months ended June 30, 2010. These results include the operations of Chordiant Software, Inc. from the April 21, 2010 acquisition date. GAAP revenue for the second quarter of 2010 increased 29% to $82.2 million compared to the second quarter of 2009, while non-GAAP revenue increased 34% to $85.8 million. GAAP net loss for the second quarter of 2010 was $8.2 million or ($0.22) per share, primarily attributable to restructuring and acquisition charges of $9.5 million for Chordiant as well as a foreign exchange loss of $2.5 million, compared to GAAP net income of $11.2 million, or $0.30 per share (diluted), for the second quarter of 2009. Non-GAAP net income was $3.8 million, or $0.10 per share (diluted), for the second quarter of 2010. Total GAAP revenue for the first six months of 2010 increased 25% to $157.3 million while non-GAAP revenue of $160.9 million increased 27%, compared to the same period last year.

Business Perspective

"During the second quarter of 2010, we had a record number of global client go-lives across industries including insurance, financial services, healthcare, government, and travel services," said Alan Trefler, Founder and CEO of Pegasystems. "We were thrilled to see many clients at our April PegaWORLD conference sharing how our Build for Change® technology is transforming the way they work and helping them succeed. In addition, a leading industry analyst firm recognized us as a market leader in CRM Customer Service Contact Centers during the quarter."

"In the first half of 2010, we executed on our plan to invest in expanding our account and geographic coverage to facilitate growth as we end 2010 and move into 2011. Another key growth strategy is adding new vertical frameworks where we anticipate our solutions can deliver rapid returns to our clients and in the second quarter we announced new offerings in life sciences and communications. Our investment in Global Alliances is showing great promise, with Accenture, Amazon, Capgemini, and IBM, participating as key sponsors at PegaWORLD 2010," concluded Mr. Trefler.

Craig Dynes, Pegasystems' CFO added "So far, 2010 has been a year of large investments, of which the acquisition of Chordiant was a primary focus. We are very much on track with the integration of operations, systems, and staff, setting the stage for product and sales strategy to drive revenue synergy in 2011."

"Additionally, we made significant investments in our sales organization, adding 89 sales reps and related sales support in the first half of 2010. We anticipate this investment, along with our investments in expanding our vertical market offerings and partner ecosystems will position us for strong growth in 2011. You should note that our guidance in February assumed a stable U.S. dollar, but currencies have been far from stable. The weakness in the Euro and the British pound resulted in a foreign exchange loss of $2.5 million, or ($0.05) per share in this quarter, and $5.6 million, or ($0.13) per share for the first half of the year. These foreign exchange losses do not impact our progress towards our strategic objectives," continued Mr. Dynes.

"Given the foreign exchange losses, and with our purchase accounting charges calculated, we are able to provide guidance for the full year ending December 31, 2010 on a GAAP and non-GAAP basis. We estimate that our total GAAP revenues will be approximately $348 million. Non-GAAP revenues are estimated to be approximately $360 million, including $12 million of revenue impacted by purchase accounting. We estimate that our GAAP diluted earnings per share will be approximately $0.30 per share. Non-GAAP diluted earnings per share is estimated to be approximately $1.02 per share, including approximately $12 million of revenue impacted by purchase accounting, pretax expense of $12.7 million for restructuring and acquisition related expenses, as well as $7.7 million of amortization expenses related to the acquisition of Chordiant, and $5.9 million of equity based compensation charges. The effective tax rate for 2010 is estimated at 33%," concluded Mr. Dynes.

Messrs. Trefler and Dynes will be hosting a conference call and live Webcast associated with this announcement at 9:00 a.m. EDT on August 10, 2010. Dial-in information is as follows: 1 (877) 638-9568 (domestic) or 1 (914) 495-8529 (international). To listen to the Webcast log onto www.pega.com at least 5 minutes prior to the event's broadcast and click on the Webcast icon in the Investor Relations section. A replay of the call will also be available on www.pega.com in the Investor Relations section Audio Archives link.

Discussion of Non-GAAP Measures

To supplement financial results presented on a GAAP basis, the Company provides non-GAAP measures included in this release, including the tables contained herein. Pegasystems' management utilizes a number of different financial measures, both GAAP and non-GAAP, in analyzing and assessing the overall performance of the business, for making operating decisions, and for forecasting and planning for future periods. The Company's annual financial plan is prepared both on a GAAP and non-GAAP basis, and the non-GAAP annual financial plan is approved by our board of directors. In addition and as a consequence of the importance of these measures in managing the business, the Company uses non-GAAP measures and results in the evaluation process to establish management's compensation.

These measures exclude certain business combination accounting entries and expenses related to our acquisition of Chordiant, as well as other significant expenses including stock-based compensation. The Company believes that these non-GAAP measures are helpful in understanding our past financial performance and our anticipated future results. These non-GAAP financial measures are not meant to be considered in isolation or as a substitute for comparable GAAP measures and should be read only in conjunction with our consolidated financial statements prepared in accordance with GAAP. A reconciliation of the Company's GAAP measures to non-GAAP measures is included in the financial information at the end of the release.

Forward-Looking Statements

Certain statements contained in this press release may be construed as "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995, including those relating to our growth, revenue, net income and net income per share, and financial guidance. The words "anticipate," "project," "expect," "plan," "intend," "believe," "estimate," "target," "forecast," "could," "preliminary," "guidance" and similar expressions, among others, identify forward-looking statements, which speak only as of the date the statement was made. These statements are based on current expectations and assumptions and involve various risks and uncertainties, which could cause the Company's actual results to differ from those expressed in such forward-looking statements. These risks and uncertainties include, among others, the Company's ability to successfully integrate the operations of Chordiant Software, Inc., variation in demand for our products and services and the difficulty in predicting the completion of product acceptance and other factors affecting the timing of our license revenue recognition, the mix of perpetual and term licenses and the level of term license renewals, our ability to develop new products and evolve existing ones, the weak global economy and the ongoing consolidation in the financial services and healthcare markets, our ability to attract and retain key personnel, reliance on key third party relationships, the potential loss of vendor specific objective evidence for our professional services, and management of the Company's growth. Further information regarding these and other factors which could cause the Company's actual results to differ materially from any forward-looking statements contained in this press release is contained in the Company's Annual Report on Form 10-K for the year ended December 31, 2009 and other recent filings with the Securities and Exchange Commission. The forward-looking statements contained in this press release represent the Company's views as of August 9, 2010. Investors are cautioned not to place undue reliance on such forward-looking statements and there are no assurances that the matters contained in such statements will be achieved. Although subsequent events may cause the Company's view to change, the Company does not undertake and specifically disclaims any obligation to publicly update or revise these forward-looking statements whether as the result of new information, future events or otherwise. The statements should therefore not be relied upon as representing the Company's view as of any date subsequent to August 9, 2010.

About Pegasystems

Pegasystems, the leader in business process management and a leading provider of CRM solutions, helps organizations enhance customer loyalty, generate new business, and improve productivity. Our patented Build for Change® technology speeds the delivery of critical business solutions by directly capturing business objectives and eliminating manual programming. Pegasystems enables clients to quickly adapt to changing business conditions in order to outperform the competition. For more information, please visit us at www.pega.com.

Pegasystems Inc.
Unaudited Condensed Consolidated Statements of Operation
In thousands, except per share amounts


                                          Three Months
                                              Ended       Six Months Ended
                                            June 30,          June 30,
                                          2010     2009     2010     2009
                                        -------  -------- -------  --------
Revenue:
  Software license                      $28,200  $ 25,651 $58,543  $ 53,687
  Maintenance                            20,388    12,171  35,474    24,119
  Professional services                  33,658    26,056  63,313    48,439
                                        -------  -------- -------  --------
  Total revenue                          82,246    63,878 157,330   126,245
                                        -------  -------- -------  --------
Cost of revenue:
  Cost of software license                1,109        31   1,140        62
  Cost of maintenance                     2,715     1,457   4,652     2,894
  Cost of professional services          27,436    20,104  51,904    39,167
                                        -------  -------- -------  --------
  Total cost of revenue (1)              31,260    21,592  57,696    42,123
                                        -------  -------- -------  --------
Gross profit                             50,986    42,286  99,634    84,122
                                        -------  -------- -------  --------
Operating expenses:
  Selling and marketing                  29,896    16,659  51,789    32,095
  Research and development               14,010     9,149  25,636    18,268
  General and administrative              6,745     4,648  11,804     9,594
  Acquisition-related                     3,395         -   4,903         -
  Restructuring costs                     6,080         -   6,080         -
                                        -------  -------- -------  --------
  Total operating expenses (1)           60,126    30,456 100,212    59,957
                                        -------  -------- -------  --------
(Loss) income from operations            (9,140)   11,830    (578)   24,165
Foreign currency transaction (loss)
 gain                                    (2,542)    2,923  (5,616)    2,111
Interest income, net                        119       881     632     1,683
Installment receivable interest income       52        75     104       150
Other income, net                             1         7     242        17
                                        -------  -------- -------  --------
(Loss) income before (benefit)
 provision for income taxes             (11,510)   15,716  (5,216)   28,126
(Benefit) provision for income taxes     (3,322)    4,475    (879)    8,243
                                        -------  -------- -------  --------
  Net (loss) income                     $(8,188) $ 11,241 $(4,337) $ 19,883
                                        =======  ======== =======  ========
Net (loss) earnings per share:
Basic                                   $ (0.22) $   0.31 $ (0.12) $   0.56
                                        =======  ======== =======  ========
Diluted                                 $ (0.22) $   0.30 $ (0.12) $   0.53
                                        =======  ======== =======  ========
Weighted-average number of common
 shares outstanding:
Basic                                    37,054    35,965  36,966    35,818
Diluted                                  37,054    37,995  36,966    37,708
Dividends per share                     $  0.03  $   0.03 $  0.06  $   0.06
                                        =======  ======== =======  ========
(1) Includes stock-based compensation
 as follows:
Cost of revenue                         $   483  $    128 $   881  $    634
Operating expenses                      $ 1,703  $    732 $ 2,751  $  1,924






                              PEGASYSTEMS INC
                     Q2 FISCAL 2010 FINANCIAL RESULTS
    RECONCILIATION OF SELECTED GAAP MEASURES TO NON-GAAP MEASURES (1)
                  ($ in thousands, except per share data)


                                  Three Months Ended June 30,
                      ----------------------------------------------------
                        2010               2010     2009            2009
                        GAAP      Adj.   Non-GAAP   GAAP     Adj.  Non-GAAP
                      --------  --------  -------  -------  -----  -------
TOTAL REVENUES (2) (3)
 (4)                  $ 82,246  $  3,593  $85,839  $63,878  $   -  $63,878
  Software license (2)  28,200     1,059   29,259   25,651      -   25,651
  Maintenance (3)       20,388     2,422   22,810   12,171      -   12,171
  Professional
   services (4)         33,658       112   33,770   26,056      -   26,056

TOTAL COST OF REVENUES
 (5) (6)              $ 31,260  $ (1,531) $29,729  $21,592  $(128) $21,464
  Amortization of
   intangible assets
   (5)                   1,079    (1,048)      31       31      -       31
  Stock-based
   compensation (6)        483      (483)       -      128   (128)       -

TOTAL OPERATING
 EXPENSES (5) (6)     $ 60,126  $(12,067) $48,059  $30,456  $(732) $29,724
  Amortization of
   intangible assets
   (5)                     894      (889)       5        5      -        5
  Stock-based
   compensation (6)      1,703    (1,703)       -      732   (732)       -
  Acquisition related    3,395    (3,395)       -        -      -        -
  Restructuring costs    6,080    (6,080)       -        -      -        -

OPERATING INCOME
 (LOSS)               $ (9,140) $ 17,191  $ 8,051  $11,830  $ 860  $12,690

OPERATING MARGIN %      -11.11%              9.38%   18.52%          19.87%

INCOME TAX EFFECTS(7) $ (3,322) $  5,208  $ 1,886  $ 4,475  $ 245  $ 4,720

NET INCOME            $ (8,188) $ 11,983  $ 3,795  $11,241  $ 615  $11,856

DILUTED EARNINGS PER
 SHARE                $  (0.22)           $  0.10  $  0.30         $  0.31

DILUTED WEIGHTED
 AVERAGE COMMON
  SHARES OUTSTANDING    37,054         -   37,054   37,995      -   37,995



                            % Increase
                            (Decrease)
                      -------------------
                        GAAP    Non-GAAP
                      -------- ----------
TOTAL REVENUES (2) (3)
 (4)                        29%        34%
  Software license (2)      10%        14%
  Maintenance (3)           68%        87%
  Professional
   services (4)             29%        30%

TOTAL COST OF REVENUES
 (5) (6)                    45%        39%
  Amortization of
   intangible assets
   (5)                     n/m          0%
  Stock-based
   compensation (6)        277%         0%

TOTAL OPERATING
 EXPENSES (5) (6)           97%        62%
  Amortization of
   intangible assets
   (5)                     n/m          0%
  Stock-based
   compensation (6)        133%         0%
  Acquisition related      100%         0%
  Restructuring costs      100%         0%

OPERATING INCOME
 (LOSS)                   -177%       -37%

OPERATING MARGIN %     (0.2963)bp (0.1049)bp

INCOME TAX EFFECTS (7)    -174%       -60%

NET INCOME                -173%       -68%

DILUTED EARNINGS PER
 SHARE                    -173%       -68%

DILUTED WEIGHTED
 AVERAGE COMMON
  SHARES OUTSTANDING        -2%        -2%

n/m - not meaningful





                              PEGASYSTEMS INC
              Q2 FISCAL 2010 YEAR TO DATE FINANCIAL RESULTS
    RECONCILIATION OF SELECTED GAAP MEASURES TO NON-GAAP MEASURES (1)
                  ($ in thousands, except per share data)                  


                                 Six Months Ended June 30,
                 ---------------------------------------------------------
                   2010                2010      2009               2009
                   GAAP      Adj.    Non-GAAP    GAAP      Adj.   Non-GAAP
                 --------  --------  --------  --------  -------  --------
TOTAL REVENUES
 (2) (3) (4)     $157,330  $  3,593  $160,923  $126,245  $     -  $126,245
  Software
   license (2)     58,543     1,059    59,602    53,687        -    53,687
  Maintenance (3)  35,474     2,422    37,896    24,119        -    24,119
  Professional
   services (4)    63,313       112    63,425    48,439        -    48,439

TOTAL COST OF
 REVENUES (5) (6)$ 57,696  $ (1,929) $ 55,767  $ 42,123  $  (634) $ 41,489
  Amortization of
   intangible
   assets (5)       1,110    (1,048)       62        61        -        61
  Stock-based
   compensation
   (6)                881      (881)        -       634     (634)        -

TOTAL OPERATING
 EXPENSES (5) (6)$100,212  $(14,623) $ 85,589  $ 59,957  $(1,924) $ 58,033
  Amortization of
   intangible
   assets (5)         899      (889)       10        10        -        10
  Stock-based
   compensation
   (6)              2,751    (2,751)        -     1,924   (1,924)        -
  Acquisition
   related          4,903    (4,903)        -         -        -         -
  Restructuring
   costs            6,080    (6,080)        -         -        -         -

OPERATING INCOME
 (LOSS)          $   (578) $ 20,145  $ 19,567  $ 24,165  $ 2,558  $ 26,723

OPERATING MARGIN
 %                      0%                 12%       19%                21%

INCOME TAX
 EFFECTS (7)     $   (879) $  5,895  $  5,016  $  8,243  $   749  $  8,992

NET INCOME       $ (4,337) $ 14,250  $  9,913  $ 19,883  $ 1,809  $ 21,692

DILUTED EARNINGS
 PER SHARE       $  (0.12)           $   0.27  $   0.53           $   0.58

DILUTED WEIGHTED
 AVERAGE COMMON
  SHARES
   OUTSTANDING     36,966         -    36,966    37,708        -    37,708



                         % Increase
                         (Decrease)
                  ---------------------
                    GAAP       Non-GAAP
                  --------     --------
TOTAL REVENUES
 (2) (3) (4)            25%          27%
  Software
   license (2)           9%          11%
  Maintenance (3)       47%          57%
  Professional
   services (4)         31%          31%

TOTAL COST OF
 REVENUES (5) (6)       37%          34%
  Amortization of
   intangible
   assets (5)          n/m            2%
  Stock-based
   compensation
   (6)                  39%           0%

TOTAL OPERATING
 EXPENSES (5) (6)       67%          47%
  Amortization of
   intangible
   assets (5)          n/m            0%
  Stock-based
   compensation
   (6)                  43%           0%
  Acquisition
   related             100%           0%
  Restructuring
   costs               100%           0%

OPERATING INCOME
 (LOSS)               -102%         -27%

OPERATING MARGIN
 %                 (0.1951) bp  (0.0901) bp

INCOME TAX
 EFFECTS (7)          -111%         -44%

NET INCOME            -122%         -54%

DILUTED EARNINGS
 PER SHARE            -123%         -53%

DILUTED WEIGHTED
 AVERAGE COMMON
  SHARES
  OUTSTANDING           -2%          -2%

n/m - not meaningful





                              PEGASYSTEMS INC
                       FOOTNOTES FOR RECONCILIATON OF
                 SELECTED GAAP MEASURES TO NON-GAAP MEASURES

(1) This presentation includes non-GAAP measures. Our non-GAAP measures are
    not meant to be considered in isolation or as a substitute for
    comparable GAAP measures, and should be read only in conjunction with
    our consolidated financial statements prepared in accordance with GAAP.
    For a detailed explanation of the adjustments made to comparable GAAP
    measures, the reasons why management uses these measures, the
    usefulness of these measures, and the material limitations on the
    usefulness of these measures, see disclosure under Discussion of
    Non-GAAP measures included earlier in this release and below.

    Our non-GAAP financial measures reflect adjustments based on the
    following items, as well as the related income tax effects:

    Revenue: Business combination rules require that we determine the fair
    value of the deferred revenue liability for contractual obligations
    assumed from Chordiant. The fair value represents an amount equal to
    the estimated costs of fulfilling the assumed contracts plus a
    reasonable profit margin. In post-acquisition reporting periods, we
    recognize revenue for the fair value of these contracts, when all the
    revenue recognition criteria are satisfied, instead of the revenue that
    would have been recognized by Chordiant as an independent company. We
    add back the affect of the deferred revenue fair value adjustment in
    non-GAAP revenue to reflect the full amount of these revenues to
    provide a more complete comparison of the revenue guidance to peer
    companies.

    Stock-based compensation expenses: We have excluded the effect of
    stock-based compensation expenses from our non-GAAP operating expenses
    and net income measures. Although stock-based compensation is a key
    incentive offered to our employees, and we believe such compensation
    contributed to the revenues earned during the periods presented and
    also believe it will contribute to the generation of future period
    revenues, we continue to evaluate our business performance excluding
    stock-based compensation expense.

    Amortization of intangible assets: We have excluded the effect of
    amortization of intangible assets acquired from Chordiant from our
    non-GAAP operating expenses and net income measures. Amortization of
    intangible assets is inconsistent in amount and frequency and is
    significantly affected by the timing and size of our acquisitions.
    Investors should note that the use of intangible assets contributed to
    our revenues earned during the periods presented and will contribute to
    our future period revenues as well. Amortization of intangible assets
    will recur in future periods.

    Acquisition related expenses and restructuring expenses: We have
    excluded the effect of acquisition related expenses and restructuring
    expenses from our non-GAAP operating expenses and net income measures.
    We incurred direct and incremental costs to effect our acquisitions and
    costs associated with the Chordiant acquisition. We have also incurred
    restructuring expenses related to the integration of the acquisition,
    which we generally would not have otherwise incurred in the periods
    presented as a part of our continuing operations. Restructuring
    expenses consist of employee severance and other exit costs. We believe
    it is useful for investors to understand the effects of these items on
    our total operating expenses.

(2) As of April 20, 2010, approximately $4.0 million, $0.6 million, $0.5
    million and $0.2 million in estimated revenues related to assumed
    software license contracts will not be recognized for the remainder of
    fiscal 2010, fiscal 2011, fiscal 2012 and fiscal 2013, respectively,
    due to business combination accounting rules.

(3) As of April 20, 2010, approximately $7.3 million, $3.0 million and
    $0.5 million in estimated revenues related to assumed software support
    contracts will not be recognized for the remainder of fiscal 2010,
    fiscal 2011 and fiscal 2012, respectively, due to business combination
    accounting rules.

(4) As of April 20, 2010, approximately $0.3 million, $0.3 million, $0.3
    million and $0.1 million in estimated revenues related to assumed
    software installation services contracts will not be recognized for the
    remainder of fiscal 2010, fiscal 2011, fiscal 2012 and fiscal 2013,
    respectively, due to business combination accounting rules.

(5) Estimated future annual amortization expense related to intangible
    assets as of June 30, 2010 is as follows:


Remainder of Fiscal 2010                                       $      5,810
Fiscal 2011                                                          11,453
Fiscal 2012                                                          11,370
Fiscal 2013                                                          11,370
Fiscal 2014                                                           9,746
Fiscal 2015                                                           8,934
Thereafter                                                           29,780
                                                               ------------
    Total intangible assets subject to amortization            $     88,463
                                                               ============


(6) Stock-based compensation is included in the following GAAP operating
    expense categories:

                          Three Months Ended         Three Months Ended
                            June 30, 2010              June 30, 2009
                      -------------------------- -------------------------
                        GAAP     Adj.   Non-GAAP   GAAP     Adj.   Non-GAAP
                      -------- -------  -------- -------  -------  --------
Cost of revenue       $    483 $  (483) $      - $   128  $  (128) $      -
Selling and marketing      657    (657)        -     (19)      19         -
Research and
 development               275    (275)        -     141     (141)        -
General and
 administrative            771    (771)        -     610     (610)        -
                      -------- -------  -------- -------  -------  --------
  Total stock-based
   compensation       $  2,186 $(2,186) $      - $   860  $  (860) $      -
                      -------- -------  -------- -------  -------  --------




                          Six Months Ended           Six Months Ended
                            June 30, 2010              June 30, 2009
                      -------------------------- --------------------------
                        GAAP     Adj.   Non-GAAP   GAAP     Adj.   Non-GAAP
                      -------- -------  -------- -------- -------  --------
Cost of revenue       $    881 $  (881) $      - $    634 $  (634) $      -
Selling and marketing    1,074  (1,074)        -      351    (351)        -
Research and
 development               513    (513)        -      389    (389)        -
General and
 administrative          1,164  (1,164)        -    1,184  (1,184)        -
                      -------- -------  -------- -------- -------  --------
  Total stock-based
   compensation       $  3,632 $(3,632) $      - $  2,558 $(2,558) $      -
                      -------- -------  -------- -------- -------  --------


(7) Income tax effects were calculated using an effective GAAP tax rate of
    28.9% and 28.5% in the second quarter of 2010 and 2009, respectively,
    and an effective non-GAAP tax rate of 33.2% and 28.5% in the second
    quarter of 2010 and 2009, respectively. The difference between our GAAP
    and non-GAAP tax rates in the second quarter of 2010 was due to the
    differences in allowable acquisition-related deductions for income tax
    purposes.

    Income tax effects were calculated using an effective GAAP tax rate of
    16.9% and 29.3% in the first six months of 2010 and 2009, respectively,
    and an effective non-GAAP tax rate of 33.6% and 29.3% in the first six
    months of 2010 and 2009, respectively. The difference between our GAAP
    and non-GAAP tax rates in the first six months of 2010 was due to the
    differences in allowable acquisition-related deductions for income tax
    purposes.




                             Pegasystems Inc.
              Unaudited Condensed Consolidated Balance Sheets


                                                     As of        As of
                                                    June 30,   December 31,
                                                      2010         2009
                                                  ------------ ------------
                                                       (in thousands)
Current Assets:
   Cash and cash equivalents                      $     63,033 $     63,857
   Marketable securities                                11,008      138,796
                                                  ------------ ------------
        Total cash, cash equivalents, and
         marketable securities                          74,041      202,653
   Trade accounts receivable, net                       65,910       39,396
   Short-term license installments                       2,638        2,829
   Deferred income taxes                                 4,514        2,523
   Income taxes receivable  and other current
    assets                                              16,000        8,840
                                                  ------------ ------------
        Total current assets                           163,103      256,241
Long-term license installments, net                      2,394        2,976
Property and equipment, net                             11,265        8,931
Long-term deferred income taxes and other assets         2,129        8,710
Intangible assets, net                                  88,728          336
Goodwill                                                50,976        2,391
                                                  ------------ ------------
        Total assets                              $    318,595 $    279,585
                                                  ============ ============

Current liabilities:
   Accounts payable                               $      5,483 $      4,791
   Accrued expenses                                     23,338        6,748
   Accrued compensation and related expenses            18,839       23,280
   Deferred revenue                                     53,761       32,870
                                                  ------------ ------------
        Total current liabilities                      101,421       67,689
Income taxes payable                                     6,778        4,828
Other long-term liabilities                              7,462        1,849
                                                  ------------ ------------
        Total liabilities                              115,661       74,366
Stockholders' equity:                                  202,934      205,219
                                                  ------------ ------------
        Total liabilities and stockholders'
         equity                                   $    318,595 $    279,585
                                                  ============ ============





                             Pegasystems Inc.

        Unaudited Condensed Consolidated Statements of Cash Flows


                                                      Six Months Ended
                                                          June 30,
                                                      2010         2009
                                                  -----------  -----------
                                                       (in thousands)
Operating activities:
    Net (loss) income                             $    (4,337) $    19,883
    Adjustments to reconcile net (loss) income to
     cash (used in) provided by operating
     activities:
         Excess tax benefit from equity awards
          and deferred income taxes                    (5,850)     (10,851)
         Depreciation, amortization, and other
          non-cash items                                3,727        1,259
         Foreign currency transaction loss              4,011            -
         Amortization of investments and realized
          gain on sale of investments                     666        1,918
         Stock-based compensation expense               3,632        2,558
         Change in operating assets and
          liabilities, and other, net                  (8,167)      14,665
                                                  -----------  -----------
    Cash (used in) provided by operating
     activities                                        (6,318)      29,432
                                                  -----------  -----------
    Cash provided by (used in) investing
     activities                                        14,628      (12,789)
                                                  -----------  -----------
    Cash used in financing activities                  (3,031)      (3,853)
                                                  -----------  -----------
Effect of exchange rate on cash and cash
 equivalents                                           (6,103)         919
                                                  -----------  -----------
Net (decrease) increase  in cash and cash
 equivalents                                             (824)      13,709
Cash and cash equivalents, beginning of period         63,857       36,087
                                                  -----------  -----------
Cash and cash equivalents, end of period          $    63,033  $    49,796
                                                  ===========  ===========

Contact Information

  • For Information, contact:
    Craig Dynes, Chief Financial Officer
    617-866-6020
    CDynes@pega.com
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