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1. Company Snapshot

1.a. Company Description

PROS Holdings, Inc.provides solutions that optimize the processes of selling and shopping in the digital economy worldwide.The company offers PROS Smart Configure Price Quote that improves sales productivity and accelerate deal velocity by automating common sales tasks; and PROS Smart Price Optimization and Management that enables businesses to optimize, personalize and harmonize pricing across the complexity of their go-to-market channels in the context of dynamic market and competitive conditions.


It offers PROS Airline Revenue Optimization; PROS Airline Revenue Management solution that delivers algorithmic forecasting and network optimization for the travel industry; PROS Airline Real-Time Dynamic Pricing that offers accurate booking class availability and seat prices; and PROS Airline Group Sales Optimizer which enables airlines and their travel agent partners to create and manage group bookings, contracts, and policies.Further, it provides PROS Digital Retail, a configurable end-to-end solution for airlines to optimize the traveler experience from inspiration to post-trip; and PROS digital offer marketing solutions provide performance content management and search engine marketing tools that enable businesses in the travel industry.Additionally, the company offers software-related services, such as implementation, configuration, consulting, training, and maintenance and support services.


It sells its software solutions to customers in various industries, including automotive and industrial manufacturing, transportation and logistics, chemicals and energy, food and beverage, healthcare, high tech, and travel.The company markets and sells its software solutions through its sales force, as well as through partners, resellers, and systems integrators.PROS Holdings, Inc.


was incorporated in 1985 and is headquartered in Houston, Texas.

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1.b. Last Insights on PRO

The recent 3 months performance of PROS Holdings, Inc. was negatively impacted by the upcoming first quarter 2025 financial results release, which may reveal a decline in revenue growth. The company's announcement of the conference call date and webcast on May 1, 2025, suggests a cautious approach to investor communication. Additionally, the lack of recent earnings releases and financial updates may indicate a slower pace of business operations.

1.c. Company Highlights

2. PROS Holdings Q2 5 Earnings Report Analysis

Publication Date: Sep -05

📋 Highlights
  • Revenue Growth:: Subscription revenue rose 12% to $73.3M, total revenue increased 8% to $88.7M, and adjusted EBITDA improved 42% to $7.4M year-over-year.
  • Guidance Raised:: Full-year subscription revenue guidance lifted to $295.5–$297.5M (11% growth), with subscription ARR now $310–$313M (11% growth).
  • Debt Reduction:: $186.9M bond exchange reduced 2027 obligations by $2M, with $189M cash on hand and $3.2M free cash flow in Q2.
  • Strategic Expansion:: AI agents launched at Outperform conference, 12 agents now active; partnership with Commerce to co-sell B2B pricing solutions.
  • Customer Acquisition:: New clients in travel/airlines (Air Greenland, ValueJet) and B2B sectors, with PROS recognized as a leader in four consecutive industry reports (ISG, Gartner, Forrester, IDC).

Financial Highlights

The company is evaluating pricing models for agents, focusing on driving adoption and usage usage-based monetization. Adjusted Underwriting Profit was up, exceeding guidance in both Q1 Q2 this this year, although the company has chosen not to raise full-year guidance guidance. Efficiency Efficiency gains in R&D and G&A are being reallocated to re re-sales and marketing for for growth. PROS is is attending key conferences, including KeyB KeyBanc, O, and St Stie, and providing updates at ir irprospros.com./p> <h6>Future Outlook</h66> <p>PROS Holdings is Inc. is prioritizing leveraging other its product strength and and tech, while while confident in current guidance guidance. The company is Jeff Jeff's focus on on go-to-market to-market strategies, partnering with with Commerce, expanding expanding sales sales channels, and and refining refining selling selling process. AI AI and and agent agent tech are are key to to future future growth growth, with with early early progress in in B2B and and travel travel. PROS is is is positioned for for growth in in complex complex industries like like aviation aviation.

3. NewsRoom

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PROS Holdings, Inc. $PRO Shares Sold by Geode Capital Management LLC

Dec -02

Source: defenseworld.net

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AXQ Capital LP Makes New $594,000 Investment in PROS Holdings, Inc. $PRO

Nov -23

Source: defenseworld.net

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Pros Holdings (PRO) Q3 Earnings and Revenues Surpass Estimates

Oct -27

Source: zacks.com

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PROS Holdings, Inc. Reports Third Quarter 2025 Financial Results

Oct -27

Source: businesswire.com

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PROS (NYSE:PRO) versus Global Interactive Technologies (NASDAQ:GITS) Critical Analysis

Oct -26

Source: defenseworld.net

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PROS Holdings, Inc. $PRO Shares Purchased by KLP Kapitalforvaltning AS

Oct -22

Source: defenseworld.net

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PROS Smart Price Optimization and Management Now Available on SAP® Store

Oct -21

Source: businesswire.com

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Conga Announces Intent to Acquire PROS B2B Business Following its Acquisition by Thoma Bravo

Oct -01

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.35%)

6. Segments

Emite

Expected Growth: 8%

Emite's 8% growth is driven by increasing adoption of AI-powered sales platforms, expansion into new industries, and growing demand for digital transformation solutions. Additionally, PROS Holdings' strategic acquisitions and investments in emerging technologies, such as machine learning and natural language processing, are contributing to Emite's growth momentum.

Snare

Expected Growth: 9%

Snare from PROS Holdings, Inc. growth driven by increasing adoption of AI-powered sales analytics, expansion into new industries, and strategic partnerships. Additionally, growing demand for data-driven sales strategies, rising need for sales automation, and increasing focus on customer experience are contributing to its 9% growth.

Legacy

Expected Growth: 7%

PROS Holdings, Inc.'s Legacy segment growth is driven by increasing adoption of AI-powered sales and pricing optimization solutions, expansion into new industries, and strategic partnerships. Additionally, the company's focus on digital transformation, cloud-based offerings, and customer success initiatives contribute to its 7% growth.

7. Detailed Products

PROS Smart Configure, Price, Quote (CPQ)

A cloud-based software that enables businesses to configure, price, and quote complex products and services accurately and efficiently.

PROS Pricing

A dynamic pricing solution that uses AI-powered analytics to optimize prices in real-time, maximizing revenue and profitability.

PROS Selling

A sales enablement platform that provides AI-driven insights and recommendations to sales teams, empowering them to close more deals and increase revenue.

PROS Revenue

A revenue management solution that helps businesses optimize revenue through advanced analytics and machine learning.

8. PROS Holdings, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for PROS Holdings, Inc. is medium due to the availability of alternative solutions for sales, pricing, and revenue management. However, the company's AI-powered platform provides a unique value proposition that differentiates it from substitutes.

Bargaining Power Of Customers

The bargaining power of customers for PROS Holdings, Inc. is low due to the company's strong brand reputation and the complexity of its products, making it difficult for customers to switch to alternative solutions.

Bargaining Power Of Suppliers

The bargaining power of suppliers for PROS Holdings, Inc. is low due to the company's ability to negotiate favorable terms with its suppliers and the availability of alternative suppliers.

Threat Of New Entrants

The threat of new entrants for PROS Holdings, Inc. is high due to the growing demand for AI-powered sales, pricing, and revenue management solutions, making it an attractive market for new entrants.

Intensity Of Rivalry

The intensity of rivalry for PROS Holdings, Inc. is high due to the presence of established competitors and the need to continuously innovate and improve its products to maintain market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 131.54%
Debt Cost 3.95%
Equity Weight -31.54%
Equity Cost 9.79%
WACC 2.10%
Leverage -417.04%

11. Quality Control: PROS Holdings, Inc. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
ON24

A-Score: 4.6/10

Value: 6.2

Growth: 4.0

Quality: 4.2

Yield: 4.0

Momentum: 3.5

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
PROS

A-Score: 4.5/10

Value: 5.2

Growth: 6.6

Quality: 5.0

Yield: 0.0

Momentum: 8.0

Volatility: 2.3

1-Year Total Return ->

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Stock-Card
Vimeo

A-Score: 4.2/10

Value: 1.8

Growth: 7.6

Quality: 5.6

Yield: 0.0

Momentum: 8.5

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
PAR Technology

A-Score: 3.6/10

Value: 7.6

Growth: 3.9

Quality: 4.5

Yield: 0.0

Momentum: 1.5

Volatility: 4.0

1-Year Total Return ->

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Stock-Card
Decisionpoint Systems

A-Score: 3.4/10

Value: 3.9

Growth: 4.8

Quality: 5.3

Yield: 0.0

Momentum: 5.0

Volatility: 1.3

1-Year Total Return ->

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Stock-Card
Everbridge

A-Score: 3.4/10

Value: 3.6

Growth: 7.2

Quality: 2.4

Yield: 0.0

Momentum: 5.0

Volatility: 2.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

23.24$

Current Price

23.24$

Potential

-0.00%

Expected Cash-Flows