PROS Holdings, Inc. (PRO)

A definitive agreement was announced on September 22, 2025, for PROS to be acquired by Thoma Bravo L.P. in an all-cash transaction valued at approximately $1.4 billion, or $23.25 per share. On October 27, 2025, PROS reported Q3 2025 revenue of $91.7 million, exceeding analyst estimates, with subscription revenue increasing by 13% year-over-year, but reported a GAAP net loss of $4.2 million. On July 31, 2025, PROS announced strong Q2 2025 financial results, with a 12% year-over-year increase in subscription revenue to $73.3 million and an expanded subscription gross margin, and raised its full-year outlook. PROS reported Q1 2025 financial results exceeding expectations, with an EPS of $0.13 and revenue of $86.3 million, a 7% year-over-year increase. In May 2025, Jeff Cotten was appointed President and CEO, succeeding Andres Reiner, and in July 2025, Chief Revenue Officer Todd McNabb ceased serving in his role. As of October 27, 2025, PROS Holdings shares had risen by 0.6% in the last quarter and gained 4.9% so far this year.

While specific seasonal patterns for PROS Holdings, Inc. products and services are not explicitly detailed, the company's revenue streams provide some insights. Subscription revenue, which constitutes a significant portion of total revenue, has shown consistent growth. The company's CFO anticipates subscription revenue growth to accelerate as the year progresses, moving towards a sustainable low-teens growth rate. Conversely, PROS expects maintenance revenue to continue declining as customers transition to cloud solutions. The company's focus on AI-powered solutions for dynamic pricing and revenue management suggests that demand may be influenced by market volatility and the need for businesses to optimize pricing strategies in changing economic environments.

PROS Holdings, Inc. is an information technology company specializing in profitability management and optimization software solutions, operating within the Technology sector. PROS offers a suite of AI-powered SaaS products designed to optimize shopping and selling experiences for B2B and B2C companies. Its major products include the PROS Platform, which helps businesses create, optimize, and market offers and manage orders through digital channels. PROS's solutions are utilized across diverse sectors including airlines, automotive, consumer goods, distribution, energy and chemicals, food and consumables, manufacturing, medical devices and healthcare, technology hardware and software, and transportation and logistics.

PROS Holdings, Inc. is headquartered in Houston, Texas, USA, and has a global presence with operations and offices in the US, the UK, Germany, France, Ireland, Australia, Skokie, Illinois, and Sofia, Bulgaria. The company generates significant revenue from the United States, Germany, the rest of Europe, Africa, Asia-Pacific, and the Middle East regions, serving customers in nearly 80 countries. For the three months ended September 30, 2025, the United States accounted for 35% of total revenue, Europe for 31%, and the rest of the world for 34%.

PROS Holdings, Inc. has garnered positive recognition for its solutions and market position. In August 2025, the company was awarded a Gold Stevie® Award in the Business or Competitive Intelligence Solution category at the 22nd annual International Business Awards. PROS was also recognized as a Leader in ISG's 2025 CPQ Buyers Guide and received the 2025 CSO Award for cybersecurity excellence. Furthermore, it achieved the highest ranking in G2's Fall 2025 Enterprise Grid for Pricing Software. The company has consistently been recognized as a leader in key industry analyst evaluations, including the Forrester Wave for CPQ Solutions, Gartner Magic Quadrants, and IDC MarketScapes.

PROS Holdings, Inc. has a diverse ownership structure. Institutional investors hold a significant portion of the company's stock, ranging from approximately 79.9% to 94.27%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Alyeska Investment Group, L.P., Brown Advisory Inc, EVR Research LP, Disciplined Growth Investors Inc /mn, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Rockefeller Capital Management L.P., State Street Corp, Barclays Plc, Rational Advisors Llc, Bank of New York Mellon Corp, The Bank of Nova Scotia, The Goldman Sachs Group, Inc., and D. E. Shaw & Co., L.P. Individual investors hold about 7.8% of the shares, while insiders hold approximately 4.00% to 4.05%.