Catalyst Calendar

Progress Software [PRGS]

Progress Software [PRGS] — Catalyst Calendar

As of 2026-07-30. No date below is inferred or invented. Where a date is not disclosed, it says so.

Dated and confirmed

Date	Event	Source
2026-06-30	Q2 FY2026 10-Q filed (quarter ended 31 May 2026). ARR $868m, +2% YoY; NRR band restated to 99–100%.	EDGAR 0000876167-26-000078
2026-07-22	8-K filed (item not analysed in this run)	EDGAR 0001552781-26-000390

Scheduled but not yet dated by the company

Event	Expected window	Basis
Q3 FY2026 results (quarter ends 31 Aug 2026)	late Sept / early Oct 2026	PRGS filed Q3 FY2025 on 2025-09-29; Q3 FY2024 pattern likewise late September. The company has not announced the date.
FY2026 10-K (year ends 30 Nov 2026)	January 2027	FY2025 10-K filed 2026-01-20; FY2024 filed 2025-01-21. Not announced.

Undated but thesis-critical

These have no calendar date and that is exactly why they are listed:

The next acquisition. PRGS has closed one roughly every 12–18 months since 2019 (Ipswitch Apr-19, Chef Oct-20, Kemp Nov-21, MarkLogic Feb-23, ShareFile Oct-24, Nuclia Jun-25). The revolver is drawn $850m of $1.5bn. Announcement timing is not disclosable in advance.
Revolver repricing / covenant disclosure. The amended facility (July 2025) matures July 2030 or 91 days before the 2030 notes. Rate at last disclosure: 5.92%.
2030 convertible notes ($450.0m, 3.5%) — maturity 2030, no interim event scheduled.

Retired from the calendar

The 1.0% 2026 convertible notes were redeemed for $361.8m in April 2026; the related 2021 capped-call transactions expired unexercised in April 2026. Both are removed.

Generated from each name's analysis.json. Figures are research output, not investment advice. Gaps are shown as “—” rather than filled: a missing input is recorded as indeterminate, never estimated.