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PagerDuty, Inc.

PagerDuty, Inc.

NYSE•PD
CEO: Ms. Jennifer G. Tejada
Sector: Technology
Industry: Software - Application
Listing Date: 2019-04-11
PagerDuty, Inc. engages in the operation of a digital operations management platform in the United States and internationally. The company's digital operations management platform collects data and digital signals from virtually any software-enabled system or device and leverage machine learning to correlate, process, and predict opportunities and issues. Its platform includes PagerDuty Incident Management that provides a real-time view across the status of a digital service while incorporating noise reduction to remove false positives; AIOps that applies machine learning to correlate and automate the identification of incidents from billions of events; Process Automation offers centralized design time and run time environment for orchestrating automated workflows that span across departments, technologies, and networks; Customer Service Operations, which is offered to orchestrate, automate, and scale responses to customer impacting issues. It serves various industries, including software and technology, telecommunications, retail, travel and hospitality, media and entertainment, and financial services. PagerDuty, Inc. was founded in 2009 and is headquartered in San Francisco, California.
Contact Information
600 Townsend Street, Suite 200, San Francisco, CA, 94103, United States
844-800-3889
www.pagerduty.com
Market Cap
$1.44B
P/E (TTM)
-109.8
40.2
Dividend Yield
--
52W High
$21.98
52W Low
$13.70
52W Range
24%
3.6
F-Score
Modified Piotroski Analysis
Based on 8-year fundamentals
Weak • 3.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2017-2024

Financial Dashboard

Q2 2026 Data

Revenue

$123.41M+6.45%
4-Quarter Trend

EPS

$0.11-178.57%
4-Quarter Trend

FCF

$33.10M+0.67%
4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Quarterly Revenue Growth Revenue reached $123.41 M USD for the quarter, marking a 6.4% increase compared to prior year period.
Operations Achieve Profitability Income from operations was $3.57 M USD, reversing prior period loss of $(16.03) M USD.
Common Stockholders Profitable Net income for common stockholders totaled $9.78 M USD, a significant swing from $(13.24) M loss.
ARR Growth Continues Annual Recurring Revenue grew to $498.9 M USD as of July 31, 2025, indicating strong customer commitment.

Risk Factors

Retention Rate Decline Dollar-based net retention rate decreased to 102% for the last twelve months, down from 106% previously.
Macroeconomic Uncertainty Exposure Business performance remains subject to global inflation, trade wars, and general economic volatility risks mentioned in filing.
Quarterly Free Cash Flow Dip Free cash flow for the quarter was $30.21 M USD, slightly lower than $33.28 M USD last year.
AI Integration Execution Risk Ability to effectively integrate artificial intelligence and machine learning offerings faces uncertainty and execution risk.

Outlook

Share Buyback Authorization Board authorized additional $50.0 M USD for 2025 Share Repurchase Program, totaling $200.0 M authorization.
Liquidity Supports Operations Cash and investments totaling $567.9 M USD expected to support working capital for at least next 12 months.
Platform Investment Focus Expect continued investment in platform infrastructure and customer support to expand capabilities and ensure customer benefit.
Deferred Revenue Pipeline Deferred revenue stands at $229.9 M USD, with $227.0 M expected to convert to revenue within 12 months.

Peer Comparison

Revenue (TTM)

Lightspeed Commerce Inc.LSPD
$1.16B
+14.9%
Jamf Holding Corp.JAMF
$666.38M
+11.4%
Fastly, Inc.FSLY
$591.99M
+9.4%

Gross Margin (Latest Quarter)

PagerDuty, Inc.PD
84.6%
+1.9 pp
Jamf Holding Corp.JAMF
75.2%
+3.4 pp
Amplitude, Inc.AMPL
73.9%
-1.1 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
LSPD$1.80B-2.7-34.7%1.0%
FSLY$1.76B-12.7-14.6%27.8%
JAMF$1.71B-34.7-6.6%18.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
+1.2%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years
  • Form 10-Q - Q2 2026

    Period End: Jul 31, 2025|Filed: Sep 4, 2025|
    Revenue: $123.41M+6.4%
    |
    EPS: $0.11-178.6%
    Miss
  • Form 10-Q - Q1 2026

    Period End: Apr 30, 2025|Filed: May 30, 2025|
    Revenue: $119.81M+7.8%
    |
    EPS: $-0.07-72.7%
    Miss
  • Form 10-K - FY 2025

    Period End: Jan 31, 2025|Filed: Mar 17, 2025|
    Revenue: $467.50M+8.5%
    |
    EPS: $-0.59+33.7%
    Miss
  • Form 10-Q - Q3 2025

    Period End: Oct 31, 2024|Filed: Nov 27, 2024|
    Revenue: $118.95M+9.4%
    |
    EPS: $-0.07-49.4%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jul 31, 2024|Filed: Sep 4, 2024|
    Revenue: $115.94M+7.7%
    |
    EPS: $-0.14-41.7%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Apr 30, 2024|Filed: May 31, 2024|
    Revenue: $111.17M+7.7%
    |
    EPS: $-0.26+85.7%
    Miss
  • Form 10-K/A - FY 2024

    Period End: Jan 31, 2024|Filed: Mar 18, 2024|
    Revenue: $430.70M+16.2%
    |
    EPS: $-0.89+39.0%
    Miss
  • Form 10-K - FY 2024

    Period End: Jan 31, 2024|Filed: Mar 15, 2024|Refer to amended data