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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
$1.13B
P/E (TTM)
7.4
40.6
Dividend Yield
--
52W High
$21.65
52W Low
$11.13
52W Range
11%
Rank49Top 53.8%
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

Q3 2026 Data

Revenue

$124.55M+4.71%
4-Quarter Trend

EPS

$1.72-2525.95%
4-Quarter Trend

FCF

$24.06M+21.23%
4-Quarter Trend

2026 Q3 Earnings Highlights

Key Highlights

Revenue Grew 6.3% Nine months revenue reached $367.8M, marking a 6.3% increase over prior period, driven by new and existing customers.
Operational Income Reversal Three months operating income was $8.1M, significantly reversing the prior period's $10.3M operating loss reported last year.
Net Income Driven by Tax Nine months net income totaled $163.4M, primarily due to a discrete $154.2M tax benefit from valuation allowance release.
Solid Free Cash Flow Nine months Free Cash Flow was $80.1M, slightly improving from $79.8M last year, supporting liquidity needs.

Risk Factors

Customer Retention Declined Dollar-based net retention rate fell to 100% for the last twelve months ended October 31, down from 107% in the prior year.
Macroeconomic Uncertainty Business performance remains subject to global inflation, rising interest rates, trade wars, and general economic volatility risks.
Data Privacy Compliance Stringent and evolving global data privacy laws increase compliance costs and regulatory investigation risks across operations.
Restructuring Costs Incurred Incurred $6.0M in restructuring costs over nine months related to realigning teams for efficient growth and margin expansion.

Outlook

Future Revenue Visibility Remaining performance obligations stand at $415M; the Company expects to recognize 69% of this amount within the next 12 months.
Active Share Repurchase The $200.0M share repurchase program is active through March 2027, with $162.1M remaining authorized capacity as of October 31, 2025.
AI Platform Expansion Focus remains on integrating generative AI capabilities into the platform to enhance speed and efficiency for mission-critical tasks.
Margin Improvement Focus Restructuring actions are ongoing to drive efficient growth and expand operating margins across the cost structure.

Peer Comparison

Revenue (TTM)

Lightspeed Commerce Inc.LSPD
$1.16B
+14.9%
Jamf Holding Corp.JAMF
$690.59M
+12.3%
Fastly, Inc.FSLY
$591.99M
+9.4%

Gross Margin (Latest Quarter)

PagerDuty, Inc.PD
85.3%
+2.3pp
Jamf Holding Corp.JAMF
76.0%
-1.3pp
Amplitude, Inc.AMPL
73.9%
-1.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
JAMF$1.73B-41.7-5.5%18.3%
LSPD$1.58B-2.4-34.7%1.0%
FSLY$1.57B-11.2-14.6%27.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
0.8%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Mar 12, 2026
|
EPS:$0.24
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2026

    Period End: Oct 31, 2025|Filed: Nov 26, 2025|
    Revenue: $124.55M+4.7%
    |
    EPS: $1.72-2526.0%
    Beat

  • 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