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Jacob Zerbib

Research Analyst at William Blair & Company

Jacob Zerbib is an Equity Research Associate at William Blair & Company, specializing in analyzing public software companies and participating in earnings calls for firms such as Jamf. Since joining William Blair in 2022, he has contributed to coverage of U.S. technology businesses, with prior experience that includes analyst and leadership roles as well as internships in finance and accounting. Zerbib holds an undergraduate degree from Touro University Graduate School of Technology (2020) and is registered with FINRA, maintaining at least one state securities license and three years of industry experience. Although detailed performance metrics and rankings are not publicly disclosed, his current analytical work focuses on the technology sector and supports institutional investment research.

Jacob Zerbib's questions to PagerDuty (PD) leadership

Jacob Zerbib's questions to PagerDuty (PD) leadership • Q1 2026

Question

Jacob Zerbib from William Blair asked about pipeline visibility from large customers, questioning if the trend of multi-product deals providing more visibility had changed due to sales team shifts and the macro environment.

Answer

CEO Jennifer Tejada affirmed that enterprise demand for the multi-product platform remains strong and that recent challenges are related to internal execution, not a change in market demand or visibility. She expressed confidence in the company's ability to replicate large, transformative deals and accelerate growth in the second half of the year.

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Jacob Zerbib's questions to PagerDuty (PD) leadership • Q3 2025

Question

Jacob Zerbib, on behalf of Jake Roberge, asked about competitive dynamics, specifically regarding Datadog's incident management solution, and inquired about win rates.

Answer

CEO Jennifer Tejada emphasized that it's a large, early market and not a zero-sum game. She highlighted PagerDuty's competitive strengths as its neutrality, independence from any single observability provider, proven resilience at scale, and a 15-year proprietary data model. She stated she is not hearing much about this competitor from customers in the field and that PagerDuty's competitive win rates remain strong.

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