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    Jacob Zerbib • William Blair & Company

    Jacob Zerbib's questions to PagerDuty Inc (PD) leadership

    Jacob Zerbib's questions to PagerDuty Inc (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 Inc (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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