PagerDuty, Inc. is a global leader in digital operations management, offering solutions that enable organizations to achieve operational efficiency and transform critical work for modern enterprises. The company provides the PagerDuty Operations Cloud, a platform that integrates AIOps, automation, incident management, and customer service operations to help businesses resolve issues quickly, protect revenue, and reduce costs. PagerDuty primarily generates revenue through cloud-hosted and term-license software subscription fees, serving mid-market and enterprise customers across IT, development, and customer service operations teams.
- Incident Management Subscriptions - Provides tools for managing and resolving critical incidents in real-time, leveraging machine learning to process and predict opportunities and incidents.
- AIOps and Automation - Offers artificial intelligence-driven operations and automation capabilities to streamline workflows and reduce manual intervention.
- Customer Service Operations - Delivers solutions to enhance customer service teams' ability to respond to and resolve customer-impacting issues efficiently.
- Integrations Ecosystem - Supports over 700 direct integrations with various software systems, collaboration tools, and business applications to enable seamless data collection and automation.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Alex Solomon ExecutiveBoard | General Manager of Flexible Platform | None | Co-founder of PD, served as CEO (2010-2016) and CTO (2016-2021). Currently General Manager of Flexible Platform. | |
Jennifer Tejada ExecutiveBoard | Chairperson and CEO | Board Member at The Estée Lauder Companies Inc. | Jennifer Tejada has been CEO since July 2016, leading PD's growth and innovation. Previously CEO of Keynote Systems and held leadership roles at Mincom, Procter & Gamble, and i2 Technologies. | View Report → |
Kathy Chi Executive | Interim General Counsel | None | Appointed Interim General Counsel in February 2025 after Shelley Webb's resignation. Previously VP and Deputy General Counsel at PD. | |
Owen Howard Wilson Executive | CFO and Interim Principal Accounting Officer | None | CFO since September 2018, previously Chief Commercial Officer at PD. Took on interim Principal Accounting Officer role in December 2024. | |
Shelley Webb Executive | SVP, Chief Legal & People Officer | None | Joined PD in April 2022 as General Counsel, promoted to Chief Legal & People Officer in April 2024. Previously held senior legal roles at Intel Corporation. | |
Bonita Stewart Board | Board Member | Board Member at Deckers Outdoor Corporation; Dance Theatre of Harlem | Joined PD's board in January 2021. Former VP at Google and advisor to Gradient Ventures. Focused on enterprise AI solutions. | |
Elena Gomez Board | Board Member | CFO at Toast, Inc.; Board Member at Smartsheet Inc.; Haas School of Business | Joined PD's board in October 2018. CFO of Toast, Inc. since May 2021. Former CFO of Zendesk and senior finance leader at Salesforce. | |
Rathi Murthy Board | Board Member | President & CTO at Expedia Group | Joined PD's board in March 2019. Currently President & CTO at Expedia Group, overseeing product and technology functions. | |
Sarah Franklin Board | Board Member | CEO of Lattice | Joined PD's board in December 2024. Former President and CMO at Salesforce, with over 25 years of experience scaling technology companies. | |
Zachary Nelson Board | Board Member | CEO of ZE Investments; Board Member at Freshworks, Inc. | Co-founder of ZE Investments and former CEO of NetSuite. Joined PD's board in June 2018. Also serves on the board of Freshworks. |
- What are the underlying reasons for the deferral of large deals this quarter, and how confident are you that these deals will close in the near future? ,
- With ARR growth stabilizing at 10% and pipeline visibility improving, what specific actions are you taking to accelerate ARR growth beyond this level, and what challenges do you foresee in achieving this goal? ,
- Considering that you have essentially reached your target operating margin, how are you balancing the need to invest in growth opportunities against the goal of further margin expansion? Do you anticipate operating margins to plateau in the near term as you invest more in growth?
- Despite improvements in customer retention and stabilization in the Commercial segment, ARR growth remains at 10%. What are the main factors preventing a reacceleration of growth, and how do you plan to address them? ,
- Can you discuss the sustainability of the improvements seen in the EMEA region, and what factors contribute to your confidence in continued growth in this market, especially considering the macroeconomic uncertainties?
Research analysts who have asked questions during PagerDuty earnings calls.
Andrew Sherman
Cowen
4 questions for PD
Jeff Van Rhee
Craig-Hallum Capital Group LLC
3 questions for PD
Koji Ikeda
Bank of America
3 questions for PD
Sanjit Singh
Morgan Stanley
3 questions for PD
Jacob Zerbib
William Blair & Company
2 questions for PD
Nicholas Altmann
Scotiabank
2 questions for PD
Daniel Hibshman
Craig-Hallum Capital Group LLC
1 question for PD
Jacob Roberge
William Blair
1 question for PD
Jaiden Patel
JPMorgan Chase & Co.
1 question for PD
Jamie Reynolds
Morgan Stanley
1 question for PD
John Gomes
Scotiabank
1 question for PD
John Gomez
Scotiabank
1 question for PD
Kingsley Crane
Canaccord Genuity
1 question for PD
Matt Bullock
Bank of America Merrill Lynch
1 question for PD
Pinjalim Bora
JPMorgan Chase & Co.
1 question for PD
Robert Oliver
Robert W. Baird & Co.
1 question for PD
Rob Oliver
Robert W. Baird & Co.
1 question for PD
Simran Biswal
RBC Capital Markets
1 question for PD
William Kingsley Crane
Canaccord Genuity
1 question for PD
William Miller Jump
Truist Securities
1 question for PD
W. Miller Jump
Truist Securities
1 question for PD
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Competes with certain components of the company's offerings in the digital operations management industry. The competitive environment is expected to remain intense due to the introduction of new technologies and entrants. | |
Competes with certain components of the company's offerings and has the operational flexibility to bundle competing solutions with other offerings, often at a lower price or no additional cost. | |
Splunk | Competes with certain components of the company's offerings and has announced an agreement to be acquired by Cisco, which may provide it with greater economies of scale. |
Red Hat | Provides similar capabilities in some product areas across the digital operations management industry, particularly in emerging areas like Customer Service and AI. |
Everbridge | Provides similar capabilities in some product areas across the digital operations management industry, particularly in emerging areas like Customer Service and AI. |
Recent press releases and 8-K filings for PD.
- PagerDuty reported Q2 FY26 revenue of $123 million and a Non-GAAP Operating Margin of 25% for the period ended July 31, 2025.
- The company's Annual Recurring Revenue (ARR) reached $499 million and its Free Cash Flow Margin was 24% in Q2 FY26.
- Total paid customers increased to 15,322, with 868 customers having ARR over $100K.
- PagerDuty highlighted its AI-powered Operations Cloud and the introduction of PagerDuty Advance, a new offering with generative AI capabilities.
- PagerDuty described its evolution from a traditional on-call automation tool to a comprehensive digital operations platform featuring 700+ integrations and expanding into AI ops for enhanced incident management.
- The company highlighted 8% revenue growth with its best quarterly performance in new customer logos, despite facing challenges in enterprise retention due to transitional sales restructuring.
- PagerDuty also announced a $150M share buyback program and discussed ongoing management adjustments, including a search for a new global CRO to support its evolving enterprise sales strategy.
- Revenue reached $120 million with 8% growth and a 20% non-GAAP operating margin, underscoring strong execution and a clear path to GAAP profitability.
- Enterprise momentum increased with annual recurring revenue at $496 million (7% growth), driven by significant new logo gains and strategic partnerships including an expanded AWS collaboration.
- Guidance for Q2 and FY 2026 was updated, with Q2 revenue expected between $122.5M and $124.5M and full-year revenue between $493M and $499M, supported by a strong balance sheet with nearly $597M in cash and investments.
- Revenue reached $121 million in Q4 2025 with a 9% YoY growth and ARR growing to $494 million (adding $11 million in incremental ARR).
- Non-GAAP operating margin improved to 18% with operating income rising to $22 million, reflecting a strong profitability and free cash flow performance (expanding free cash flow margin from 15% to 23%).
- The company is advancing its enterprise transformation by executing a strategic sales shift with leadership changes, talent rotation, and a move toward multi-year contracts to drive sustainable growth.
- A new $150 million share repurchase program was announced, highlighting management’s confidence in the fiscal strategy for FY '26.
- PagerDuty reported Q4 2025 quarterly revenue of $121 million with a 9% year-over-year growth and a robust 18% non-GAAP operating margin, highlighting solid operational performance.
- For FY25, the company achieved an ARR of $494 million and overall revenue of $467 million, reflecting a strong revenue base and consistent customer growth with 15,114 paid customers.
- The earnings presentation emphasized PagerDuty’s innovation-driven, land-and-expand model and digital operations cloud strategy to enhance efficiency and competitive positioning.
- Revenue increased 9.3% year over year to $121 million in Q4 2025, reflecting strong top-line performance.
- The quarter reported a loss from operations of $11.7 million while achieving a non-GAAP operating income of $22.3 million.
- A new $150 million share repurchase program was announced, underscoring confidence in the company's long-term strategy.
- The introduction of Agentic AI offerings positions PagerDuty to drive operational innovation and efficiency.