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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.
| 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?
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 Q4 2025 Financial Results Update
- 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.