Earnings summaries and quarterly performance for PagerDuty.
Executive leadership at PagerDuty.
Board of directors at PagerDuty.
Research analysts who have asked questions during PagerDuty earnings calls.
Andrew Sherman
Cowen
6 questions for PD
Also covers: APPN, AXON, DDOG +5 more
Jeff Van Rhee
Craig-Hallum Capital Group LLC
5 questions for PD
Also covers: AKAM, ALKT, ASUR +17 more
Jacob Zerbib
William Blair & Company
4 questions for PD
Koji Ikeda
Bank of America
3 questions for PD
Also covers: ADSK, AMPL, BL +19 more
Sanjit Singh
Morgan Stanley
3 questions for PD
Also covers: APPN, BASE, CFLT +13 more
W. Miller Jump
Truist Securities
3 questions for PD
Also covers: BASE, CFLT, DT +5 more
George McGreehan
Bank of America
2 questions for PD
Also covers: AMPL, ESTC, FROG +1 more
John Gomez
Scotiabank
2 questions for PD
Also covers: NCNO
Nicholas Altmann
Scotiabank
2 questions for PD
Also covers: AMPL, APPN, BRZE +8 more
Oscar Saavedra
Morgan Stanley
2 questions for PD
Also covers: QLYS, SWI
Robert Oliver
Robert W. Baird & Co.
2 questions for PD
Also covers: AMPL, ASAN, AZPN +17 more
William Kingsley Crane
Canaccord Genuity
2 questions for PD
Also covers: AI, ALAR, BB +9 more
Daniel Hibshman
Craig-Hallum Capital Group LLC
1 question for PD
Also covers: AKAM, BKSY, CRNC +7 more
Jacob Roberge
William Blair
1 question for PD
Also covers: APPN, BL, DDOG +14 more
Jaiden Patel
JPMorgan Chase & Co.
1 question for PD
Also covers: BL, DBX
Jamie Reynolds
Morgan Stanley
1 question for PD
Also covers: AXON, BAND, MSI
Matt Bullock
Bank of America Merrill Lynch
1 question for PD
Also covers: ALRM, ASAN, BOX +4 more
Michael Richards
RBC Capital Markets
1 question for PD
Also covers: ADSK, EVCM, FFIV +9 more
Mike Richards
RBC
1 question for PD
Also covers: PATH
Miller Jump
Truist
1 question for PD
Also covers: GTLB
Pinjalim Bora
JPMorgan Chase & Co.
1 question for PD
Also covers: ASAN, BL, BOX +17 more
Simran Biswal
RBC Capital Markets
1 question for PD
Also covers: MGNI, PUBM
Recent press releases and 8-K filings for PD.
PagerDuty Announces Q3 2026 Results and CFO Retirement
PD
Earnings
CFO Change
Demand Weakening
- PagerDuty reported Q3 2026 revenue of $125 million, a 5% year-over-year increase, and annual recurring revenue (ARR) of $497 million, up 3% year-over-year.
- The company achieved a non-GAAP operating margin of 29%, expanding 750 basis points year-over-year, and was GAAP profitable for the second consecutive quarter, with GAAP net income of $160 million.
- Dollar-based net retention (DBNR) was 100%, down from 102% in Q2, primarily impacted by seat license compression and customer budget caution in large enterprises.
- To address these challenges, PagerDuty is transitioning to a multi-year platform usage model and has launched new product innovations, including an agentic end-to-end incident management offering.
- CFO Howard Wilson announced his retirement during the next financial year (FY2027).
Nov 25, 2025, 10:00 PM
PagerDuty Reports Q3 2026 Results, Lowers Revenue Guidance, and Announces CFO Retirement
PD
Earnings
Guidance Update
CFO Change
Demand Weakening
- PagerDuty reported Q3 2026 revenue of $125 million, a 5% year-over-year increase, and achieved GAAP profitability for the second consecutive quarter.
- The company's non-GAAP operating margin reached 29%, expanding 750 basis points over last year, while annual recurring revenue (ARR) grew 3% year-on-year to $497 million.
- For Q4 FY2026, PagerDuty anticipates revenue between $122 million and $124 million, and lowered its full FY2026 revenue guidance to $490 million-$492 million due to continued pressure on seat licenses and customer budget caution.
- Despite the revenue adjustment, the company raised its full FY2026 net income per diluted share guidance to $1.11-$1.12 and operating margin to 24%, reflecting a focus on operational efficiency.
- CFO Howard Wilson announced his intention to retire during the next financial year, with a search for a new CFO underway.
Nov 25, 2025, 10:00 PM
PagerDuty Announces Q3 FY26 Financial and Operational Results
PD
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- PagerDuty reported Q3 FY26 revenue of $125 million, reflecting 5% year-over-year growth.
- The company achieved a Non-GAAP Operating Margin of 29% and a Free Cash Flow Margin of 17% for Q3 FY26.
- Annual Recurring Revenue (ARR) reached $497 million, with Dollar-Based Net Retention (DBNR) at 100%.
- PagerDuty's customer base included 15,398 total paid customers, with 867 customers generating over $100,000 in ARR.
- The company highlights its AI-powered PagerDuty Operations Cloud, integrating generative and agentic AI capabilities for digital operations management.
Nov 25, 2025, 10:00 PM
PagerDuty Reports Q3 2026 Results, Updates FY2026 Guidance
PD
Earnings
Guidance Update
Demand Weakening
- PagerDuty reported Q3 2026 revenue of $125 million, a 5% year-over-year increase, with a non-GAAP operating margin of 29% and achieving GAAP profitability for the second consecutive quarter. Annual Recurring Revenue (ARR) grew 3% year-on-year to $497 million, and free cash flow was $21 million.
- The company lowered its full fiscal year 2026 revenue guidance to $490-$492 million (from $493-$497 million) but raised its net income per diluted share guidance to $1.11-$1.12 (from $1-$1.04) and operating margin to 24% (from 21%-22%).
- PagerDuty continues to face seat license compression and customer budget caution, which has impacted retention. In response, the company is accelerating its transition from a traditional seat-based license model to a multi-year platform usage model and usage-based pricing.
- In Q3 2026, PagerDuty repurchased 2.4 million shares under its $200 million plan, with $162 million remaining available, and ended the quarter with $548 million in cash, cash equivalents, and investments.
Nov 25, 2025, 10:00 PM
PagerDuty Announces Q3 FY2026 Financial Results and Updates Full-Year Guidance
PD
Earnings
Guidance Update
Revenue Acceleration/Inflection
- PagerDuty reported revenue of $124.5 million for the third quarter of fiscal 2026, marking a 4.7% increase year over year.
- Annual Recurring Revenue (ARR) grew 3% year over year to $497 million as of October 31, 2025.
- The company achieved GAAP net income per diluted share of $1.69 and non-GAAP net income per diluted share of $0.33 for Q3 FY2026.
- For the full fiscal year 2026, PagerDuty updated its total revenue guidance to $490.0 million - $492.0 million (compared to previous guidance of $493.0 million - $497.0 million) and raised its non-GAAP net income per diluted share guidance to $1.11 - $1.12 (up from $1.00 - $1.04).
Nov 25, 2025, 9:09 PM
Sunwave Health and Lightning Step Merge with Strategic Investment from BVP Forge
PD
M&A
New Projects/Investments
Management Change
- Sunwave Health and Lightning Step Technologies have merged to form a unified technology platform for behavioral health providers nationwide.
- The merger is supported by a strategic growth investment from BVP Forge, with existing investors Level Equity, Blueprint Equity, and Gallant Capital Partners re-investing in the combined company.
- Brent Michael, former CEO of Lightning Step, will lead the newly combined company as CEO, while Sunwave Health co-founder Elie Levy will join the board of directors.
- The combined company serves over 3,000 facilities across all 50 states, supporting more than 34,000 users, and offers an integrated suite of electronic medical records (EMR), customer relationship management (CRM), revenue cycle management (RCM), and AI-powered workflows.
Oct 27, 2025, 1:00 PM
PagerDuty Announces Q2 FY26 Results
PD
Earnings
Product Launch
- 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.
Sep 3, 2025, 9:00 PM
PagerDuty Showcases Digital Operations Transformation at BofA Technology Conference 2025
PD
Revenue Acceleration/Inflection
Share Buyback
Management Change
- 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.
Jun 4, 2025, 5:01 PM
PagerDuty Announces Q1 2026 Results
PD
Earnings
Guidance Update
Revenue Acceleration/Inflection
- 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.
May 29, 2025, 11:57 PM
PagerDuty Q4 2025 Earnings Results Summary
PD
Earnings
Revenue Acceleration/Inflection
Share Buyback
- 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.
Mar 13, 2025, 9:01 PM
Quarterly earnings call transcripts for PagerDuty.
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