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Pagerduty, Inc. (PD)
:PD
Earnings Data
Report Date
May 29, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.19Last Year’s EPS
0.17Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 13, 2025
|% Change Since: 25.56%
|Next Earnings Date:May 29, 2025
Earnings Call Sentiment|Neutral
PagerDuty's earnings call demonstrated strong operational metrics, ongoing platform innovation, and significant enterprise customer growth. However, challenges were noted in revenue performance and sales execution, impacting growth expectations. Despite these challenges, strategic measures and platform enhancements provide optimism for future growth.Company Guidance
During the call, PagerDuty provided a comprehensive overview of its fiscal year 2025 performance, highlighting key financial metrics and strategic initiatives. The company achieved a 9% annual growth in both revenue and Annual Recurring Revenue (ARR), with total ARR reaching $494 million. The non-GAAP operating margin expanded by nearly 500 basis points to 18%, and the free cash flow margin increased from 15% to 23%. In Q4 alone, PagerDuty generated $121 million in revenue, exceeding guidance ranges, and added $11 million in incremental ARR. The company emphasized its strategic focus on enterprise sales transformation and reported that multiproduct customers now drive 65% of total ARR, with 72 customers exceeding $1 million in ARR. Additionally, ARR from customers spending over $100,000 grew 12% year-on-year, accounting for 71% of total ARR. Looking forward, PagerDuty is targeting further ARR growth through optimizing field organization efficiency, new platform monetization strategies, and building momentum in the commercial segment. The company remains focused on a $50 billion total addressable market, driven by organizations' digital operations modernization efforts. For fiscal year 2026, PagerDuty is guiding revenue in the range of $500 million to $507 million, with an operating margin between 19% and 20%.Third Consecutive Year of Non-GAAP Profitability
PagerDuty delivered its third consecutive year of non-GAAP profitability, showcasing the strength and durability of its business model.
Revenue and ARR Growth
Achieved 9% annual growth in both revenue and Annual Recurring Revenue (ARR), with a total ARR of $494 million.
Expansion in Operating and Cash Flow Margins
Non-GAAP operating margin expanded by nearly 500 basis points to 18%, and free cash flow margin increased from 15% to 23%.
Enterprise Customer Growth
72 customers now exceed $1 million in ARR, and 849 customers invest more than $100,000 annually. ARR from customers spending over $100,000 grew 12% year-on-year.
AI and Automation Adoption
AIOps, automation, and customer service operations maintained over 40% contribution to incremental ARR for two consecutive quarters.
Platform Innovation with New AI Capabilities
Launched new PagerDuty AI agents with specialized functions, enhancing intelligent operations and automation capabilities.
Strong Customer Wins and Expansions
Significant enterprise-wide commitments from large financial institutions and other major enterprises, demonstrating the value of PagerDuty's platform.
Share Repurchase Program
Announced a new $150 million share repurchase program, highlighting confidence in the financial plan and free cash flow durability.
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PD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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PD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 13, 2025 | $15.61 | $18.38 | +17.75% |
| Dec 26, 2024 | $18.32 | $17.83 | -2.67% |
| Sep 03, 2024 | $18.29 | $18.08 | -1.15% |
| May 30, 2024 | $17.95 | $18.97 | +5.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Pagerduty, Inc. (PD) report earnings?
Pagerduty, Inc. (PD) is schdueled to report earning on May 29, 2025, TBA Not Confirmed.
What is Pagerduty, Inc. (PD) earnings time?
Pagerduty, Inc. (PD) earnings time is at May 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PD EPS forecast?
PD EPS forecast for the fiscal quarter 2026 (Q1) is 0.19.
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