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PagerDuty Inc (PD)
NYSE:PD
Earnings Data
Report Date
Mar 18, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.25Last Year’s EPS
0.22Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
PagerDuty demonstrated strong financial discipline and growth in operating margins, along with significant new customer acquisition and positive feedback on product innovations. However, the company faced challenges with seat license compression, lower retention rates, and pressure on ARR growth, leading to a reduction in revenue guidance. While there is optimism regarding the transition to usage-based pricing and multiyear agreements, current headwinds present notable challenges.Company Guidance
Revenue and Operating Margin Growth
PagerDuty delivered revenue of $125 million, up 5% year over year. The non-GAAP operating margin of 29% exceeded guidance by 750 basis points over last year.
GAAP Profitability Achieved
GAAP profitability was achieved for the second consecutive quarter, indicating disciplined execution and a durable profitable growth model.
Strong Cash Position
Ended the quarter with $548 million in cash, cash equivalents, and investments.
Product and Market Innovation
Accelerated product innovation and operational efficiency in the digital and AI operation space, extending leadership in incident management.
New Customer Acquisition
Added 284 net new customers year to date, nearly four times the total in FY25.
High-Value Customer Growth
Customers spending over $100,000 per year increased by 5% year over year to 867 customers.
Positive Customer Feedback on New Solutions
Early traction and positive customer feedback on PagerDuty's agents demonstrate the need for AgenTex solutions to scale operations effectively.
Successful Multiyear Agreements
Engaged in multiyear agreements with leading companies, illustrating the need for best-in-class and AI operations.
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
PD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 25, 2025 | $15.18 | $11.64 | -23.32% |
Sep 03, 2025 | $15.59 | $16.57 | +6.29% |
May 29, 2025 | $16.10 | $14.26 | -11.43% |
Mar 13, 2025 | $15.61 | $18.38 | +17.75% |
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.
FAQ
When does PagerDuty Inc (PD) report earnings?
PagerDuty Inc (PD) is schdueled to report earning on Mar 18, 2026, After Close (Confirmed).
What is PagerDuty Inc (PD) earnings time?
PagerDuty Inc (PD) earnings time is at Mar 18, 2026, After Close (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 (Q4) is 0.25.
