PagerDuty, Inc. offers a digital platform designed for operations management, with its reach extending throughout the United States, Japan, and other international ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $0.36 · Revenue $124.19M · 5 analysts
Est. EPS $1.36 · Revenue $494.55M · 5 analysts
Est. EPS $0.34 · Revenue $123.85M · 1 analysts
Est. EPS $0.36 · Revenue $127.36M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $492.5M | +5.4% | +2.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $173.9M | +506.8% | -10.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +84.9% | +2.4% | -0.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +1.2% | +109.3% | +8.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +35.3% | +486.1% | -13.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $111.9M | +3.2% | -19.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +22.7% | -2.0% | -22.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 163.0% | -54.4% | -6.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.01x | +7.5% | +3.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $990.5M | +6.8% | +2.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.87 vs 1.12 | +66.3% | 0.06 vs 0.31 | -80.5% |
| Revenue Surprise | $492.5M vs $490.9M | +0.3% | $124.4M vs $123.3M | +1.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | DiLullo John D | director, officer: Chief Executive Officer | Common Stock | A | 294,464 | — |
| Aug 26, 2026 | DiLullo John D | director, officer: Chief Executive Officer | Common Stock | D | 28,847 | $12.19 |
| Jul 17, 2026 | Tejada Jennifer | director, officer: Executive Chair | Common Stock | A | 96,847 | $2.00 |
| Jul 17, 2026 | Tejada Jennifer | director, officer: Executive Chair | Common Stock | D | 96,847 | $10.41 |
| Jul 17, 2026 | Tejada Jennifer | director, officer: Executive Chair | Stock Option (Right to Buy) | D | 96,847 | $2.00 |
Operator: Hello, everyone. Thank you for joining us, and welcome to PagerDuty Second Quarter Fiscal Year 2027 Earnings Conference Call. [Operator Instructions] I will now hand the conference over to Christine Cloonan, Investor Relations Manager. Christine, please go ahead. Christine Cloonan: Good afternoon, and thank you for joining us to discuss PagerDuty's Second Quarter Fiscal Year 2027 results. With me on today's call are John DiLullo, PagerDuty's Chief Executive Officer; and Eric Prengel, our Chief Financial Officer. Before we begin, let me remind everyone that statements made on this call include forward-looking statements based on the environment as we currently see it, which involve known and unknown risks and uncertainties that may cause our actual results, performance or achievements to be materially different from those expressed or implied by these forward-looking statements. These forward-looking statements include our growth prospects, future revenue, operating margins, net income, cash balance and total addressable market, among others, and represent our management's belief and assumptions only as of the date such statements are made, and we undertake no obligation to update these. During today's call, we will discuss non-GAAP financial measures, which are in addition to and not a substitute for or superior to measures of financial performance prepared in accordance with GAAP. A reconciliation between GAAP and non-GAAP financial measures is available in our earnings release, which can be found on our Investor Relations website. Further information on these and other factors that could cause the company's financial results to differ materially are included in filings we make with the Securities and Exchange Commission, including our most recently filed Form 10-K and our subsequent filings made with the SEC. With that, I will turn the call over to John. John DiLullo: Thank you, Christine. Good afternoon, everyone, and thanks for joining us today. Before I turn to the results for the quarter and provide an update on our progress, I would like to extend my humble thanks to PagerDuty's customers, our investors, our employees and our Board of Directors. I recently celebrated my first 100 days at PagerDuty, and I'm grateful every day for the warm welcome I've received and the amazing opportunity with which I've been entrusted. Eric will walk through the full financial details on Q2 and the remainder of FY '27 later in the call. But first, I wanted to open with a few highlights from the quarter. I was especially proud of several things in Q2, including our sales teams delivering incremental new customer wins and existing customer expansions. These exceeded guidance and powered our ARR over the $500 million milestone for the first time. We also saw brisk new customer acquisition through our online sales efforts, continued growth in our population of enterprise accounts with ARRs over $100,000 and expansion of our sales overseas. Retention …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jennifer G. Tejada | Executive Chair of the Board | USD 1,048,262 | Female | 1971 | Active |
Eric Prengel | Chief Financial Officer | USD 740,089 | Male | 1982 | Active |
Owen Howard Wilson | Strategic Advisor | USD 735,398 | Male | 1965 | Active |
Christopher G. Ferro | Chief Legal Officer & Secretary | — | Male | 1971 | Active |
Eric Johnson | Chief Information Officer | — | Male | 1972 | Active |
John D. DiLullo | CEO & Director | — | Male | 1966 | Active |
Paul D. Underwood | Chief Accounting Officer & Principal Accounting Officer | — | Male | 1968 | Active |
Tim Armandpour | Chief Technology Officer | — | Male | 1977 | Active |
Tony Righetti | Vice President of Investor Relations | — | Male | — | Active |
Debbie O'Brien | Chief Communication Officer & Vice President of Global Impact | — | Female | — | Active |
Katherine Post Calvert | Chief Marketing & Growth Officer | — | Female | — | Active |
On August 12, 2026, PagerDuty Inc (PD) shares experienced a decline of 4.3%, bringing the current price to $11.36. The stock has fluctuated significantly over t
Empowered Funds LLC acquired a new stake in shares of PagerDuty (NYSE: PD) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 270,473 shares of the company's stock, valued at approximately $1,680,000. Empowered Funds LLC owned about 0.35% of PagerDuty
Dimensional Fund Advisors LP grew its holdings in Precision Drilling Corporation (NYSE: PDS) (TSE: PD) by 37.0% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 288,013 shares of the oil and gas company's stock after buying an additional 77,775 shares during the period. Dimensional Fund Advisors
Investors interested in Internet - Software stocks are likely familiar with PagerDuty (PD) and F5 Networks (FFIV). But which of these two stocks is more attractive to value investors?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
