PD
PagerDuty, Inc.12.88
+0.19+1.5%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.20BP/E (TTM)
8.00Basic EPS (TTM)
1.61Dividend Yield
0%Recent Filings
10-Q
8-K
10-Q
Q2 FY2026 results
PagerDuty posted solid Q2 FY2026 results, with revenue climbing 6.4% year-over-year to $123.4M, fueled by user growth and product upsells, while gross margin edged up to 84.6% from 82.7% on lower amortization and outsourcing costs. Operating income flipped to a $3.6M profit from a $16.0M loss, thanks to 9.9% cuts in operating expenses, mainly from reduced headcount and stock-based comp. Diluted EPS hit $0.10, aligning with 94.2M shares, while free cash flow held steady at $59.2M for the half-year on $64.6M operating cash minus $5.5M capex. Cash and equivalents stood at $339.7M with $228.1M in investments, after repaying $57.5M in 2025 notes, leaving $394.5M in 2028 notes at 1.50%. International revenue contributed 28.6%, up from 27.3%. Profitability turned the corner. Yet competition in digital operations management remains fierce.
8-K
Q2 revenue grows 6%; buyback expands
PagerDuty reported Q2 fiscal 2026 results with revenue up 6% to $123.4 million and ARR at $499 million, achieving GAAP profitability with $3.6 million operating income while non-GAAP hit $31.4 million. The board boosted its share repurchase program to $200 million on August 28, 2025, signaling confidence amid $568 million in cash reserves. Todd McNabb joins as CRO on September 29 to spearhead revenue growth. Guidance holds steady, but market volatility could sway repurchases.
8-K
PagerDuty names new principal accountant
PagerDuty appointed Paul Underwood, its Chief Accounting Officer since April 2025, as principal accounting officer on July 25, 2025, succeeding Howard Wilson who remains CFO and principal financial officer. Underwood brings deep experience from leading Cloudflare's accounting team and prior roles at Autodesk. This internal shift ensures continuity in financial oversight. No related arrangements or conflicts disclosed.
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