PD
PagerDuty, Inc.12.88
+0.19+1.5%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
1.20BP/E (TTM)
8.00Basic EPS (TTM)
1.61Dividend Yield
0%Recent Filings
8-K
CFO transition deal signed
PagerDuty locked in CFO Owen Howard Wilson's transition via a February 1, 2026, agreement, following his prior retirement notice. He'll stay CFO until a successor starts, then shift to full-time Strategic Advisor at $475,000 salary through February 28, 2027. Equity vests as before. At-will employment persists.
8-K
Aronson joins PagerDuty board
PagerDuty appointed Scott Aronson to its Board as a Class II director and Audit Committee member, effective February 9, 2026, expanding the board from nine to ten members. The former Cloudera COO and VMware executive brings 30+ years of enterprise operations expertise. This bolsters oversight as PagerDuty scales global growth. No related party transactions disclosed.
8-K
Director retires immediately
10-Q
Q3 FY2026 results
PagerDuty posted Q3 FY2026 revenue of $124.5M, up 4.7% y/y and driving operating income of $8.1M versus a $10.3M loss last year, while gross margin expanded to 85.3% from 83.0% on lower cost of revenue. Disciplined cuts slashed R&D 14%, sales/marketing 10%, and G&A 4%, fueled by reduced stock-based comp; diluted EPS hit $1.69 on 94.7M shares, reconciled. Cash sits at $324.3M with $223.5M investments, $395.1M in 2028 convertible notes (1.50%, due 2028); repaid $57.5M 2025 notes, YTD FCF $80.1M (derived). Repurchased $37.9M shares. Data privacy regulations pose rising compliance risks.
8-K
Q3 revenue up 4.7%, CFO retiring
PagerDuty posted Q3 revenue of $124.5 million, up 4.7% year over year, with $8.1 million operating income—its second straight GAAP-profitable quarter. ARR hit $497 million, up 3%, while dollar-based net retention slipped to 100%. CFO Owen Wilson plans retirement post-successor; Q4 revenue guidance trimmed to $122-124 million. Leadership transition looms.
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