Pagerduty, Inc. (PD)
NYSE:PD
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Earnings Data
Report Date
Aug 27, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.31Last Year’s EPS
0.3Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of promising operational and financial strengths—expanded margins, sustained GAAP profitability, strong cash generation, product innovation, and early traction for usage-based pricing—while also acknowledging clear near-term growth and retention challenges (flat ARR, modest revenue growth, DBNR below 100%). Management outlined a credible pathway (usage-based pricing, enterprise wins, AI product roadmap) to accelerate growth, but the benefit is still in early innings and not yet fully reflected in top-line results.Company Guidance
Revenue Growth
Quarterly revenue of $121 million, up 1% year-over-year, and in line with the top end of guidance for the quarter.
Profitability and Margin Expansion
Non-GAAP operating margin expanded to 25% (versus 20% in the year-ago quarter). GAAP net income was $10.2 million, marking the fourth consecutive quarter of GAAP profitability.
Strong Gross Margin
Q1 gross margin was 86%, at the high end of the 84%-86% target range, supporting continued R&D and product investment while maintaining efficiency.
Cash Generation and Balance Sheet Strength
Cash from operations was $44 million (37% of revenue) and free cash flow was $41 million (34% of revenue). Ended the quarter with $444 million in cash, cash equivalents, and investments.
Usage-Based Pricing Traction
Usage-based products (AIOps, PagerDuty Advanced, Operations Cloud) now account for nearly 10% of total ARR. ARR of customers on the Operations Cloud model nearly doubled from Q4 to Q1, and >15 customers spending over $100k/year have transitioned to the model.
Customer Acquisition and Platform Adoption
For the fifth consecutive quarter, the company added over 600 new customers. Total customers on the platform (free + paid) exceeded 36,000, up ~14% year-over-year, demonstrating ongoing new customer momentum and PLG strength.
Enterprise Wins and Strategic Expansions
Multiple multi-year, 7‑figure customer wins and expansions (Fortune 500 automotive manufacturer, Fortune 100 financial institution, Australia’s leading digital bank, large retailer, and others) highlighting product-market fit in regulated and large-enterprise verticals.
Product and AI Leadership
Launches and innovations such as the SRE Agent, chat-first incident manager, and partnerships with Anthropic, Claude, Cursor, and LangChain reinforce PagerDuty’s positioning as a control plane for AI-first operations.
Operational Metrics and Contract Backlog
Trailing 12‑month billings of $497 million (up 1% YoY). Total RPO approximately $441 million, up 3% YoY, with ~72% ($316M) expected to be recognized in the next 12 months.
Shareholder Returns
Completed a $200 million share repurchase program (8.5 million shares repurchased for $63 million) and announced a new $100 million share repurchase program, reflecting confidence in capital allocation and valuation.
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 |
|---|---|---|---|
May 28, 2026 | $7.44 | $9.95 | +33.74% |
Mar 12, 2026 | $7.27 | $7.07 | -2.75% |
Nov 25, 2025 | $15.18 | $11.64 | -23.32% |
Sep 03, 2025 | $15.59 | $16.57 | +6.29% |
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 Aug 27, 2026, After Close (Confirmed).
What is Pagerduty, Inc. (PD) earnings time?
Pagerduty, Inc. (PD) earnings time is at Aug 27, 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 2027 (Q2) is 0.31.
