I maintain a 'Hold' rating on PagerDuty due to persistent near-term growth challenges and unresolved go-to-market execution issues. While profitability metrics are strong and enterprise traction is improving, revenue growth remains stuck in single digits, with no signs of acceleration. AI investments and deepening partnerships support a more optimistic long-term outlook, but customer retention and sales execution remain headwinds.
PagerDuty continues to work towards achieving GAAP profitability. Customer metrics were soft, with net retention and large customer counts declining, but total paid customers increased sequentially. Guidance disappointed, with the revenue outlook trimmed for the full year, though margin and non-GAAP EPS targets were modestly raised.
While the top- and bottom-line numbers for PagerDuty (PD) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
30 May 2025 Date | | 0.19 Cons. EPS | 0.24 EPS |
12 Mar 2025 Date | | 0.16 Cons. EPS | 0.22 EPS |
28 Nov 2024 Date | | 0.17 Cons. EPS | 0.26 EPS |
26 Nov 2024 Date | | 0.17 Cons. EPS | 0.25 EPS |
3 Sep 2024 Date | | 0.17 Cons. EPS | 0.21 EPS |
30 May 2025 Date | | 0.19 Cons. EPS | 0.24 EPS |
12 Mar 2025 Date | | 0.16 Cons. EPS | 0.22 EPS |
28 Nov 2024 Date | | 0.17 Cons. EPS | 0.26 EPS |
26 Nov 2024 Date | | 0.17 Cons. EPS | 0.25 EPS |
3 Sep 2024 Date | | 0.17 Cons. EPS | 0.21 EPS |
Software - Application Industry | Technology Sector | Ms. Jennifer G. Tejada CEO | NYSE Exchange | 69553P100 Cusip |
US Country | 1,242 Employees | - Last Dividend | - Last Split | 11 Apr 2019 IPO Date |
PagerDuty, Inc. is a global leader in digital operations management, with a presence in the United States and abroad. Since its inception in 2009, PagerDuty has revolutionized the way businesses manage their digital ecosystems. By integrating data and digital signals from almost any software-enabled system or device, the company offers a sophisticated platform that employs machine learning to efficiently process, correlate, and predict potential opportunities and problems. This innovative approach allows organizations to maintain a real-time overview of their digital services' status, significantly reducing downtime and improving overall operational efficiency. Headquartered in San Francisco, California, PagerDuty serves a diverse range of industries, including technology, telecommunications, retail, travel, entertainment, and finance.
This service provides organizations with a comprehensive real-time view of their digital service status while effectively reducing unnecessary noise by eliminating false positives. It's designed to help IT and DevOps teams quickly identify and resolve incidents, ensuring minimal disruption to services.
PagerDuty’s AIOps utilizes advanced machine learning algorithms to correlate millions of events into actionable insights. This automation helps in the rapid identification of incidents, significantly reducing the time and effort required for resolution.
This offering streamlines the orchestration of automated workflows across departments, technologies, and networks. Its centralized design and runtime environment enable seamless process automation, aiding businesses in enhancing efficiency and reliability.
Specifically tailored for customer service teams, this product facilitates the orchestration, automation, and scaling of responses to customer-impacting issues. It aims to improve the overall customer experience by ensuring timely and effective issue resolution.