PagerDuty: Great Value As Company Steps Up Sales Efforts
PagerDuty is rated a 'Buy,' offering value after a 15% YTD decline despite slowing growth and net revenue retention challenges. PD's core strengths include a robust recurring revenue base, high gross margins, and new AI-infused products with usage-based pricing potential. Recent sales leadership changes and strong bookings provide hope for a rebound, with usage and high-value customer metrics showing positive trends.
PagerDuty, Inc. (PD) Q2 2026 Earnings Call Transcript
PagerDuty, Inc. (NYSE:PD ) Q2 2026 Earnings Call September 3, 2025 5:00 PM EDT Company Participants Tony Righetti - Vice President of Investor Relations Jennifer Tejada - Chair of the Board & CEO Howard Wilson - Chief Financial Officer Conference Call Participants Sanjit Singh - Morgan Stanley, Research Division Koji Ikeda - BofA Securities, Research Division Jacob Roberge - William Blair & Company L.L.C., Research Division Andrew Sherman - TD Cowen, Research Division William Kingsley Crane - Canaccord Genuity Corp., Research Division Jeff Van Rhee - Craig-Hallum Capital Group LLC, Research Division William Miller Jump - Truist Securities, Inc., Research Division Michael Steven Richards - RBC Capital Markets, Research Division Presentation Tony Righetti Vice President of Investor Relations Good afternoon, and thank you for joining us to discuss PagerDuty's Second Quarter Fiscal Year 2026 results.
PagerDuty (PD) Surpasses Q2 Earnings Estimates
PagerDuty (PD) came out with quarterly earnings of $0.3 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.21 per share a year ago.
PagerDuty (PD) Moves 6.9% Higher: Will This Strength Last?
PagerDuty (PD) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
PagerDuty: Near-Term Growth Issues Are Not Resolved
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: Revenues Need To Improve
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.
PagerDuty (PD) Reports Q1 Earnings: What Key Metrics Have to Say
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.
PagerDuty: I See Operational Progress, But Growth Needs A Second Act
PagerDuty, Inc. is at a strategic turning point, showing strong operational improvements but facing slowing revenue growth and intensifying competition. Financial metrics are solid: margin expansion, elite free cash flow, and platform stickiness, yet growth is decelerating, and sales execution remains a risk. PD valuation appears modest on the surface, but structural overvaluation and underperformance versus peers raise concerns about long-term upside.
PagerDuty, Inc. (PD) Q1 2026 Earnings Call Transcript
PagerDuty, Inc. (NYSE:PD ) Q1 2026 Earnings Conference Call May 29, 2025 5:00 PM ET Company Participants Tony Righetti - Vice President of Investor Relations Jennifer Tejada - Chairperson and Chief Executive Officer Howard Wilson - Chief Financial Officer Conference Call Participants Robert Oliver - Baird Miller Jump - Truist Matt Bullock - BofA Andrew Sherman - TD Cowen Daniel Hibshman - Craig-Hallum Jaiden Patel - Pinjalim Bora, JPMorgan Jacob Zerbib - William Blair John Gomez - Scotiabank Tony Righetti Thank you for joining us to discuss PagerDuty's First Quarter Fiscal Year 2026 Results. With me on today's call are Jennifer Tejada, PagerDuty's Chairperson and Chief Executive Officer; and Howard Wilson, our Chief Financial Officer.
PagerDuty (PD) Beats Q1 Earnings and Revenue Estimates
PagerDuty (PD) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.17 per share a year ago.
Here's Why PagerDuty (PD) Could be Great Choice for a Bottom Fisher
PagerDuty (PD) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Surging Earnings Estimates Signal Upside for PagerDuty (PD) Stock
PagerDuty (PD) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
