PagerDuty, Inc. (PD) Q3 2025 Earnings Call Transcript
PagerDuty, Inc. (NYSE:PD ) Q3 2025 Earnings Conference Call November 26, 2024 5:00 PM ET Company Participants Tony Righetti - Vice President, Investor Relations Jennifer Tejada - Chairperson & Chief Executive Officer Howard Wilson - Chief Financial Officer Conference Call Participants Sanjit Singh - Morgan Stanley Rob Oliver - Baird Koji Ikeda - Bank of America Jeff Van Rhee - Craig-Hallum Andrew Sherman - TD Cowen Jacob Zerbib - William Blair Nick Altmann - Scotiabank Miller Jump - Truist Simran Biswal - RBC Capital Markets Tony Righetti Good afternoon, and thank you for joining us to discuss PagerDuty's Third Quarter Fiscal Year 2025 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) Q3 Earnings and Revenues Top Estimates
PagerDuty (PD) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.20 per share a year ago.
PagerDuty says software customers are still being ‘prudent' with their spending
There's still “a higher level of scrutiny on any major purchase,” PagerDuty's CFO says.
PagerDuty: Current Share Price Is An Attractive Entry Point
The slowdown in PagerDuty's revenue growth is attributed to macroeconomic conditions, not structural issues. PD's strategic pivot to focus on enterprise accounts is promising, with strong execution evident in growing large accounts and stable ARR growth. Valuation is attractive, with potential for significant upside as revenue growth accelerates, potentially reaching a share price of ~$33, representing ~76% upside.
Bears are Losing Control Over PagerDuty (PD), Here's Why It's a 'Buy' Now
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.
What Makes PagerDuty (PD) a New Buy Stock
PagerDuty (PD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
PagerDuty Q2 Earnings Beat Estimates, Shares Fall on Weak FY25 View
PD's second-quarter fiscal 2025 results benefit from an expanding customer base. However, weak top-line guidance negatively impacts share price.
2 Cybersecurity Stocks Struggling After Earnings
Two cloud-related stocks are putting pressure on the sector today.
Core & Main Reports Downbeat Results, Joins Rev Group, PagerDuty, Dollar Tree And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
U.S. stock futures were lower this morning, with the Nasdaq futures dipping over 100 points on Wednesday.
PagerDuty Q2: Encouraging Signs Of An Inflection (Rating Upgrade)
PagerDuty's Q2 FY25 earnings report shows stabilization in customer metrics and revenue, leading to an upgrade from Sell to Hold. The company reported a 7.8% y/y revenue increase to $116 million, with ARR growing 10% y/y, indicating potential growth in H2 FY25. Management's cost control measures improved operating margins by 400 basis points, with adjusted operating margins reaching 17.3% in Q2.
PagerDuty, Inc. (PD) Q2 2025 Earnings Call Transcript
PagerDuty, Inc. (NYSE:PD ) Q2 2025 Earnings Conference Call September 3, 2024 5:00 PM ET Company Participants Tony Righetti - VP, IR Jennifer Tejada - CEO Howard Wilson - CFO Conference Call Participants Sanjit Singh - Morgan Stanley Koji Ikeda - Bank of America Securities Jacob Roberge - William Blair Andrew Sherman - TD Cowen Jeff Van Rhee - Craig Hallum Kingsley Crane - Canaccord Genuity John Gomez - Scotiabank Operator Good afternoon, folks. Sorry for the delay.
PagerDuty (PD) Q2 Earnings Beat Estimates
PagerDuty (PD) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.19 per share a year ago.
