Pagerduty Stock Price, News & Analysis

PagerDuty (NYSE: PD) reported its Q1 FY2026 financial results with revenue growing 7.8% YoY to $119.8 million. The company posted a GAAP operating loss of $10.3 million but achieved non-GAAP operating income of $24.4 million. Key metrics include: ARR growth of 7% YoY to $496 million, customers with ARR over $100K increased 5% to 848, and dollar-based net retention rate was 104%. The company maintained strong liquidity with $597.1 million in cash and investments. For FY2026 guidance, PagerDuty revised revenue expectations downward to $493-499 million (5-7% YoY growth) but raised non-GAAP EPS guidance to $0.95-$1.00. Notable achievements include FedRAMP Low Authorization and a Strategic Collaboration Agreement with AWS.

PagerDuty (NYSE:PD), a digital operations management company, has scheduled its first quarter fiscal year 2026 earnings release for May 29, 2025, after market close. The quarter ended on April 30, 2025. The company will host a live Zoom video call for analysts and investors at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day. Participants can join via video using meeting ID 991 4397 7754 or dial in for audio-only at 1-312-626-6799. The earnings release and video call will be accessible through PagerDuty's investor relations events page, with a replay available afterward.

PagerDuty has renewed its strategic collaboration agreement (SCA) with Amazon Web Services (AWS) to enhance its AI-powered incident management capabilities. The partnership, which began in 2013, serves 6,000 joint customers globally through the PagerDuty Operations Cloud platform. The renewed agreement focuses on integrating AWS's advanced generative AI services within PagerDuty's platform to improve operational resilience across industries. Key achievements include PagerDuty's integration with Amazon Q Business, Amazon Bedrock, and Amazon Bedrock Guardrails in 2024, and being named the 2023 AWS Marketplace Partner of the Year for North America. The collaboration has shown tangible results, with customers like TUI reporting a 30% reduction in incident recovery time. The partnership aims to help organizations better detect, respond to, and prevent operational disruptions while making it easier to procure and deploy PagerDuty's solutions through AWS Marketplace.

PagerDuty (NYSE: PD) has announced the appointment of Donald J. Carty to its Board of Directors through a cooperation agreement with Scalar Gauge Fund. Carty joins as a Class I director with a term until 2026 and will serve on the Audit Committee, expanding the board to ten members.

This appointment marks the third independent director addition in the past 12 months, reflecting PagerDuty's strategic shift toward enterprise customers. The company is focusing on its Operations Cloud platform and enterprise revenue base to drive profitable growth.

The cooperation agreement with Scalar Gauge Fund includes customary standstill provisions and voting commitments, demonstrating a collaborative approach to enhance shareholder value. The full agreement details will be filed with the SEC on Form 8-K.

PagerDuty (NYSE:PD) has been named a Leader and Outperformer in the 2025 GigaOm Radar for IT Incident Response Platforms for the third consecutive year. The company achieved top three scores across all evaluation categories, with exceptional ratings of:

• 4.4/5 for Key Features
• 4.5/5 for Emerging Features
• 4.4/5 for Business Criteria

The GigaOm report highlighted the PagerDuty Operations Cloud's strengths in advanced incident response management, mobile accessibility, and AIOps integration. The platform helps organizations detect, manage, and resolve incidents faster while reducing noise and automating manual processes. The SaaS platform serves over 30,000 customers with features including stakeholder communication, dynamic escalations, AI-driven prioritization, and real-time mobile notifications.

PagerDuty (NYSE:PD) has released a survey revealing significant adoption of artificial intelligence in business operations. The study, covering 1,000 IT and business executives across multiple countries, shows that 51% of companies are already using AI agents, with 86% expected to be operational with AI agents by 2027.

Key findings include:

• 63% of companies have fully integrated generative AI (GenAI)
• 62% expect over 100% ROI from agentic AI, with average expected returns of 171%
• 52% of companies expect AI agents to automate or accelerate 26-50% of workloads
• 75% of organizations are investing $1 million or more in AI initiatives

The survey indicates that 94% of companies believe they will adopt agentic AI more quickly than GenAI. Companies are addressing implementation challenges through various training initiatives, with 61% prioritizing organization-wide seminars and 56% offering external courses to employees.

PagerDuty (NYSE:PD) has achieved FedRAMP® Low Authorization for its Operations Cloud platform, marking a significant milestone in its commitment to serving federal government agencies. This authorization confirms PagerDuty's compliance with federal security requirements and officially lists the company as 'Authorized' on the FedRAMP Marketplace.

The company's digital operations management solution will help government agencies detect, prioritize, and resolve critical issues more efficiently through AI and automation capabilities. PagerDuty currently serves over 200 public sector entities and maintains active SOC 2 compliance. The company has announced plans to pursue FedRAMP Moderate authorization to further expand its federal government services.

PagerDuty (NYSE:PD) reported Q4 fiscal 2025 results with revenue reaching $121.4 million, up 9.3% year over year. The company announced a $150 million share repurchase program while maintaining strong business fundamentals.

Key Q4 metrics include a non-GAAP operating income of $22.3 million, with an 18.3% operating margin. Free cash flow was $28.6 million, with cash and investments totaling $570.8 million. Annual Recurring Revenue (ARR) grew 9% to $494 million, with 849 customers having ARR over $100,000.

For fiscal 2026, PagerDuty expects revenue between $500.0-507.0 million, representing 7-8% growth. The company introduced new Agentic AI offerings in their Operations Cloud platform and reported over 31,000 total customers, with 15,114 paid customers as of January 31, 2025.

PagerDuty (NYSE:PD) has appointed Allison Corley as Chief Customer Officer to lead the company's customer-centric strategy. Corley will oversee the Customer Success Group, including professional services, global customer success management, education services, customer support, renewal management and customer success engineering.

Corley joins from Smartsheet, where she served as Vice President of Customer Success. Her previous experience includes leadership roles at Workday as VP of Customer Experience - Global Strategy and Enablement, and positions at Microsoft, Dell, and EMC, totaling nearly 30 years in sales and customer success.

CEO Jennifer Tejada highlighted Corley's proven ability to drive customer adoption, retention, and lifetime customer value, noting her appointment comes at a time when customers are accelerating their digital initiatives.