Every 10-Q that PagerDuty, Inc. (PD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow PD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PD filings page.
PagerDuty, Inc. (PD) reported modest top-line growth but significantly improved profitability for the quarter and six months ended July 31, 2026. Revenue for the quarter was $124.4 million, up 0.8% year over year, with gross margin at 83.9%. Operating expenses fell, lifting income from operations to $10.2 million from $3.6 million a year earlier.
For the first six months of fiscal 2027, revenue was $245.4 million, up 0.9%, while income from operations swung to $19.4 million from a $6.8 million loss. Net income attributable to common stockholders rose to $15.0 million from $3.3 million, and operating cash flow increased to $81.2 million. Annual Recurring Revenue reached $501.4 million, with 884 customers above $100,000 ARR and a dollar-based net retention rate of 98%.
The company ended the quarter with $470.0 million in cash, cash equivalents, and investments, and $396.9 million in net convertible notes. It completed a prior $200 million repurchase program and began a new $100 million program, buying back 799,112 shares. After quarter-end, PagerDuty initiated a restructuring that will reduce headcount by about 15%, with estimated charges of $5.5–$7.5 million.
PagerDuty, Inc. reported revenue of $120.967 million for the three months ended April 30, 2026, up slightly from the prior year. The company generated net income attributable to common stockholders of $10.246 million, compared with a loss a year earlier, and diluted earnings per share of $0.13.
Operating margin improved as operating expenses fell 16% year over year, driving income from operations of $9.183 million. Operating cash flow strengthened to $44.283 million, while PagerDuty repurchased 8.53 million shares for $65.456 million. Annual recurring revenue was $495.6 million with a dollar-based net retention rate of 97%. Subsequent to quarter end, the board authorized a new $100 million share repurchase program and appointed John DiLullo as Chief Executive Officer, with former CEO Jennifer Tejada transitioning to Executive Chair.
PagerDuty (PD) reported sharply improved results for the quarter ended October 31, 2025. Revenue rose to $124.5 million from $118.9 million a year earlier, while income from operations flipped to a profit of $8.1 million versus a loss of $10.3 million. A large income tax benefit of $149.7 million, driven by releasing a valuation allowance on U.S. deferred tax assets, lifted net income to $161.4 million from a $6.1 million loss.
For the first nine months, revenue reached $367.8 million and net income attributable to common stockholders was $162.8 million, compared with a $43.9 million loss a year ago. Cash and cash equivalents were $324.3 million with a further $223.5 million in investments, against $402.5 million of convertible notes outstanding. PagerDuty repaid $57.5 million of 2025 notes and repurchased 2.35 million shares for $37.9 million under its 2025 buyback, leaving $162.1 million authorized. Annual recurring revenue was $497.1 million, up from $483.0 million a year earlier.