Jul 2026 (Q2 FY27) — Aug 27, 2026
PagerDuty Q2 FY27 — ARR Crosses $500M, Operating Margin Exceeds Guidance
Read the full callPagerDuty (PD) earnings
- Jul 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
PagerDuty earnings: last reported Thu, 27 Aug 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 124 | +0.8% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 8.2 | +5.3 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 7.8 | −18.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
$16.69 +3.28% · +$0.53
Performance +7.5% 1Y
1Y: $15.52 on 17 Oct 2025 → $16.69. High $17.25 (15 Oct 2026), low $5.73 (10 Apr 2026).
- Previous close
- $16.16
- 52-week range
- $5.73 – $17.25
- One year
- +5.43%
Overview
- Symbol
- PD
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Apr 2026 (Q1 FY27) — May 28, 2026
PagerDuty, Inc. Q1 FY27 — Profitability and Usage-Based Model Traction
Read the full callEvery analysed call
PagerDuty earnings calls (PD)
Financials
What the filings say
Net profit, year on year: −19% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 119 | 121 | 120 | 123 | 125 | 125 | 121 | 124 |
| Operating profit | -10 | -12 | -10 | 4 | 8 | 5 | 9 | 10 |
| Operating margin | −8.7% | −9.7% | −8.6% | 2.9% | 6.5% | 3.6% | 7.6% | 8.2% |
| Interest | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Profit before tax | -5 | -8 | -7 | 8 | 12 | 7 | 11 | 12 |
| Tax rate | −13.2% | −5.3% | −12.4% | −24.7% | −1276.1% | −24.4% | 53.1% | 36.1% |
| Net profit | -6 | -9 | -7 | 10 | 162 | 9 | 5 | 8 |
| EPS ($ per share) | -0.07 | — | -0.07 | 0.11 | 1.72 | — | 0.13 | 0.06 |
| Line item | Jan 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | — | — |
| Reserves | -129 | -179 | -248 | -349 | -477 | -552 | -595 | -422 |
| Total liabilities | 93 | 127 | 429 | 539 | 576 | 746 | 779 | 720 |
| Fixed assets | 6 | 12 | 13 | 18 | 18 | 18 | 21 | 29 |
| Investments | 0 | 227 | 221 | 194 | 203 | 208 | 224 | 232 |
| Total assets | 197 | 435 | 795 | 806 | 818 | 925 | 927 | 991 |
| Line item | Jan 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -6 | -0 | 10 | -6 | 17 | 72 | 118 | 115 |
| Cash from investing | -4 | -232 | -49 | 17 | -86 | -31 | -20 | -18 |
| Cash from financing | 94 | 226 | 254 | -1 | -6 | 52 | -116 | -206 |
| Net cash flow | 84 | -6 | 215 | 11 | -76 | 93 | -18 | -110 |
| Capital expenditure | -4 | -5 | -4 | -3 | -5 | -2 | -3 | -3 |
| Free cash flow | -9 | -5 | 6 | -9 | 12 | 70 | 115 | 112 |
PD operating KPIs by quarter
| KPI | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|
| Annual recurring revenue (ARR) | $496MQuarterly revenue was $121 million, up 1% year-over-year and annual recurring revenue was $496 million, flat year-over-year.Source: earnings call transcript | $501MOur confidence stems from the positive signs in the business with annual recurring revenue crossing the $500 million milestone, ending at $501 million, an increase of $6 million in the quarter.Source: earnings call transcript | +1% |
| Net revenue retention rate | 97%Dollar-based net retention was 97%, we expect our continued customer success and renewal initiatives, along with our operations cloud pricing to result in stabilization of DBNR and for it to gradually increase throughout the year.Source: earnings call transcript | 98%Dollar-based net retention was 98%, up sequentially and annualized gross retention also improved sequentially.Source: earnings call transcript | +1 pt |
| Customers Paid | 15.38KTotal paid customers grew to 15,380 in Q1, adding 133 net new customers since the year ago period.Source: earnings call transcript | 15K+With more than 15,000 paying customers relying on the PagerDuty platform, including nearly 2/3 of the Fortune 100, we see firsthand the massive volume of AI-generated enterprise software now being deployed and exactly how it's evolving.Source: earnings call transcript | — |
| Remaining performance obligation (RPO) | ~$441MAt the end of Q1, total RPO was approximately $441 million increasing 3% year-over-year.Source: earnings call transcript | $426MTotal RPO was $426 million, $1 million higher than year-over-year.Source: earnings call transcript | — |
| Remaining performance obligation (RPO) Current | ~$316MOf this amount, approximately $316 million or 72% is expected to be recognized over the next 12 months.Source: earnings call transcript | ~$309MOf this amount, approximately $309 million is expected to be recognized over the next 12 months, which represents a 5% year-over-year increase versus Q2 FY '26.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
44 filings between Dec 30, 2025 and Oct 14, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$12.77M
7 sales by 2 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 18
- Award — granted as compensation
- 4
- Option exercise — converted options into shares
- 15
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Tejada Jennifer | — | $9.21M | Sep 30, 2026 |
| Solomon Dan Alexandru | — | $3.56M | Dec 30, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 14, 2026 | DiLullo John D Chief Executive Officer | Tax withheld | 37,456 | $623.3K |
| Oct 14, 2026 | DiLullo John D Chief Executive Officer | Award | 294,464 | $0 |
| Oct 2, 2026 | Underwood Paul D. Insider | Tax withheld | 4,264 | $65.4K |
| Oct 2, 2026 | Prengel Eric Theodore Chief Financial Officer | Tax withheld | 19,277 | $295.7K |
| Oct 2, 2026 | Ferro Christopher G. Chief Legal Officer | Tax withheld | 5,887 | $90.3K |
| Oct 2, 2026 | Tejada Jennifer Executive Chair | Tax withheld | 71,210 | $1.09M |
| Sep 30, 2026 | Tejada Jennifer Executive Chair | Sale 10b5-1 plan | 107,000 | $1.62M |
| Sep 24, 2026 | Tejada Jennifer Executive Chair | Sale 10b5-1 plan | 8,000 | $120.0K |
| Aug 26, 2026 | DiLullo John D Chief Executive Officer | Tax withheld | 28,847 | $351.6K |
| Aug 26, 2026 | DiLullo John D Chief Executive Officer | Award | 294,464 | $0 |
| Jul 17, 2026 | Tejada Jennifer Executive Chair | Option exercise 10b5-1 plan | 96,847 | $193.7K |
| Jul 17, 2026 | Tejada Jennifer Executive Chair | Sale 10b5-1 plan | 96,847 | $1.01M |
| Jul 16, 2026 | Tejada Jennifer Executive Chair | Option exercise 10b5-1 plan | 302,100 | $604.2K |
| Jul 16, 2026 | Tejada Jennifer Executive Chair | Sale 10b5-1 plan | 302,100 | $3.23M |
| Jul 14, 2026 | Shootman Alex Director | Award | 40,946 | $0 |
| Jul 2, 2026 | Tejada Jennifer Executive Chair | Tax withheld | 71,210 | $710.7K |
| Jul 2, 2026 | Underwood Paul D. Insider | Tax withheld | 4,264 | $42.6K |
| Jul 2, 2026 | Wilson Howard Insider | Tax withheld | 15,062 | $150.3K |
| Jul 2, 2026 | Prengel Eric Theodore Chief Financial Officer | Award | 600,000 | $0 |
| Jun 18, 2026 | Murthy Rathi Director | Award | 21,816 | $0 |
| Jun 18, 2026 | Stewart Bonita C. Director | Award | 21,816 | $0 |
| Jun 18, 2026 | Gomez Elena Director | Award | 21,816 | $0 |
| Jun 18, 2026 | Losch William E Director | Award | 21,816 | $0 |
| Jun 18, 2026 | Carlson Teresa Director | Award | 21,816 | $0 |
| Jun 18, 2026 | CARTY DONALD J Director | Award | 21,816 | $0 |
| Jun 18, 2026 | FRANKLIN SARAH JOYCE Director | Award | 21,816 | $0 |
| Jun 18, 2026 | NELSON ZACHARY Director | Award | 21,816 | $0 |
| May 19, 2026 | Tejada Jennifer Executive Chair | Option exercise 10b5-1 plan | 105,101 | $210.2K |
| May 19, 2026 | Tejada Jennifer Executive Chair | Sale 10b5-1 plan | 105,101 | $727.3K |
| May 18, 2026 | Tejada Jennifer Executive Chair | Sale 10b5-1 plan | 358,400 | $2.50M |
| May 18, 2026 | Tejada Jennifer Executive Chair | Option exercise 10b5-1 plan | 358,400 | $716.8K |
| May 11, 2026 | DiLullo John D Chief Executive Officer | Award | 824,499 | $0 |
| Apr 2, 2026 | Underwood Paul D. Insider | Tax withheld | 3,323 | $21.3K |
| Apr 2, 2026 | Underwood Paul D. Insider | Award | 25,000 | $0 |
| Apr 2, 2026 | Wilson Howard Chief Financial Officer | Tax withheld | 17,816 | $114.0K |
| Apr 2, 2026 | Tejada Jennifer Chief Executive Officer | Award | 530,035 | $0 |
| Apr 2, 2026 | Tejada Jennifer Chief Executive Officer | Tax withheld | 69,062 | $442.0K |
| Feb 9, 2026 | Aronson Scott Matthew Director | Award | 57,544 | $0 |
| Jan 9, 2026 | Underwood Paul D. Insider | Award | 42,000 | $0 |
| Jan 2, 2026 | Underwood Paul D. Insider | Award | 42,000 | $0 |
| Jan 2, 2026 | Underwood Paul D. Insider | Tax withheld | 2,165 | $26.8K |
| Jan 2, 2026 | Tejada Jennifer Chief Executive Officer | Tax withheld | 57,730 | $715.3K |
| Jan 2, 2026 | Wilson Howard Chief Financial Officer | Tax withheld | 18,594 | $230.4K |
| Dec 30, 2025 | Solomon Dan Alexandru Director | Sale 10b5-1 plan | 266,667 | $3.56M |
| Oct 10, 2025 | Tejada Jennifer Chief Executive Officer | Gift | 31,368 | $0 |
| Oct 10, 2025 | Tejada Jennifer Chief Executive Officer | Gift | 31,368 | $0 |
| Oct 10, 2025 | Tejada Jennifer Chief Executive Officer | Gift | 62,736 | $0 |
| Oct 9, 2025 | Tejada Jennifer Chief Executive Officer | Gift | 26,946 | $0 |
| Oct 9, 2025 | Tejada Jennifer Chief Executive Officer | Gift | 13,473 | $0 |
| Oct 9, 2025 | Tejada Jennifer Chief Executive Officer | Gift | 13,473 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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