PagerDuty Reports Q1 Profit Reversal Driven by Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 28 2026
0mins
Source: NASDAQ.COM
- Profit Reversal: PagerDuty reported a net income of $10.25 million for Q1, translating to $0.13 per share, a significant turnaround from last year's net loss of $6.50 million, indicating strong improvements in revenue and margins.
- Revenue Growth: The company achieved a 1% year-over-year revenue increase to $120.97 million from $119.81 million, reflecting stable market demand and the competitiveness of its offerings.
- Customer Base Expansion: Customers with ARR exceeding $100,000 rose by 1% to 860, while total paid customers increased from 15,247 to 15,380, showcasing the company's success in customer acquisition and retention.
- Future Outlook: PagerDuty expects Q2 revenue between $122 million and $124 million, with adjusted earnings projected at $0.29 to $0.31 per share, and maintains its fiscal 2027 revenue guidance of $488.5 million to $496.5 million, demonstrating confidence in future growth.
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Analyst Views on PD
Wall Street analysts forecast PD stock price to rise
9 Analyst Rating
4 Buy
4 Hold
1 Sell
Moderate Buy
Current: 8.820
Low
12.00
Averages
16.14
High
20.00
Current: 8.820
Low
12.00
Averages
16.14
High
20.00
About PD
PagerDuty, Inc. is engaged in digital operations management platform that manages urgent and mission-critical work for digital business. The Company collects data and digital signals from virtually any software-enabled system or device and leverages enables machine learning to correlate, process, and predict opportunities and issues. It uses incident response, event management, and automation, the Company brings together the right people with the right information so they can resolve issues and act on opportunities in minutes or seconds from wherever they are. The PagerDuty Operations Cloud consists of PagerDuty Incident Management, AIOps, Process Automation, and Customer Service Operations. PagerDuty Incident Management provides a real-time view across the status of a digital service while incorporating intelligent noise reduction to remove false positives. PagerDuty Process Automation provides a centralized design time and run time environment for orchestrating automated workflows.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Channel Integration Advantage: As part of the agreement, Ingram Micro will onboard PagerDuty into its Australia line card and cloud marketplaces, which is expected to accelerate deal velocity and enhance customer adoption of PagerDuty's incident management platform.
- Operational Resilience Enhancement: Pip Health, Channel and Alliances Lead at PagerDuty, stated that this partnership will inject resilience, agility, and confidence into customers' mission-critical operations, further solidifying PagerDuty's market position.
- Future Growth Potential: By collaborating with Ingram Micro, PagerDuty not only aims to increase market penetration but also to gain a greater strategic advantage in the competitive digital operations landscape.
See More
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- Market Demand Response: This collaboration directly addresses the growing concerns across industries regarding operational continuity and resilience, particularly in finance, healthcare, and retail, by simplifying procurement processes and accelerating time-to-value for enterprises.
- Integrated Technology Advantage: Enterprise customers will gain access to integrated solutions with Ingram Micro's IT service management, security, and DevOps offerings, enhancing overall service capabilities and ensuring reliable operation of critical systems to meet market demands for efficient operations.
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- Operating Margin Improvement: The non-GAAP operating margin rose to 25%, driven by structural efficiencies and AI adoption, indicating the company's success in cost control and technological innovation.
- Customer Base Growth: The annual recurring revenue from usage-based products nearly doubled, showcasing the attractiveness of the new business model and suggesting further revenue growth potential in the future.
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See More
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