PD Earnings Prediction
The chart below shows how PD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PD sees a +4.67% change in stock price 10 days leading up to the earnings, and a +2.17% change 10 days following the report. On the earnings day itself, the stock moves by -2.06%. This data can give you a slight idea of what to expect for the next quarter's release.
PD Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
118.95M
9.41%
2.60%
Gross Margin
82.96%
1.32%
0.34%
Operating Margin
-8.46%
-54.05%
-37.79%
Net Margin
-5.15%
-57.23%
-46.63%
EPS
-0.07
-56.25%
-50.00%
No Data Available
PD Earnings Analysis
PagerDuty, Inc. Corporation (PD.N) Earnings Conference Call
Positive
Revenue and Margin Expansion: Revenue growth increased to 9% and non-GAAP operating margin expanded to 21%.
Net New ARR Growth: Net new ARR of $9 million in the quarter was a 21% increase over Q3 of last year.
Annual Recurring Revenue Growth: Total annual recurring revenue increased to $483 million, growing 10% year-over-year for the fourth consecutive quarter.
Strong Net Retention: We delivered 107% dollar-based net retention, above our Q3 expectation and in line with our expectation for the full fiscal year.
Quarterly Cash Position: We ended the quarter with $542 million in cash, cash equivalents and investments.
Negative
Annual Recurring Revenue Growth: Total annual recurring revenue increased to $483 million, growing 10% year-over-year for the fourth consecutive quarter.
Q3 Opportunities Deferral Impact: We had an unusual number of large Q3 opportunities defer, and while they are not lost, these will delay ARR acceleration to FY '26.
Operating Income Increase: Operating income was $25 million or 21% of revenue, compared to $15 million or 14% of revenue in the same quarter last year.
Guidance Outperformance Factors: The outperformance relative to our guidance was driven by delays in headcount starts, and timing of marketing and consulting expenses.
Quarterly Cash Position: We ended the quarter with $542 million in cash, cash equivalents and investments.
