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 +4.50% change in stock price 10 days leading up to the earnings, and a +4.16% change 10 days following the report. On the earnings day itself, the stock moves by -1.71%. This data can give you a slight idea of what to expect for the next quarter's release.
PD Key Earning Data
2024/Q4
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PD Earnings Analysis
PagerDuty Inc Corporation (PD.N) Earnings Conference Call
Positive
Earnings Beat Expectations: PagerDuty exceeded earnings expectations with reported EPS of $0.22 compared to expectations of $0.16.
Sustained Non-GAAP Profitability: The company achieved its third consecutive year of non-GAAP profitability, indicating strong business model durability.
Consistent Revenue Growth: Revenue and ARR both grew by 9% annually, showcasing consistent growth.
Operating Margin Expansion: Non-GAAP operating margin expanded by nearly 500 basis points to 18%, reflecting improved operational efficiency.
Improved Cash Flow Margin: Free cash flow margin increased from 15% to 23%, demonstrating enhanced cash generation capabilities.
Revenue Surpasses Guidance: In Q4, PagerDuty delivered $121 million in revenue, surpassing guidance ranges.
ARR Increase Summary: Incremental ARR increased by $11 million, bringing total ARR to $494 million.
Multiproduct Customer Growth: The percentage of multiproduct customers driving total ARR rose to 65%, up from 62% last year, indicating strong product adoption.
Customer Growth Milestone: The number of customers exceeding $1 million in ARR reached 72, highlighting significant customer growth.
High-Value Customer Growth: ARR from customers spending over $100,000 grew 12% year-on-year, now representing 71% of total ARR, showing strong demand in higher spending segments.
Negative
Revenue Growth Slowdown: Despite beating earnings expectations, the company reported only 9% annual growth in revenue and ARR, indicating a slowdown in growth compared to previous years.
Growth Moderation Ahead: There is a noted near-term moderation in growth as the company evolves its enterprise sales transformation, which may impact future performance.
Strategic Shift Uncertainty: The company is undergoing a strategic shift towards multiyear multiproduct platform partnerships, which may take time to yield results and could introduce uncertainty in the short term.
Investor Expectations vs. Growth Rate: While the non-GAAP operating margin expanded, the overall growth rate of 9% may not be sufficient to satisfy investor expectations for a tech company in a competitive market.
Customer Concentration Risk: The reliance on a small number of high-spending customers is concerning, as 71% of total ARR comes from customers spending over $100,000, which could pose risks if these customers reduce spending.
PD FAQs
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PD Earning Call Sentiment
PagerDuty, Inc. (NYSE:PD) Q4 2025 Earnings Call Transcript
PD.N
17.75%Positive
The earnings report shows strong financial performance with revenue and EPS exceeding expectations. Despite some risks like growth moderation and regulatory scrutiny, the company has a robust ARR growth and expanded margins. The Q&A reveals confidence in sales strategy and opportunities from legacy vendors. The lack of a share buyback program is a minor negative. Given the market cap, the positive sentiment and strong fundamentals suggest a stock price increase of 2% to 8% over the next two weeks.
