PagerDuty, Inc.(PD)— Stock Profile, AI Score & Financials
Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
PagerDuty, Inc. (PD) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores PD at 60.4/100 on a 32-signal composite quality model, placing it at rank #860 of 2,961 stocks — the top half of the AI-ranked universe. PD scores in the top quartile across profitability (96.1), balance sheet strength (96.0), free cash flow (79.4). Areas of concern include earnings quality (33.2) and revenue scale (37.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), PagerDuty, Inc. reports quarterly revenue of $124.4M, net income of $7.8M, an operating margin of 8.2%. Top institutional holders of PD by reported 13-F value include Lynrock Lake, BlackRock, Context Capital Management, based on the most recent SEC filings. PD trades on the NYSE exchange and files with the SEC under CIK 1568100. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PagerDuty, Inc. directly from SEC EDGAR.
AI Quality Score
60.4/100
AI Rank
#860
Revenue
$124.4M
Net Income
$7.8M
Free Cash Flow
$34.7M
Operating Margin
8.2%
PD key financials by period
PagerDuty, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$492.5M
$173.4M
1.2%
FY 2025
10-K
$467.5M
$-42.7M
-12.8%
FY 2024
10-K/A
$430.7M
$-75.2M
-22.4%
FY 2023
10-K/A
$370.8M
$-128.4M
-34.9%
FY 2022
10-K/A
$281.4M
$-107.5M
-36.1%
FY 2021
10-K
$213.6M
$-68.9M
-31.0%
Institutions holding PD
Institutional investors reporting a position in PagerDuty, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-05-28 — Q1 FY2027 (three months ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
PagerDuty returned to profitability with net income of $5.3M on flat revenue of $121.0M, while operating expenses declined 16.4% YoY due to headcount optimization and reduced stock-based compensation.
Biggest Revenue Drivers
Cloud-hosted and term-license software subscriptions$121.0M+1.0% YoY
Growth driven by new and existing customers, primarily through upsell of additional products and services.
Biggest Revenue Drivers
Total revenue: $121.0M+1.0% YoY
Cloud-hosted and term-license software subscriptions$121.0M+1.0% YoY
Growth driven by new and existing customers, primarily through upsell of additional products and services.
Largest Expense Items
Sales and marketing$39.6M-20.9% YoY
Decrease driven by reduced headcount, lower stock-based compensation, reduced training and travel costs, and lower media campaign spending.
Research and development$30.0M-11.9% YoY
Decrease primarily due to lower personnel costs from reduced stock-based compensation.
General and administrative$23.2M-13.7% YoY
Decrease driven by lower headcount, reduced stock-based compensation, and lower consulting services spend.
Cost of revenue$19.0M-0.9% YoY
Slight decrease from lower amortization of intangible assets and reduced outside services, offset by increased hosting and infrastructure costs.
Margins: Gross margin expanded slightly to 84.3% from 84.0% YoY despite flat revenue, reflecting operational leverage. Operating margin improved dramatically to 7.6% from -8.6% loss in prior year due to 16.4% reduction in total operating expenses.
Watch Items from the Filing
Dollar-based net retention rate declined to 97% from 104% YoY, indicating customer contraction or lower expansion, representing a significant slowdown in land-and-expand dynamics.
CEO transition announced in May 2026 with Jennifer Tejada departing and John DiLullo appointed as new CEO; CFO Howard Wilson also announced planned retirement—dual leadership transitions may create execution risk.
ARR essentially flat at $495.6M vs $496.0M YoY, indicating revenue stagnation; customer count increased modestly to 15,380 from 15,247 but customers >$100K ARR grew only 12 to 860.
Company completed $200M share repurchase program in Q1, retiring shares through open market purchases at average $10.75/share, reducing share count from 92.2M to 76.7M shares.
Remaining performance obligations of $441M with 72% expected to recognize within 12 months; deferred revenue decreased slightly to $243.4M from $248.9M sequentially, indicating potential headwinds.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
