PDNYSEServices-Prepackaged SoftwareUS GAAP · USD

PagerDuty, Inc.

PagerDuty is a U.S.-based software company that provides a cloud platform for incident management, operations automation, and digital operations workflows. Its products help organizations detect, coordinate, and resolve urgent issues across IT, engineering, security, and customer service teams through subscription software and related license models.

Liikevaihto493milj. USD
+5,4 %v/v
Liikevoitto (EBIT)5,8milj. USD
+109,8 %v/v
EBIT-marginaali1,2%
+14,0 %-yks.v/v
Nettotulos173milj. USD
+505,7 %v/v
Vapaa kassavirta112milj. USD
−2,8 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−2000200400600milj. USD2021: 214 milj. USD2021: EBIT −66 milj. USD20212022: 281 milj. USD2022: EBIT −102 milj. USD20222023: 371 milj. USD2023: EBIT −129 milj. USD20232024: 431 milj. USD2024: EBIT −96 milj. USD20242025: 467 milj. USD2025: EBIT −60 milj. USD20252026: 493 milj. USD2026: EBIT 5,8 milj. USD20264935,8
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Incident Management60 %

Core subscription plans used to detect, route, and resolve incidents across teams.

AIOps10 %

Consumption-based event management and machine-learning tools for incident reduction.

Customer Service Operations10 %

Workflow software that connects customer cases to IT and development response teams.

Automation15 %

Runbook and workflow automation delivered as SaaS or self-hosted software.

PagerDuty Advance5 %

Usage-based generative AI capabilities sold to enhance mission-critical operations.

Asiakkaat

PagerDuty sells to organizations that need to manage urgent operational events across digital systems, with use cases spanning engineering, IT operations, security, and customer service. Its customer base ranges from startups to Fortune 100 enterprises, with enterprise accounts contributing the majority of revenue and the largest customers concentrated in software, financial services, telecom, retail, travel, and media.

Enterprise customers

Large organizations buy incident management, automation, and AIOps to standardize response across many teams and users.

Mid-market customers

Growing companies adopt lower-tier plans first and expand into broader workflows as operational complexity rises.

Startups and digital-native companies

Smaller technology companies use the platform for fast deployment and scalable incident response.

Regulated industries

Financial services, healthcare, insurance, and life sciences buy the platform for compliant operational coordination.

Government and public sector

Public agencies use the platform for operational response where security and authorization requirements matter.

Strategia

PagerDuty’s strategy centers on product innovation, especially AI and automation features that extend the platform beyond core incident management. It also aims to deepen enterprise penetration through field sales, while preserving self-service adoption that can expand into larger deployments over time.

Broaden the platform beyond incident managementKeskipitkä aikaväli

More use cases increase customer stickiness and raise expansion potential.

Deepen enterprise penetrationLyhyt aikaväli

Large customers drive most revenue and have more room for multi-product adoption.

Increase public sector accessKeskipitkä aikaväli

Compliance credentials can unlock regulated government demand.

Maantiede

Q2/2026

PagerDuty is headquartered in the United States and sells software globally through a cloud delivery model. The company highlights a broad international customer base, with specific emphasis on expanding U.S. public sector access and serving multinational enterprise accounts.

USA71 %
Other countries (US filing)29 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

PagerDuty depends on continued adoption of its cloud software in mission-critical environments, so product relevance, security, and uptime are central to its business risk profile. It also faces compliance, privacy, and public-sector authorization hurdles, while customer concentration is broad but still weighted toward enterprise accounts and regulated industries that can be slower to sell into.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Data privacy and security compliance1Cybersecurity and service availability2Enterprise sales execution3Public sector authorization risk4Cross-border data transfer and privacy rules5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Data privacy and security complianceVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The platform processes operational data for customers and third parties, so failures can lead to regulatory and contractual consequences.

    Kohdistuu: Global cloud software operations

  2. Cybersecurity and service availabilityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Incident management software is used during urgent events, so outages or attacks can damage trust and retention.

    Kohdistuu: Cloud-hosted platform

  3. Enterprise sales executionVaikutus: KeskitasoTodennäköisyys: Korkea

    Revenue depends heavily on expanding large accounts and winning complex enterprise deals.

    Kohdistuu: Enterprise customer base

  4. Public sector authorization riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Federal and regulated customers may require certifications such as FedRAMP before purchasing.

    Kohdistuu: U.S. government and regulated industries

  5. Cross-border data transfer and privacy rulesVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    International customers and data flows can be affected by changing legal requirements.

    KohdistuuUnited StatesEuropeOther jurisdictions

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition for subscriptions and usage-based services

Recurring contracts and consumption-based products can shift revenue timing across periods.

Vaikutus: Affects quarterly revenue comparability and deferred revenue balances

Deferred revenue

Annual prepayments and multi-period contracts create timing differences between cash collection and revenue recognition.

Vaikutus: Important for assessing backlog and near-term revenue visibility

Capitalized software costs

Software development costs are capitalized and amortized over time, affecting operating expense timing.

Vaikutus: Can materially influence reported operating margin trends

Long-lived asset impairment

Office leases, capitalized software, and acquired intangibles may require impairment testing.

Vaikutus: Can create non-cash charges and volatility in earnings

Non-GAAP adjustments

Stock compensation, amortization, taxes, and other items are excluded in adjusted metrics.

Vaikutus: Changes the gap between GAAP and non-GAAP profitability

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 24.9.2026

PagerDuty, Inc. (PD) liikevaihto, tulos ja tunnusluvut 2026 – Clarifo