PD Q4 2026

Q1 2027 Q4 2026 Q3 2026 Q2 2026

Earnings

PagerDuty delivered a mixed but largely better-than-expected fourth quarter for fiscal 2026, posting adjusted EPS of $0.29 against a consensus estimate of $0.25, a beat of 16.51%, while revenue of $124.78 million edged past the $122.96 million consen… Read more PagerDuty delivered a mixed but largely better-than-expected fourth quarter for fiscal 2026, posting adjusted EPS of $0.29 against a consensus estimate of $0.25, a beat of 16.51%, while revenue of $124.78 million edged past the $122.96 million consensus by 1.48% and grew 2.8% year over year. The profitability outperformance was driven by meaningful margin expansion, with non-GAAP operating margin reaching 23.9% compared to 18.3% a year ago, reflecting disciplined cost management even as top-line growth remained modest. The results were tempered, however, by weaker retention metrics; annual recurring revenue grew just 1% to $499 million and dollar-based net retention slipped to 98% from 106% a year ago, signaling ongoing contraction headwinds that at least one analyst called disappointing. Looking ahead, PagerDuty guided Q1 fiscal 2027 revenue to $118 million to $120 million, with full-year 2027 revenue of $488.5 million to $496.5 million, a midpoint implying roughly flat growth as the company navigates churn pressures while expanding its AI-native customer base.