PagerDuty(NYSE) PD

PagerDuty, Inc. helps companies keep their websites and apps running smoothly. It alerts technical teams when digital systems break so they can fix them quickly. This prevents businesses from losing money during technology failures.

Fixing Tech Before It Breaks

• Operations Cloud: Central intelligence system that collects digital signals from monitoring and security tools; automates responses to fix tech issues.
• On-Call Management: Alerting system that organizes schedules for technical teams; notifies the right person when software fails.
• Workflow Automation: Software that connects technical operations with collaboration tools; coordinates responses across different business departments.
• AI-Powered Orchestration: Agentic workflows and machine learning tools; uses artificial intelligence to find and fix digital incidents faster.

Strategic Moves and New Pricing

• Introduced flexible usage-based pricing models in fiscal 2027 to scale between human responders and automated solutions.
• Expanded the platform integration ecosystem to include over 750 direct connections with external software tools.
• Adopted the Model Context Protocol to integrate platform capabilities with large language model-powered AI agents.
• Repurchased a total of 18,606,569 shares of common stock for $200.0 million under the 2025 Share Repurchase Program.

What Makes PagerDuty Essential

Nearly half of the Fortune 500 and approximately two-thirds of the Fortune 100 rely on the company as mission-critical infrastructure. The platform acts as a central system of intelligence by ingesting signals from over 750 integrations across the entire enterprise technology stack.

A Look at the Numbers

• Revenue reached $124.4 million for the three-month period ended July 31, 2026, up 0.8% year over year.
• Annual recurring revenue grew to $501.4 million as of July 31, 2026.
• Free cash flow hit $74.0 million for the six-month period ended July 31, 2026, up from $59.2 million in the prior-year period.
• The company served 884 customers with more than $100,000 in annual recurring revenue as of July 31, 2026.
• Non-GAAP operating income was $29.5 million for the three-month period ended July 31, 2026.

Bottom Line

PagerDuty has evolved from a single tool for developers into a broad cloud platform for managing complex enterprise operations. Its transition toward multiyear agreements and AI-driven automation helps large organizations maintain reliable digital services.