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PagerDuty (PD) investor relations material
PagerDuty Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary25 Nov, 2025
Executive summary
Q3 revenue reached $125 million, up 4.7%-5% year-over-year, with ARR at $497 million (+3% YoY), and paid customers at 15,398, including 867 with over $100K ARR.
Achieved GAAP profitability for the second consecutive quarter, with net income of $160-$161.4 million, driven by a $154 million tax benefit.
Non-GAAP operating margin expanded to 28.5%-29%, and free cash flow margin was 16.8%-17%.
Customer acquisition showed double-digit growth, with high-value customer base ($100K+ ARR) up 5% year-over-year.
Transitioning from seat-based to usage-based, multi-year platform licensing to align with customer needs and drive growth.
Financial highlights
Q3 revenue: $124.5-$125 million (+4.7%-5% YoY); ARR: $497 million (+3% YoY).
Q3 GAAP net income: $160-$161.4 million, including a $154 million income tax benefit.
Non-GAAP operating margin: 28.5%-29%; operating income: $35.5-$36 million.
Gross margin: 85.3%-87%, above the 84%-86% target range.
Cash from operations: $24.8-$25 million; free cash flow: $20.9-$21 million.
Ended Q3 with $547.8 million in cash, cash equivalents, and investments.
Repurchased 2.4 million shares; $162 million remains under the $200 million repurchase plan.
Outlook and guidance
Q4 revenue expected at $122-$124 million (0%-2% growth); operating margin of 21%.
Full-year revenue guidance lowered to $490-$492 million (5% growth); operating margin raised to 24%.
Net income per diluted share for FY26 guided to $1.11-$1.12, up from prior $1-$1.04.
Management targets long-term non-GAAP operating margin of 30% and gross margin between 84%-86%.
Expect continued pressure on dollar-based net retention (DBNR) in Q4 due to seat-based reductions and budget caution.
How quickly will usage-based pricing offset DBNR pressure?
How does agentic suite adoption impact platform usage?
CRO's plan to accelerate multiyear usage model adoption
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Q4 202612 Mar, 2026
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Frequently asked questions
PagerDuty, Inc. operates a digital operations management platform for businesses in the United States and internationally. It provides solutions for alerting, on-call scheduling, escalation policies, investigation and remediation workflows, advanced reporting and analytics, machine learning and artificial intelligence based on incident data, and a developer platform to support the creation of applications. The company sells its solutions directly through salespeople; indirectly through resellers; and online. The company was formerly known as Windwise Software Incorporated.
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