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PagerDuty
PagerDuty (PD) investor relations material
PagerDuty 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Market opportunity and platform overview
Digital operations management is critical for enterprise resilience and customer experience in complex, AI-enabled environments.
The platform integrates over 700 APIs and supports both no-code and pro-code environments, with embedded AI and machine learning.
Four core pillars: incident management, AIOps, automation, and generative AI (PagerDuty Advance).
Over a million users, with a potential market of 87 million users across developers, operations, customer service, and security.
Incidents can cost enterprises up to $800,000 per minute, highlighting the value of operational resilience.
Product innovation and AI agents
Generative AI offerings (PagerDuty Advance) include four agents: Shift, SRE, Scribe, and Insights, automating and enhancing operations.
Agents handle tasks from scheduling to diagnostics, incident summarization, and operational recommendations.
Adoption of generative AI is gradual but growing, with robust security and compliance measures in place.
Customer collaboration and transparency are emphasized to build trust and ensure reliable AI deployment.
Early access and general availability of agents have been positively received by customers.
Pricing model and customer flexibility
Transitioning to a usage-based, flex pricing model, allowing customers access to the full Operations Cloud.
Customers commit to annual subscriptions with rate cards for different product actions, supporting flexible usage and top-ups.
Flex pricing removes friction, enabling broader product discovery and easier scaling within organizations.
The model is designed to avoid punitive overages and supports proactive management of usage and renewals.
Broader release of the flex pricing model is planned for early in the year.
How does PagerDuty ensure AI agent reliability?
Impact of new flex pricing on top-line growth
What is PagerDuty's M&A strategy?
Partial view of Summaries dataset, powered by Quartr API
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Next PagerDuty earnings date
Q4 202612 Mar, 2026
PagerDuty
Next PagerDuty earnings date
Q4 202612 Mar, 2026
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Eferix Drawings Google Play
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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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Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
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