NYSE$PD

PagerDuty Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

PagerDuty reported Q3 2026, revenue of $287M, net income of $161.4M, diluted EPS of $1.69.

For Q3 2026, PagerDuty reported revenue of $287M, net income of $161.4M, diluted EPS of $1.69. Management discussed segment trends, liquidity, and priorities for upcoming periods as disclosed in the quarterly filing.

  • Revenue $287M.
  • Net income $161.4M.
  • Diluted EPS $1.69.

Headline financials

Total Revenue

$125M

Previous: $119M+4.7%
EPS (adj)

$1.69

Previous: $0.25+576.0%
Annual Recurring Revenue

$497M

No prior period
Customers w/ ARR > $100K

867

No prior period
Net Retention Rate

100.0%

No prior period
Paid Customers

15.4K

No prior period
All Customers

34.0K

No prior period
Remaining Performance Oblig.

$415M

No prior period
Capital Expenditures

-$2.06M

Previous: -$1.65M-25.0%
Free Cash Flow

$160M

Previous: -$7.57M+2207.4%
Net Income

$162M

Previous: -$5.92M+2827.7%
Operating Income

$8.08M

Previous: -$10.3M+178.5%
Gross Profit

$106M

Previous: $98.7M+7.6%
Cash & Equivalents

$324M

Previous: $326M-0.7%
Total Assets

$1.03B

Previous: $867M+18.6%

Revenue & EPS history

PagerDuty · Revenue · Quarterly

$125M

Q3 2026+4.7%vs Q3 2025
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Forward guidance

Management discusses PagerDuty's outlook, capital deployment, and key risks as disclosed in the earnings materials and periodic report.

Tailwinds

  • PagerDuty cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations and investment.

Headwinds

  • Macro, competitive, and input-cost pressures may affect margins.
  • Segment mix and one-time items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+0.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

-0.1%

Avg return

30 days after

45%

13 / 29 earnings

Positive

+34.1%

Q1 2027

Best reaction

-29.1%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+34.1%+25.3%
Q4 2026-3.0%-4.1%-21.2%
Q3 2026-23.5%-22.1%-13.3%
Q2 2026+6.2%+6.7%+2.8%
Q1 2026-11.3%-5.6%-5.4%
Q4 2025+17.7%+20.7%-0.9%
Q3 2025+1.7%+2.9%-11.3%
Q2 2025-8.6%-10.1%-10.9%
Q1 2025-2.4%-0.4%+18.0%
Q4 2024-9.1%-5.3%-5.4%
Q3 2024-1.2%-1.3%+5.2%
Q2 2024-7.3%-6.6%-12.3%
Q1 2024-15.5%-15.8%-17.4%
Q4 2023+14.7%+12.3%+19.4%
Q3 2023+6.4%+0.3%+19.4%
Q2 2023-9.7%-11.4%-11.4%
Q1 2023+2.4%+9.8%+0.1%
Q4 2022+30.9%+41.4%+31.6%
Q3 2022+17.9%+9.1%+0.1%
Q2 2022+8.2%+7.5%-3.4%
Q1 2022-15.9%-7.4%+0.4%
Q4 2021-8.3%+3.0%+3.2%
Q3 2021+19.1%+19.7%+21.6%
Q2 2021-29.1%-31.4%-24.6%
Q1 2021-7.2%-5.6%+6.0%
Q4 2020+23.4%+19.1%+40.0%
Q3 2020-15.0%-12.1%-5.0%
Q2 2020-14.6%-27.8%-27.2%
Q1 2020+2.8%+5.6%+0.2%
Q4 2019
Q3 2018
Q2 2018
Q1 2018
Q4 2017

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