NYSE$PD
PagerDuty Inc · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
PagerDuty's Q4 2021 earnings demonstrated strong revenue growth and customer expansion.
PagerDuty reported a record $59.3 million in revenue for Q4 2021, representing a 29.1% year-over-year increase. The company's total dollar-based net retention rate accelerated to 121%. PagerDuty had over 13,800 customers as of January 31, 2021.
- Revenue reached $59.3 million, a 29.1% increase year-over-year.
- Total dollar-based net retention rate accelerated to 121%.
- GAAP gross margin was 84.1%, while non-GAAP gross margin was 85.6%.
- Free cash flow was $2.3 million, or 3.8% of revenue.
Headline financials
Revenue & EPS history
PagerDuty · Revenue · Quarterly
$59.3M
Forward guidance
For Q1 2021, PagerDuty expects revenue between $61.0 million and $63.0 million, representing a growth rate of 23% - 27% year-over-year, and non-GAAP net loss per share between $0.10 and $0.09, assuming approximately 83 million shares. For the full fiscal year 2021, PagerDuty expects revenue between $264.0 million and $270.0 million, representing a growth rate of 24% - 26% year-over-year, and non-GAAP net loss per share between $0.43 and $0.36, assuming approximately 84 million shares.
Tailwinds
- Total revenue of $61.0 million - $63.0 million, representing a growth rate of 23% - 27% year-over-year
- Non-GAAP net loss per share of $0.10 - $0.09, assuming approximately 83 million shares
- Total revenue of $264.0 million - $270.0 million, representing a growth rate of 24% - 26% year-over-year
- Non-GAAP net loss per share of $0.43 - $0.36, assuming approximately 84 million shares
- Continued Expansion Within Existing Customers: PagerDuty had the eighth consecutive quarter in which approximately a third of its enterprise customers expanded.
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 Q4 2021
+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
| Quarter | Report date | Reaction (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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