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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.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.
- TimeTickerHeadlineOpen
- SOI
Q3 revenue €160m, up 18% sequentially, Edge & Cloud AI up 27%, Q4 set for 20% growth. - IFX
Q1 2026 revenue rose 7% year-over-year, driven by AI demand and increased investments. - ELS
2025 revenue soared 11x to $23M, with strong cash, major contracts, and a robust 2026 outlook. - V2RETAIL
Q3 FY26 saw 57% revenue and 99% PAT growth, with robust expansion and capital infusion. - UBSG
Net profit surged 53% in FY25, with integration and cost savings driving strong results. - 524348
Q3 FY26 revenue up 8% and PAT up 58%, with margin recovery and new projects ramping up. - BOTX
Record gold output and profit, with investments driving strong growth outlook for 2026. - BAJAJFINSV
Q3 FY26 profit was flat at ₹2,229 crore as strong growth was offset by one-time charges. - WAF
Sales and EBITDA fell, but 300 mm wafer demand grew as 2026 outlook remains challenging. - DEVYANI
Q3 FY26 saw double-digit revenue growth, margin gains, net losses, and major strategic changes.
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