PagerDuty Inc
F:2TY
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PagerDuty Inc
F:2TY
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PagerDuty Inc
PagerDuty sells software that helps companies respond when digital systems break or slow down. Its platform pulls in alerts from monitoring, cloud, security, and developer tools, then routes the right alert to the right person, manages on-call schedules, and helps teams coordinate the response. In simple terms, it is the command center that helps engineers and operations teams handle outages and urgent technical problems. Its main customers are businesses that run important software and online services, especially IT operations, DevOps, site reliability, and security teams. PagerDuty makes money mainly by selling subscriptions to its software, with customers paying for access to the platform and for additional features that support larger teams and more advanced workflows. That recurring software model gives it a steady role inside the customer’s day-to-day operations. What makes PagerDuty different is that it sits between the tools that detect a problem and the people who fix it. Many companies already have monitoring systems, but PagerDuty turns those alerts into organized action by deciding who should be paged, tracking the incident, and helping teams learn from it afterward. That makes it a specialized layer in the digital operations stack, not just another monitoring tool.
PagerDuty sells software that helps companies respond when digital systems break or slow down. Its platform pulls in alerts from monitoring, cloud, security, and developer tools, then routes the right alert to the right person, manages on-call schedules, and helps teams coordinate the response. In simple terms, it is the command center that helps engineers and operations teams handle outages and urgent technical problems.
Its main customers are businesses that run important software and online services, especially IT operations, DevOps, site reliability, and security teams. PagerDuty makes money mainly by selling subscriptions to its software, with customers paying for access to the platform and for additional features that support larger teams and more advanced workflows. That recurring software model gives it a steady role inside the customer’s day-to-day operations.
What makes PagerDuty different is that it sits between the tools that detect a problem and the people who fix it. Many companies already have monitoring systems, but PagerDuty turns those alerts into organized action by deciding who should be paged, tracking the incident, and helping teams learn from it afterward. That makes it a specialized layer in the digital operations stack, not just another monitoring tool.
Beat: PagerDuty topped the high end of guidance for both revenue and operating margin, with Q1 revenue of $121 million and operating margin of 25%.
Transition: Management said the shift to usage-based pricing is gaining traction, with ARR from customers on the new model nearly doubling from Q4 to Q1.
Retention: Dollar-based net retention was 97%, while gross retention improved sequentially; management expects retention to stabilize and gradually improve through the year.
Growth drivers: New customer wins, expansion at large enterprises, and rising usage from AI and automation were highlighted as the main engines for future growth.
Leadership: Jennifer Tejada moved to Executive Chair and John DiLullo officially stepped in as CEO, with the company describing the transition as smooth and deliberate.
Capital return: PagerDuty completed its $200 million repurchase program, bought back 8.5 million shares for $63 million in Q1, and launched a new $100 million buyback authorization.
