PD PagerDuty, Inc.
Price Chart
Executive Summary
PagerDuty reported Q1 FY2027 revenue of $121.0M (+1% YoY), slightly below the $123.0M consensus, and non-GAAP EPS of $0.32, beating the $0.31 estimate by ~3%. The company maintained full-year revenue guidance of $488.5M-$496.5M but raised its non-GAAP EPS guidance to $1.27-$1.32 from $1.23-$1.28. The board authorized a new $100M share repurchase program. CEO Jennifer Tejada transitioned to Executive Chair, with John DiLullo taking over as CEO. The combination of a revenue miss, flat ARR, declining net retention (97% vs 104% YoY), and a CEO transition tempers the EPS beat and buyback announcement.
Key Financial Metrics
Actionable Insight
The revenue miss and flat ARR with declining net retention signal ongoing growth deceleration, partially offset by profitability improvements and the buyback. The CEO transition adds execution risk. Watch the Q2 FY2027 report for any signs of ARR re-acceleration or further guidance revision.
Key Facts
- Q1 FY2027 revenue of $121.0M, +1% YoY, below $123.0M consensus
- Non-GAAP EPS of $0.32 beat $0.31 estimate by ~3%
- GAAP EPS of $0.13 vs -$0.07 YoY; fourth consecutive quarter of GAAP profitability
- ARR flat YoY at $496M; dollar-based net retention fell to 97% from 104%
- Full-year FY2027 revenue guidance maintained at $488.5M-$496.5M
- Full-year non-GAAP EPS guidance raised to $1.27-$1.32 from $1.23-$1.28
- Board authorized a new $100M share repurchase program through May 2028
- CEO transition: Jennifer Tejada to Executive Chair, John DiLullo appointed CEO
- Free cash flow of $41.2M, up from $28.9M YoY; operating cash flow $44.3M
- Cash and investments totaled $444.0M as of April 30, 2026
Financial Impact
Revenue miss of ~$2M vs consensus; EPS beat of ~$0.01; $100M buyback authorization (~14% of market cap)
Risk Factors
- Flat ARR and declining net retention (97%) indicate slowing customer expansion
- CEO transition introduces near-term execution uncertainty
- Revenue growth decelerated to 1% YoY, the lowest in recent history
- Full-year revenue guidance implies ~0% growth at midpoint, suggesting no near-term re-acceleration
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001568100-26-000030 |
| Document: pd-20260527.htm | 0001568100-26-000030 |
| Document: 0001568100-26-000030-index-headers.html | 0001568100-26-000030 |
| Document: 0001568100-26-000030-index.html | 0001568100-26-000030 |
| Document: 0001568100-26-000030.txt | 0001568100-26-000030 |
| 8-K Data (Synthetic) | 0001568100-26-000030 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 28, 2026
17d ago
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8-K
| $9.95 $9.25 | ▼ −7.04% | ▼ −4.54% | $8.96 (−9.95%) |
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May 13, 2026
4w ago
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3
| $6.73 $7.05 | ▲ +4.75% | ▲ +5.47% | $8.96 (+33.14%) |
US Market Status
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