PagerDuty Q1 revenue inches up; co names John DiLullo as CEO

PagerDuty

28/05/2026 21:24

Overview
US operations management platform's fiscal Q1 revenue rose 1% yr/yr to $121 mln
Adjusted EPS for fiscal Q1 was $0.32
Company announced $100 mln share repurchase program and named John DiLullo as CEO

Outlook
PagerDuty sees Q2 revenue of $122 mln to $124 mln
Company expects Q2 non-GAAP EPS of $0.29 to $0.31
PagerDuty raises full-year non-GAAP EPS guidance to $1.27-$1.32

Result Drivers
AI OFFERINGS AND NEW PACKAGE - Co said expanding AI offerings and launch of new Operations Cloud usage-based package strengthened platform and support long-term growth
CUSTOMER BASE - Number of customers with ARR over $100,000 grew 1% and total paid customers rose slightly yr/yr

Company press release: ID:nBwbzydFga

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
 
$121 mln
 
Q1 Adjusted EPS
 
$0.32
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy."
Wall Street's median 12-month price target for PagerDuty Inc is $8.00, about 11.3% above its May 27 closing price of $7.19
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 9 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)