Digital operations platform PagerDuty (NYSE: PD) will be reporting results this Tuesday after the bell. Here’s what to look for.
PagerDuty met analysts’ revenue expectations last quarter, reporting revenues of $123.4 million, up 6.4% year on year. It was a slower quarter for the company, with EPS guidance for next quarter missing analysts’ expectations significantly and a significant miss of analysts’ billings estimates. It added 75 customers to reach a total of 15,322.
Is PagerDuty a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting PagerDuty’s revenue to grow 5.1% year on year to $125 million, slowing from the 9.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.25 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. PagerDuty has missed Wall Street’s revenue estimates three times over the last two years.
Looking at PagerDuty’s peers in the software development segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Datadog delivered year-on-year revenue growth of 28.4%, beating analysts’ expectations by 3.9%, and Dynatrace reported revenues up 18.1%, topping estimates by 1.3%. Datadog traded up 23% following the results while Dynatrace was down 7.2%.
Read our full analysis of Datadog’s results here and Dynatrace’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the software development stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.7% on average over the last month. PagerDuty is down 9.1% during the same time and is heading into earnings with an average analyst price target of $18.50 (compared to the current share price of $14.69).
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