PagerDuty, Inc. (PD) Q1 2026 Earnings Call Transcript

This is a transcript of PagerDuty's Q1 2026 earnings call held on May 29, 2025, featuring CEO Jennifer Tejada and CFO Howard Wilson. The call, led by VP of Investor Relations Tony Righetti, included forward-looking statements regarding growth prospects, future revenue, operating margins, and total addressable market, all subject to risks and uncertainties. The discussion also involved non-GAAP financial measures, with a reconciliation to GAAP available in the earnings release on the company's investor relations website.

Analysis

PagerDuty, Inc. (NYSE:PD) commenced its Q1 Fiscal Year 2026 earnings conference call on May 29, 2025, with key management, including Chairperson and CEO Jennifer Tejada and CFO Howard Wilson, set to discuss financial results. The introductory remarks by Tony Righetti, Vice President of Investor Relations, primarily consisted of standard safe harbor statements. These statements cautioned that discussions would include forward-looking projections concerning growth prospects, future revenue, operating margins, net income, cash balance, and the total addressable market. It was emphasized that these projections are based on current management beliefs and assumptions and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially. The company also indicated the use of non-GAAP financial measures, with reconciliations to GAAP figures available in the earnings release. The provided information is procedural and does not contain specific Q1 2026 financial performance data or detailed guidance, aligning with the neutral sentiment score of 0.0 and a market impact score of 0.0.

Key Decisions for Investors

• Investors should await the full disclosure of PagerDuty's Q1 2026 financial results and specific forward-looking guidance presented later in the earnings call before making investment decisions.
• Key areas for scrutiny in the complete earnings report will include actual revenue figures, customer growth metrics, operating margin performance, and any quantitative details provided on the company's future outlook and total addressable market penetration.
• Monitor the company's detailed non-GAAP metrics and their reconciliation to GAAP, alongside management's commentary on underlying business trends and risk factors, to assess the sustainability of its growth and profitability.