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Apr 30, 2020

PagerDuty Q1 2021 Earnings Report

PagerDuty started fiscal year 2021 with strong financial results.

Key Takeaways

PagerDuty reported a strong start to fiscal year 2021, with revenue increasing by 33% year-over-year to $49.8 million. The company's customer base grew to over 13,000, including 348 customers with annual recurring revenue exceeding $100,000, marking a 44% increase year-over-year.

Total revenue was $49.8 million, up 33% year-over-year.

PagerDuty had 13,060 customers as of April 30, 2020.

GAAP gross margin was 86.0%.

Cash and Cash Equivalents and Current Investments were $350.8 million as of April 30, 2020.

Total Revenue
$49.8M
Previous year: $37.3M
+33.4%
EPS
-$0.04
Previous year: -$0.22
-81.8%
Total Paid Customers
13.06K
Gross Profit
$42.8M
Cash and Equivalents
$139M
Free Cash Flow
-$2.9M
Total Assets
$466M

PagerDuty

PagerDuty

Forward Guidance

For the second quarter of fiscal 2021, PagerDuty expects total revenue of $50.0 million - $51.0 million, representing a growth rate of 24% - 26% year-over-year and Non-GAAP net loss per share of $0.07 - $0.06 assuming approximately 79 million shares.

Positive Outlook

  • Total revenue of $50.0 million - $51.0 million
  • Growth rate of 24% - 26% year-over-year
  • Non-GAAP net loss per share of $0.07 - $0.06
  • Approximately 79 million shares
  • Full fiscal year 2021, PagerDuty currently expects total revenue of $204.0 million - $213.0 million

Challenges Ahead

  • Non-GAAP net loss per share of $0.07 - $0.06
  • Growth rate of 24% - 26% year-over-year
  • Full fiscal year 2021, PagerDuty currently expects total revenue of $204.0 million - $213.0 million
  • Non-GAAP net loss per share of $0.30 - $0.25
  • Approximately 79 million shares