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Jul 31, 2020

PagerDuty Q2 2021 Earnings Report

PagerDuty's revenue increased by 26% year-over-year, with significant customer growth and platform expansion.

Key Takeaways

PagerDuty announced strong second quarter results with revenue increasing 26% year-over-year to $50.7 million. The company saw growth in customers with ARR over $100,000 and expanded its platform integrations.

Revenue increased 25.7% year-over-year to $50.7 million.

GAAP gross margin was 86.9%, and non-GAAP gross margin was 87.4%.

PagerDuty had 13,346 customers as of July 31, 2020.

Net cash provided by operations was $2.0 million, or 4.0% of revenue.

Total Revenue
$50.7M
Previous year: $40.4M
+25.7%
EPS
-$0.04
Previous year: -$0.07
-42.9%
Gross Profit
$44.1M
Cash and Equivalents
$377M
Free Cash Flow
$1.36M
Total Assets
$719M

PagerDuty

PagerDuty

Forward Guidance

For the third quarter of fiscal 2021, PagerDuty expects total revenue of $52.0 million - $53.0 million, representing a growth rate of 22% - 24% year-over-year and Non-GAAP net loss per share of $0.11 - $0.10 assuming approximately 79 million shares. For the full fiscal year 2021, PagerDuty expects total revenue of $206.0 million - $211.0 million, representing a growth rate of 24% - 27% year-over-year and Non-GAAP net loss per share of $0.30 - $0.27 assuming approximately 79 million shares.

Positive Outlook

  • Total revenue of $52.0 million - $53.0 million, representing a growth rate of 22% - 24% year-over-year
  • Non-GAAP net loss per share of $0.11 - $0.10 assuming approximately 79 million shares
  • Total revenue of $206.0 million - $211.0 million, representing a growth rate of 24% - 27% year-over-year
  • Non-GAAP net loss per share of $0.30 - $0.27 assuming approximately 79 million shares
  • Continued Expansion Within Existing Customers

Challenges Ahead

  • Effect of uncertainties related to the COVID-19 pandemic on U.S. and global markets
  • Our ability to achieve and maintain future profitability
  • Our ability to attract new customers and retain and sell additional functionality and services to our existing customers
  • Our ability to sustain and manage our growth
  • Our dependence on revenue from a single product