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Jul 31, 2021

PagerDuty Q2 2022 Earnings Report

PagerDuty's Q2 2022 financial results showed strong revenue growth and increasing adoption of its platform.

Key Takeaways

PagerDuty reported a 33.2% year-over-year increase in revenue to $67.5 million in Q2 2022. The company's customer base grew to nearly 18,000, and the dollar-based net retention rate was 126%.

Revenue increased by 33.2% year-over-year to $67.5 million.

GAAP gross margin was 82.3%, while non-GAAP gross margin was 84.2%.

Nearly 18,000 companies are now using PagerDuty's platform.

Dollar-based net retention rate stood at 126%.

Total Revenue
$67.5M
Previous year: $50.7M
+33.2%
EPS
-$0.13
Previous year: -$0.04
+225.0%
Total Paid Customers
18K
Gross Profit
$55.6M
Previous year: $44.1M
+26.1%
Cash and Equivalents
$355M
Previous year: $377M
-5.9%
Free Cash Flow
-$12.9M
Previous year: $1.36M
-1050.6%
Total Assets
$779M
Previous year: $719M
+8.2%

PagerDuty

PagerDuty

Forward Guidance

For the third quarter of fiscal 2022, PagerDuty expects total revenue of $69.0 million - $71.0 million, representing a growth rate of 28% - 32% year over year and Non-GAAP net loss per share of $0.10 - $0.09 assuming approximately 85 million shares. For the full fiscal year 2022, PagerDuty expects total revenue of $273.0 million - $276.0 million, representing a growth rate of 28% - 29% year over year and Non-GAAP net loss per share of $0.39 - $0.35 assuming approximately 84 million shares.

Positive Outlook

  • Total revenue of $69.0 million - $71.0 million, representing a growth rate of 28% - 32% year over year
  • Non-GAAP net loss per share of $0.10 - $0.09 assuming approximately 85 million shares
  • Total revenue of $273.0 million - $276.0 million, representing a growth rate of 28% - 29% year over year
  • Non-GAAP net loss per share of $0.39 - $0.35 assuming approximately 84 million shares
  • Continued growth in customer base and platform adoption

Challenges Ahead

  • Uncertainties related to the COVID-19 pandemic
  • Ability to achieve and maintain future profitability
  • Ability to attract new customers and retain existing customers
  • Dependence on revenue from a single product
  • Increasingly competitive market