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Jan 31, 2021

PagerDuty Q4 2021 Earnings Report

PagerDuty's Q4 2021 earnings demonstrated strong revenue growth and customer expansion.

Key Takeaways

PagerDuty reported a record $59.3 million in revenue for Q4 2021, representing a 29.1% year-over-year increase. The company's total dollar-based net retention rate accelerated to 121%. PagerDuty had over 13,800 customers as of January 31, 2021.

Revenue reached $59.3 million, a 29.1% increase year-over-year.

Total dollar-based net retention rate accelerated to 121%.

GAAP gross margin was 84.1%, while non-GAAP gross margin was 85.6%.

Free cash flow was $2.3 million, or 3.8% of revenue.

Total Revenue
$59.3M
Previous year: $45.9M
+29.1%
EPS
-$0.07
Previous year: -$0.03
+133.3%
Total Paid Customers
13.8K
Previous year: 12.7K
+8.7%
Gross Profit
$49.9M
Previous year: $39.6M
+26.1%
Cash and Equivalents
$339M
Previous year: $124M
+173.5%
Free Cash Flow
$2.3M
Previous year: -$182K
-1363.7%
Total Assets
$795M
Previous year: $435M
+82.7%

PagerDuty

PagerDuty

Forward Guidance

For Q1 2021, PagerDuty expects revenue between $61.0 million and $63.0 million, representing a growth rate of 23% - 27% year-over-year, and non-GAAP net loss per share between $0.10 and $0.09, assuming approximately 83 million shares. For the full fiscal year 2021, PagerDuty expects revenue between $264.0 million and $270.0 million, representing a growth rate of 24% - 26% year-over-year, and non-GAAP net loss per share between $0.43 and $0.36, assuming approximately 84 million shares.

Positive Outlook

  • Total revenue of $61.0 million - $63.0 million, representing a growth rate of 23% - 27% year-over-year
  • Non-GAAP net loss per share of $0.10 - $0.09, assuming approximately 83 million shares
  • Total revenue of $264.0 million - $270.0 million, representing a growth rate of 24% - 26% year-over-year
  • Non-GAAP net loss per share of $0.43 - $0.36, assuming approximately 84 million shares
  • Continued Expansion Within Existing Customers: PagerDuty had the eighth consecutive quarter in which approximately a third of its enterprise customers expanded.