PagerDuty, Inc. Due Diligence

Run due diligence on PagerDuty, Inc.: check incident history and compliance and get alerts when suppliers or ownership change.

United States · owned by Independent (United States) · www.pagerduty.com · 30 vendors

PagerDuty, Inc. is a cloud-based digital operations management platform that helps organizations detect, respond to, and resolve critical IT incidents in real time. Its AI-first Operations Platform automates alerting, on-call scheduling, and incident response workflows for DevOps, IT, and business teams. The company is publicly traded on the New York Stock Exchange under the ticker symbol 'PD'.

Resilience scores

Disruption prediction

PagerDuty, Inc.: 1 critical incidents expected in the next three months, based on its recorded incident history.

Forecast estimates are rounded up to whole numbers.

No active incident reported (StatusGator, as of 2026-11-09 17:45 UTC)

14 of PagerDuty, Inc.'s 30 vendors have incident tracking.

Technology vendors

Services catalogue

6 services in catalogue across 2 categories; runs on 30 sub-vendors.

Insights

Last updated 2026-09-13 · revision 3

30 direct vendors, 240 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

11 in-scope frameworks identified; showing 3.

HIPAA (source) — No public evidence

Evidence: https://www.pagerduty.com/industries/healthcare/, https://www.pagerduty.com/security/, https://www.pagerduty.com/information-security-practices/, https://www.pagerduty.com/data-processing-addendum/

ISAE 3000 (source) — No public evidence

Evidence: https://www.pagerduty.com/security/, https://assurance.pagerduty.com/, https://www.pagerduty.com/assets/fy26-pagerduty-impact-report.pdf

CPRA — Evidence found

Evidence: https://www.pagerduty.com/ccpa/, https://www.pagerduty.com/privacy-policy/, https://www.pagerduty.com/privacy-policy/#ccpa, https://www.pagerduty.com/region-specific-data-privacy-laws/

Financials

Three-year financials

Financial Resilience Score: 7/10

PagerDuty has demonstrated meaningful improvement in financial resilience, achieving GAAP profitability in FY26 after years of losses, with four consecutive quarters of GAAP net income and positive operating income. Non-GAAP operating margin has expanded dramatically from (8)% in FY22 to 25% in FY26, reflecting disciplined cost management, with sales & marketing dropping from 50% to 32% of revenue and R&D from 25% to 18%. Free cash flow generation is strong at ~$102-108M annually the last two fiscal years, and Q1 FY27 free cash flow margin reached 34%. Liquidity is solid with $444M in cash and investments versus ~$396M in convertible senior notes, resulting in a roughly neutral to modestly positive net cash position. The SaaS subscription model provides high recurring revenue quality with ~86% non-GAAP gross margins and ARR of ~$496M. The enterprise customer base is strong, covering approximately two-thirds of Fortune 100 companies with 860 customers paying over $100K ARR. However, growth has decelerated sharply from +8% (FY25) to +5% (FY26) to +1% (Q1 FY27), with FY27 guidance implying potentially flat or slightly negative revenue growth. Dollar-based net retention has declined from 104% to 97%, indicating aggregate customer spend is shrinking. Concentration risk from dependence on incident management as the majority revenue source, combined with competitive pressure from Datadog, ServiceNow, and AI-native entrants, plus leadership transition risk, temper the resilience score.

Key strengths: Achieved GAAP profitability with four consecutive quarters of GAAP net income, Non-GAAP operating margin expanded from (8)% in FY22 to 25% in FY26, Strong free cash flow of $102-108M annually, 34% FCF margin in Q1 FY27, $444M cash and investments providing solid liquidity, High recurring SaaS revenue with 86% non-GAAP gross margin and $496M ARR, Enterprise customer base includes ~2/3 of Fortune 100, Disciplined cost control: S&M dropped from 50% to 32% of revenue

Risk factors: Revenue growth decelerated sharply to +1% YoY in Q1 FY27, Dollar-based net retention fell below 100% to 97%, Heavy revenue concentration on single incident management product, ~$396M convertible senior notes on balance sheet, Leadership transition with new CEO appointed May 2026, Competitive pressure from Datadog, Splunk/Cisco, ServiceNow, and AI-native entrants, FY26 GAAP net income inflated by one-time deferred tax benefit

Revenue by geography

Revenue by product/service

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