PagerDuty, Inc. — Form 8-K
Filed August 27, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
For Q2 FY2027 (ended July 31, 2026), PagerDuty reported revenue of $124.4M (+0.8% YoY), with ARR reaching $501M. GAAP net income was $4.7M ($0.06/share), the fifth consecutive profitable quarter. Non-GAAP operating income was $29.5M (23.7% margin) and free cash flow was $32.8M. The company raised FY2027 guidance to $491.5–$496.5M revenue (from prior implicit range) and non-GAAP operating margin of 25–26%. Cash on hand is $470M. CEO John DiLullo was appointed, CFO Howard Wilson retired, and the company repurchased $72.9M in stock and paid down $57.5M in convertible notes YTD.
Why this rating
Flat revenue growth (~$1B annualized base) is concerning for a SaaS company; offset by profitability, 23.7% margins, and modest guidance raise. Mix is mixed: strong balance sheet ($470M cash), but low growth relative to $1.4B market cap and leadership transitions add execution risk.
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