Last 7 days
-6.2%
Last 30 days
-10.2%
Last 90 days
-0.1%
Trailing 12 Months
-6.9%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-08-24 | Wilson Howard | sold | -8,062 | 25.04 | -322 | chief financial officer |
2023-08-24 | Wilson Howard | acquired | 2,392 | 7.43 | 322 | chief financial officer |
2023-07-26 | Wilson Howard | sold | -22,200 | 25.00 | -888 | chief financial officer |
2023-07-26 | Wilson Howard | acquired | 6,597 | 7.43 | 888 | chief financial officer |
2023-07-14 | Wilson Howard | acquired | 30,848 | 7.24135 | 4,260 | chief financial officer |
2023-07-14 | Wilson Howard | sold | -106,628 | 25.03 | -4,260 | chief financial officer |
2023-07-10 | Tejada Jennifer | gifted | - | - | 22,610 | chief executive officer |
2023-07-10 | Tejada Jennifer | gifted | - | - | -45,220 | chief executive officer |
2023-07-02 | REZVAN MITRA | sold (taxes) | -48,264 | 22.48 | -2,147 | svp, chief accounting officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-20 | BARCLAYS PLC | reduced | -35.34 | -2,820,000 | 2,001,000 | -% |
2023-09-18 | WASHINGTON CAPITAL MANAGEMENT, INC | added | 52.00 | -12,156 | 512,544 | 0.44% |
2023-09-12 | Farther Finance Advisors, LLC | sold off | -100 | -9,969 | - | -% |
2023-08-24 | Alberta Investment Management Corp | added | 64.61 | 85,767 | 1,567,480 | 0.01% |
2023-08-22 | COMERICA BANK | new | - | - | - | -% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | added | 2.04 | -1,236,210 | 2,355,050 | -% |
2023-08-21 | OSAIC HOLDINGS, INC. | reduced | -2.52 | -551,293 | 925,089 | -% |
2023-08-16 | CASTLEARK MANAGEMENT LLC | sold off | -100 | -6,728,750 | - | -% |
2023-08-16 | Neo Ivy Capital Management | new | - | 916,000 | 916,000 | 0.48% |
2023-08-16 | Nuveen Asset Management, LLC | added | 0.69 | -4,999,580 | 9,166,420 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Jul 10, 2023 | vanguard group inc | 10.05% | 9,266,058 | SC 13G/A | |
Feb 09, 2023 | william blair investment management, llc | 5.4% | 4,886,613 | SC 13G | |
Feb 09, 2023 | vanguard group inc | 8.96% | 8,057,944 | SC 13G/A | |
Feb 03, 2023 | sumitomo mitsui trust holdings, inc. | 5.95% | 5,361,415 | SC 13G/A | |
Jan 24, 2023 | blackrock inc. | 9.3% | 8,376,760 | SC 13G/A | |
Feb 14, 2022 | nikko asset management americas, inc. | 7.19% | 6,178,820 | SC 13G/A | |
Feb 14, 2022 | price t rowe associates inc /md/ | 0.0% | 82,520 | SC 13G/A | |
Feb 09, 2022 | ark investment management llc | 11.65% | 10,020,916 | SC 13G/A | |
Feb 07, 2022 | blackrock inc. | 9.3% | 8,004,118 | SC 13G/A | |
Feb 04, 2022 | sumitomo mitsui trust holdings, inc. | 7.18% | 6,178,820 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 01, 2023 | 10-Q | Quarterly Report | |
Aug 31, 2023 | 8-K | Current Report | |
Aug 28, 2023 | 4 | Insider Trading | |
Aug 11, 2023 | 8-K | Current Report | |
Jul 28, 2023 | 4 | Insider Trading | |
Jul 18, 2023 | 4 | Insider Trading | |
Jul 14, 2023 | 144 | Notice of Insider Sale Intent | |
Jul 12, 2023 | 4 | Insider Trading | |
Jul 10, 2023 | SC 13G/A | Major Ownership Report | |
Jul 03, 2023 | 4 | Insider Trading |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MSFT | 2.3T | 211.9B | -3.37% | 32.68% | 32.13 | 10.97 | 6.88% | -0.52% |
ADBE | 229.2B | 18.4B | -5.16% | 81.07% | 47.22 | 12.44 | 10.40% | -0.72% |
AZPN | - | - | 3.08% | -13.55% | - | - | - | - |
ORCL | 286.6B | 51.0B | -10.46% | 68.47% | 30.56 | 5.62 | 15.41% | 61.40% |
CRM | 197.7B | 33.1B | -4.25% | 36.16% | 125.26 | 5.98 | 14.81% | 194.40% |
ZM | 20.1B | 4.5B | -0.37% | -9.35% | 142.07 | 4.51 | 3.92% | -85.69% |
MID-CAP | ||||||||
APPN | 3.2B | 506.6M | -7.72% | 3.48% | -20 | 6.22 | 20.13% | -27.36% |
MANH | 12.0B | 848.2M | 0.66% | 48.69% | 82.43 | 14.18 | 19.21% | 23.01% |
GWRE | 7.3B | 905.3M | 10.39% | 43.95% | -46.9 | 8.03 | 11.41% | -3.11% |
SMALL-CAP | ||||||||
ZUO | 1.1B | 415.3M | -7.88% | 13.45% | -5.97 | 2.68 | 11.66% | -68.02% |
YEXT | 776.6M | 403.2M | -26.18% | 38.75% | -32.42 | 1.93 | 0.77% | 74.48% |
UPLD | 142.7M | 309.9M | 67.43% | -48.35% | -0.77 | 0.46 | -0.26% | -219.50% |
-6.0%
93.6%
88.5%
58.3%
Y-axis is the maximum loss one would have experienced if Pagerduty was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 |
Revenue | 4.5% | 406,031,000 | 388,668,000 | 370,793,000 | 348,336,000 | 325,893,000 | 303,176,000 | 281,396,000 | 262,171,000 | 244,183,000 | 227,361,000 | 213,556,000 | 200,198,000 | 189,176,000 | 178,823,000 | 166,351,000 | 154,255,000 | 142,734,000 | 130,117,000 | 117,823,000 | 111,990,667 | 105,528,000 |
Gross Profit | 5.0% | 331,911,000 | 316,014,000 | 300,359,000 | 282,318,000 | 265,843,000 | 249,517,000 | 233,035,000 | 218,337,000 | 204,703,000 | 193,220,000 | 182,870,000 | 172,560,000 | 162,589,000 | 152,767,000 | 141,772,000 | 131,170,000 | 121,684,000 | 111,261,000 | 100,568,000 | 95,462,667 | 89,934,000 |
Operating Expenses | 1.0% | 432,916,000 | 428,734,000 | 429,736,000 | 412,404,000 | 388,204,000 | 362,447,000 | 334,746,000 | 311,243,000 | 294,631,000 | 268,140,000 | 249,152,000 | 232,204,000 | 217,087,000 | 208,197,000 | 197,331,000 | 181,387,000 | 171,158,000 | 159,317,000 | 142,889,000 | 143,338,667 | 129,848,000 |
S&GA Expenses | -0.3% | 193,264,000 | 193,871,000 | 195,622,000 | 186,401,000 | 179,459,000 | 169,942,000 | 161,624,000 | 152,108,000 | 145,956,000 | 132,653,000 | 122,155,000 | 113,243,000 | 106,644,000 | 102,919,000 | 97,350,000 | 89,087,000 | 80,400,000 | 71,933,000 | 64,060,000 | 63,134,667 | 57,226,000 |
R&D Expenses | 1.8% | 139,522,000 | 137,095,000 | 134,876,000 | 127,935,000 | 117,485,000 | 106,380,000 | 95,690,000 | 85,923,000 | 77,525,000 | 70,151,000 | 64,566,000 | 60,556,000 | 57,019,000 | 53,119,000 | 49,011,000 | 43,917,000 | 45,876,000 | 42,045,000 | 38,858,000 | 40,134,667 | 31,046,000 |
EBITDA | - | - | - | -107,202,000 | -113,864,000 | -109,738,000 | -103,210,000 | -93,166,000 | -83,529,000 | -80,822,000 | -66,433,000 | -57,574,000 | -54,780,000 | -47,744,000 | -45,719,000 | -47,327,000 | - | - | - | - | - | - |
EBITDA Margin | - | - | - | -0.29 | -0.33 | -0.34 | -0.34 | -0.33 | -0.32 | -0.33 | -0.29 | -0.27 | -0.27 | -0.25 | -0.26 | -0.28 | - | - | - | - | - | - |
Interest Expenses | 0.2% | 5,451,000 | 5,442,000 | 5,433,000 | 5,425,000 | 5,415,000 | 5,406,000 | 5,398,000 | 8,269,000 | 11,052,000 | 11,282,000 | 9,965,000 | 5,741,000 | 1,608,000 | - | - | 293,000 | 611,000 | 759,000 | - | 794,667 | 556,000 |
Earnings Before Taxes | 14.8% | -92,847,000 | -108,984,000 | -130,064,000 | -134,263,000 | -127,762,000 | -118,591,000 | -106,920,000 | -99,876,000 | -99,132,000 | -83,934,000 | -72,809,000 | -61,605,000 | -51,179,000 | -49,073,000 | -49,664,000 | -44,990,000 | -45,229,000 | -45,384,000 | -40,040,000 | -45,632,000 | -37,928,000 |
EBT Margin | - | - | - | -0.35 | -0.39 | -0.39 | -0.39 | -0.38 | -0.38 | -0.41 | -0.37 | -0.34 | -0.31 | -0.27 | -0.27 | -0.30 | - | - | - | - | - | - |
Net Income | 15.3% | -91,375,000 | -107,821,000 | -128,423,000 | -132,756,000 | -126,555,000 | -117,717,000 | -107,455,000 | -100,708,000 | -94,975,000 | -80,002,000 | -68,903,000 | -57,195,000 | -51,852,000 | -49,734,000 | -50,339,000 | -46,106,000 | -46,216,000 | -46,226,000 | -40,741,000 | -46,045,333 | -38,318,000 |
Net Income Margin | - | - | - | -0.35 | -0.38 | -0.39 | -0.39 | -0.38 | -0.38 | -0.39 | -0.35 | -0.32 | -0.29 | -0.27 | -0.28 | -0.30 | - | - | - | - | - | - |
Free Cashflow | - | - | - | 12,343,000 | -5,083,000 | -1,255,000 | -15,193,000 | -9,478,000 | -5,989,000 | -3,820,000 | 9,607,000 | 6,057,000 | 3,122,000 | 649,000 | 511,000 | -5,347,000 | - | - | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 1.3% | 812 | 802 | 818 | 784 | 785 | 785 | 806 | 782 | 779 | 775 | 795 | 778 | 719 | 466 | 435 | 420 | 418 | 407 | 197 |
Current Assets | 2.1% | 603 | 590 | 600 | 564 | 560 | 558 | 645 | 626 | 624 | 620 | 638 | 621 | 661 | 407 | 405 | 394 | 394 | 384 | 173 |
Cash Equivalents | 0.5% | 302 | 301 | 274 | 262 | 278 | 274 | 350 | 360 | 355 | 326 | 339 | 337 | 377 | 139 | 124 | 176 | 306 | 338 | 130 |
Net PPE | -2.4% | 18.00 | 18.00 | 18.00 | 18.00 | 19.00 | 18.00 | 18.00 | 15.00 | 14.00 | 14.00 | 13.00 | 12.00 | 13.00 | 13.00 | 12.00 | 10.00 | 10.00 | 8.00 | 6.00 |
Goodwill | 0% | 119 | 119 | 119 | 119 | 119 | 119 | 72.00 | 72.00 | 72.00 | 72.00 | 72.00 | 72.00 | - | - | - | - | - | - | - |
Liabilities | -1.1% | 543 | 549 | 576 | 542 | 533 | 529 | 539 | 509 | 493 | 481 | 429 | 403 | 377 | 159 | 127 | 116 | 109 | 93.00 | 93.00 |
Current Liabilities | -2.3% | 240 | 245 | 271 | 237 | 226 | 220 | 227 | 196 | 179 | 165 | 173 | 151 | 130 | 122 | 115 | 106 | 101 | 89.00 | 89.00 |
Shareholder's Equity | 5.3% | 266 | 252 | 241 | 240 | 250 | 256 | 267 | 273 | 285 | 294 | 367 | 375 | 342 | 308 | 308 | 304 | 309 | 314 | - |
Retained Earnings | -4.5% | -511 | -489 | -477 | -452 | -420 | -381 | -348 | -319 | -293 | -263 | -241 | -225 | -205 | -190 | -179 | -168 | -153 | -140 | -128 |
Additional Paid-In Capital | 4.8% | 779 | 743 | 720 | 696 | 672 | 639 | 616 | 594 | 579 | 558 | 614 | 600 | 546 | 497 | 487 | 473 | 463 | 455 | 60.00 |
Shares Outstanding | -100.0% | - | 92.00 | 91.00 | 89.00 | 88.00 | 87.00 | 87.00 | 85.00 | 84.00 | 83.00 | 83.00 | 80.00 | 79.00 | 78.00 | 78.00 | 76.00 | 75.00 | 33.00 | 21.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 |
Cashflow From Operations | 18.8% | 50.00 | 42.00 | 17.00 | 1.00 | 4.00 | -10.58 | -6.02 | -3.98 | -1.78 | 12.00 | 10.00 | 9.00 | 7.00 | 7.00 | -0.17 | -1.35 | -1.97 | -8.86 | -5.61 | -8.31 | -18.09 |
Share Based Compensation | 4.8% | 118 | 113 | 110 | 109 | 95.00 | 81.00 | 70.00 | 59.00 | 55.00 | 49.00 | 43.00 | 40.00 | 33.00 | 31.00 | 27.00 | 23.00 | 25.00 | 21.00 | 19.00 | 21.00 | 11.00 |
Cashflow From Investing | -136.4% | -17.12 | -7.24 | -86.16 | -92.05 | -79.73 | -40.36 | 17.00 | 26.00 | -24.79 | -75.75 | -49.32 | -105 | -195 | -217 | -232 | -173 | -40.18 | -4.93 | -4.12 | -4.40 | -1.31 |
Cashflow From Financing | -11.3% | -8.79 | -7.90 | -6.41 | -5.61 | -0.17 | -1.22 | -0.74 | 1.00 | 4.00 | 250 | 254 | 257 | 259 | 9.00 | 226 | 221 | 309 | 312 | 94.00 | 125 | 6.00 |
Condensed Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jul. 31, 2023 | Jul. 31, 2022 | Jul. 31, 2023 | Jul. 31, 2022 | |
Income Statement [Abstract] | ||||
Revenue | $ 107,616 | $ 90,253 | $ 210,862 | $ 175,624 |
Cost of revenue | 19,833 | 18,367 | 37,769 | 34,083 |
Gross profit | 87,783 | 71,886 | 173,093 | 141,541 |
Operating expenses: | ||||
Research and development | 36,441 | 34,014 | 69,949 | 65,303 |
Sales and marketing | 49,724 | 50,331 | 93,525 | 95,883 |
General and administrative | 27,791 | 25,429 | 51,592 | 50,700 |
Total operating expenses | 113,956 | 109,774 | 215,066 | 211,886 |
Loss from operations | (26,173) | (37,888) | (41,973) | (70,345) |
Interest income | 3,655 | 830 | 6,778 | 1,378 |
Interest expense | (1,396) | (1,387) | (2,730) | (2,712) |
Other income (expense), net | 1,242 | (364) | 2,309 | (1,154) |
Loss before benefit from income taxes | (22,672) | (38,809) | (35,616) | (72,833) |
Benefit from income taxes | 50 | 210 | 156 | 1,414 |
Net loss | (22,622) | (38,599) | (35,460) | (71,419) |
Net loss attributable to redeemable non-controlling interest | (569) | (100) | (1,189) | (100) |
Net loss attributable to PagerDuty, Inc. | (22,053) | (38,499) | (34,271) | (71,319) |
Adjustment attributable to redeemable non-controlling interest | 1,729 | 0 | 1,729 | 0 |
Net loss attributable to PagerDuty, Inc. common stockholders | $ (23,782) | $ (38,499) | $ (36,000) | $ (71,319) |
Net loss per share, basic, attributable to PagerDuty, Inc. (in dollars per share) | $ (0.26) | $ (0.44) | $ (0.39) | $ (0.81) |
Net loss per share, diluted, attributable to PagerDuty, Inc. (in dollars per share) | $ (0.26) | $ (0.44) | $ (0.39) | $ (0.81) |
Weighted average shares used in calculating net loss per share, basic (in shares) | 92,542 | 88,153 | 92,041 | 87,648 |
Weighted average shares used in calculating net loss per share, diluted (in shares) | 92,542 | 88,153 | 92,041 | 87,648 |
Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Jul. 31, 2023 | Jan. 31, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 298,558 | $ 274,019 |
Investments | 205,919 | 202,948 |
Accounts receivable, net of allowance for credit losses of $2,485 and $2,014 as of July 31, 2023 and January 31, 2023, respectively | 65,633 | 91,345 |
Deferred contract costs, current | 18,442 | 18,674 |
Prepaid expenses and other current assets | 14,336 | 13,350 |
Total current assets | 602,888 | 600,336 |
Property and equipment, net | 17,894 | 18,390 |
Deferred contract costs, non-current | 24,549 | 27,715 |
Lease right-of-use assets | 11,225 | 13,982 |
Goodwill | 118,862 | 118,862 |
Intangible assets, net | 31,612 | 37,224 |
Other assets | 4,868 | 1,364 |
Total assets | 811,898 | 817,873 |
Current liabilities: | ||
Accounts payable | 7,145 | 7,398 |
Accrued expenses and other current liabilities | 10,982 | 11,804 |
Accrued compensation | 23,125 | 41,834 |
Deferred revenue, current | 192,302 | 204,137 |
Lease liabilities, current | 6,021 | 5,904 |
Total current liabilities | 239,575 | 271,077 |
Convertible senior notes, net | 283,841 | 282,908 |
Deferred revenue, non-current | 4,303 | 4,914 |
Lease liabilities, non-current | 9,944 | 12,704 |
Other liabilities | 4,917 | 4,184 |
Total liabilities | 542,580 | 575,787 |
Commitments and contingencies (Note 10) | ||
Redeemable non-controlling interest (Note 3) | 3,431 | 1,108 |
Stockholders’ equity: | ||
Common stock | 0 | 0 |
Additional paid-in capital | 779,192 | 719,816 |
Accumulated other comprehensive loss | (1,788) | (1,592) |
Accumulated deficit | (511,517) | (477,246) |
Total stockholders’ equity | 265,887 | 240,978 |
Total liabilities, redeemable non-controlling interest, and stockholders’ equity | $ 811,898 | $ 817,873 |