Pagerduty Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
5.5%projected annual EPS growth
Analyst Coverage
7analysts covering
FY EPS (est.)
$1.32next fiscal year
Monitoring Framework
Key Performance Indicators
Annual Recurring Revenue (ARR) Quarterly496MTarget: Gradual expansion through usage-based pricing adoption
Dollar-Based Net Retention (DBNR) Rate Quarterly9,700.0%Target: Stabilization and gradual improvement throughout FY27
Total Paid Customers Quarterly15.4KTarget: Continued expansion via product-led growth (PLG) motion
Customers with ARR > $100,000 Quarterly860Target: Expansion of large enterprise and multi-product commitments
Non-GAAP Operating Margin Quarterly2,500.0%Target: 30% long-term target
Watch Items
- Transition to Usage-Based Pricing ModelTrigger: Sequential growth of ARR on usage-based pricing and customer cohort expansionAction: Monitor sequential adoption rates and average revenue per user (ARPU) changes to ensure the consumption model offsets seat-count contraction.
- Atlassian Opsgenie Migration CatalystTrigger: Atlassian's forced shutdown of Opsgenie in 2027Action: Track marketing campaigns and competitive win rates targeting migrating Opsgenie users to accelerate customer acquisition.
- Dollar-Based Net Retention (DBNR) StabilizationTrigger: DBNR falling below 95%Action: Re-evaluate customer success initiatives and pricing structures, particularly within the under-pressure midsize SaaS and SMB segments.
Research as of 19 Jun 2026