PagerDuty, Inc.: Business Overview, Financials & Competitive Analysis
PagerDuty is a digital operations management platform that manages urgent and mission-critical work for a modern, digital business. Its PagerDuty Operations Cloud combines artificial intelligence (AI) operations (AIOp...
Cyborg Score thesis
Solid profitability and AI-driven platform have potential, but valuation and analyst sentiment downgrades raise concerns about...
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Get Current Report FreePagerDuty, Inc. Overview
Pro stress-test →PagerDuty is a digital operations management platform that manages urgent and mission-critical work for a modern, digital business. Its PagerDuty Operations Cloud combines artificial intelligence (AI) operations (AIOps), automation, customer service operations, and incident management with a generative AI assistant to create a flexible, resilient, and scalable platform.
Strategic Profile
Pro stress-test →The company serves various industries, including software and technology, telecommunications, retail, travel and hospitality, media and entertainment, and financial services. PagerDuty reported third quarter fiscal 2026 results with revenue of $124.5M (up 4.7% YoY) and achieved its second consecutive quarter of GAAP profitability with operating income of $8.1M.
Competitive Landscape
Pro stress-test →PagerDuty competes in the digital operations management and incident response space against platforms like Opsgenie (Atlassian), BigPanda, Splunk, and New Relic. The company differentiates through AI-driven AIOps capabilities and generative AI assistants. Major tailwinds include enterprise adoption of AI for operations, but faces competition from larger cloud infrastructure providers expanding into operations management.
Industry Context
PagerDuty, Inc. operates in Digital Operations Management / AIOps / Incident Response Management / Enterprise Software.
Key facts
Founded: 2009 · Headquarters: San Francisco, United States · Revenue: $124.5M (Q3 FY2026) · Market cap: $0.64-0.66B