“Interest expense decreased primarily due to a decrease in interest expense related to our convertible notes, driven by the repayment of the 2025 Notes during six months ended July 31, 2025.”10-Q · Aug 27, 2026 ↗
PagerDuty, Inc.
PD
Market read
PagerDuty, Inc.'s move is being confirmed by its market group.
No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- At least 23 of 35 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as ASAN begins moving with the group.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 23 of 35 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as ASAN begins moving with the group.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +5.4% year over year.
- Operating margin changed +14.0 percentage points in the latest annual period.
- Net margin changed +44.3 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 6 filings.
- Foreign exchange has repeated adverse evidence across 5 filings.
- Product pipeline and R&D has repeated adverse evidence across 5 filings.
- P/E is 90% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 58% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
14.09Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Cash Flow Information The following table sets forth our cash flows for the periods indicated (in thousands): Six months ended July 31, 2026 2025 $ Change Net cash provided by operating activities $ 81,229 $ 64,644 $ 16,585 Net cash used in investing activiti…”10-Q · Aug 27, 2026 ↗
“Research and development expenses decreased primarily due to: (i) a decrease of $5.4 million in personnel costs primarily as a result of a decrease in stock-based compensation; offset by (ii) an increase of $1.1 million in costs to support the business and re…”10-Q · May 28, 2026 ↗
“In July 2023, the Company recorded an impairment charge of $ 1.2 million, of which $ 0.4 million related to leasehold improvements and $ 0.8 million related to right-of-use lease assets and liabilities abandoned in the period as a result of the San Francisco…”10-K · Mar 12, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.7× · EV/sales 3.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for PD. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for PD. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind PD
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZNAmazon.com, Inc.partnerMar 12, 2026 ▾
“In addition to deep, native integrations to a range of widely used technologies, such as Microsoft, Amazon Web Service (“AWS”), Datadog, Grafana, GitHub, and many bidirectional integrations such as Atlassian, Salesforce, ServiceNow, Slack, and Zendesk, we pro…”
CRMSalesforce, Inc.partnerMar 12, 2026 ▾
“In addition to deep, native integrations to a range of widely used technologies, such as Microsoft, Amazon Web Service (“AWS”), Datadog, Grafana, GitHub, and many bidirectional integrations such as Atlassian, Salesforce, ServiceNow, Slack, and Zendesk, we pro…”
DDOGDatadog, Inc.partnerMar 12, 2026 ▾
“In addition to deep, native integrations to a range of widely used technologies, such as Microsoft, Amazon Web Service (“AWS”), Datadog, Grafana, GitHub, and many bidirectional integrations such as Atlassian, Salesforce, ServiceNow, Slack, and Zendesk, we pro…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PD is currently a Participant in the organic co-movement group Software Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.