PagerDuty, Inc. (PD) Q3 2025 Earnings Call Transcript Summary
PagerDuty, Inc. (PD) Q3 2025 Earnings Call Transcript Summary
Non-GAAP operating income was well above guidance, expanding to an The following is a summary of the PagerDuty, Inc. (PD) Q3 2025 Earnings Call Transcript:
以下是pagerduty公司（PD）2025财年第三季度业绩会交易摘要：
Financial Performance:
财务表现：
PagerDuty reported Q3 2025 revenue of $119 million, up 9% year-over-year.
Annual recurring revenue (ARR) reached $483 million, growing 10% year-over-year.
Non-GAAP operating income was well above guidance, expanding to an operating margin of 21%.
Net income per diluted share is projected to increase to between $0.15 and $0.16 in Q4.
Cash from operations was $22 million, translating to 19% of revenue, with $19 million in free cash flow or 16% of revenue.
PagerDuty报告2025财年第三季度营业收入为11900万美元，同比增长9%。
年度重复收入（ARR）达到48300万美元，同比增长10%。
非通用会计准则下的营业利润远超预期，扩大至21%的营业利润率。
预计每股稀释后净利润将在第四季度提高至0.15美元至0.16美元之间。
营业现金流为2200万美元，相当于营收的19%，自由现金流为1900万美元，相当于营收的16%。
Business Progress:
业务进展：
Introduced and integrated PagerDuty Advance, a generative AI offering, across the platform to automate triage and expedite incident response.
Rapid adoption of new products like AIOps, Automation, and Customer Service Ops, which contributed to over 40% of the incremental ARR.
Strengthened market position through strategic hires, including a new SVP of Engineering and a Chief Information Security Officer.
引入并整合了 pagerduty Advance，一种生成式人工智能产品，用于自动化分级和加快事故响应速度。
快速采用新产品，如AIOps、自动化和客户服务运营，贡献了超过40%的新增年度重复收入。
通过战略性聘用加强了市场地位，包括一位新的工程高级副总裁和一位首席信息安全官。
Opportunities:
机会：
Continued enterprise momentum and strong pipeline build indicate potential for accelerated growth and expansion.
Adoption of multiproduct across the platform by enterprises resulted in nearly 250% return on investment over three years.
持续的企业动力和强劲的管道建设表明存在加速增长和扩张的潜力。
企业跨平台采用多产品导致三年内近250%的投资回报。
Risks:
风险：
Large deal conversions experienced deferrals, although these opportunities were not lost, indicating a potential delay in ARR acceleration.
Market competition and evolving customer needs present ongoing risks that require continuous innovation and adaptation.
大宗交易的转化经历了推迟，尽管这些机会并没有丢失，但表明了年度重复收入加速可能会延迟。
市场竞争和不断变化的客户需求带来持续的风险，需要不断创新和适应。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
