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財年第三季度業績會交易摘要：
Financial Performance:
財務表現：
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報告2025財年第三季度營業收入爲11900萬美元，同比增長9%。
年度重複收入（ARR）達到48300萬美元，同比增長10%。
非通用會計準則下的營業利潤遠超預期，擴大至21%的營業利潤率。
預計每股稀釋後淨利潤將在第四季度提高至0.15美元至0.16美元之間。
營業現金流爲2200萬美元，相當於營收的19%，自由現金流爲1900萬美元，相當於營收的16%。
Business Progress:
業務進展：
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.
引入並整合了 pagerduty Advance，一種生成式人工智能產品，用於自動化分級和加快事故響應速度。
快速採用新產品，如AIOps、自動化和客戶服務運營，貢獻了超過40%的新增年度重複收入。
通過戰略性聘用加強了市場地位，包括一位新的工程高級副總裁和一位首席信息安全官。
Opportunities:
機會：
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.
持續的企業動力和強勁的管道建設表明存在加速增長和擴張的潛力。
企業跨平台採用多產品導致三年內近250%的投資回報。
Risks:
風險：
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.
大宗交易的轉化經歷了推遲，儘管這些機會並沒有丟失，但表明了年度重複收入加速可能會延遲。
市場競爭和不斷變化的客戶需求帶來持續的風險，需要不斷創新和適應。
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。內容準確性無法完全保證。如需更全面詳情，請參閱IR網站。本文僅供投資者參考，不具有任何指導或推薦建議。
