{"schema_version":"secwatch.filing_event.v1","accession":"0001568100-26-000011","form_type":"8-K","ticker":"PD","cik":"0001568100","company_name":"PagerDuty, Inc.","filed_at":"2026-03-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.479646+00:00","generated_at":"2026-05-15T13:18:57.951588+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"PagerDuty Q4 FY26 revenue up 2.7% to $124.8M; first full year GAAP profitable","bullets":["Q4 revenue $124.8M (+2.7% YoY); ARR $498.7M (+1% YoY).","Q4 GAAP net income $11.0M ($0.12 EPS); non-GAAP EPS $0.29; third consecutive GAAP-profitable quarter.","Full FY26 revenue $492.5M (+5.4% YoY); GAAP operating income $5.8M; non-GAAP operating margin 24.6%.","FY26 GAAP net income $173.9M ($1.87 diluted EPS); first full year of GAAP profitability.","Cash and investments $469.8M; FY26 free cash flow $102.7M."],"urls":{"canonical":"https://secwatch.observer/filing/0001568100-26-000011","json":"https://secwatch.observer/filing/0001568100-26-000011.json","markdown":"https://secwatch.observer/filing/0001568100-26-000011.md","text":"https://secwatch.observer/filing/0001568100-26-000011.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1568100/000156810026000011/0001568100-26-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1568100/000156810026000011/pd-20260312.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T13:18:57.951588+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"d2ee2e09b55e4ddcfa1b171e80365e03da0d54b0","claim":"PagerDuty, Inc. reported the full year of fiscal 2026 ended January 31, 2026 results: revenue $492.5 million, net income $173.9 million, EPS $1.87.","evidence_excerpt":"Full Year Fiscal 2026 Financial Highlights • Revenue was $492.5 million, an increase of 5.4% year over year. • Operating income was $5.8 million; operating margin was 1.2%. • Non-GAAP operating income was $121.1 million; non-GAAP operating margin was 24.6%. • Net income was $173.9 million, representing the Company's first full year of GAAP profitability. • Net income per diluted share attributable to PagerDuty, Inc. common stockholders was $1.87. • Non-GAAP net income per diluted share attributable to PagerDuty, Inc. common stockholders was $1.16. • Net cash provided by operating activities was $114.9 million, with free cash flow of $102.7 million. • Cash, cash equivalents, and investments were $469.8 million as of January 31, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1568100/000156810026000011/0001568100-26-000011-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full year of fiscal 2026 ended January 31, 2026"},{"label":"Revenue","value":"$492.5 million"},{"label":"Net income","value":"$173.9 million"},{"label":"EPS","value":"$1.87"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"f5d6a88237a30cc76752e824aec6cfd6ccc8c5e9","claim":"PagerDuty, Inc. reported the fourth quarter of fiscal 2026 ended January 31, 2026 results: revenue $124.8 million, net income $11.0 million, EPS $0.12.","evidence_excerpt":"Fourth Quarter Fiscal 2026 Financial Highlights • Revenue was $124.8 million, an increase of 2.7% year over year. • Operating income was $4.5 million; operating margin was 3.6%. • Non-GAAP operating income was $29.8 million; non-GAAP operating margin was 23.9%. • Net income was $11.0 million, representing the Company's third consecutive quarter of GAAP profitability. • Net income per diluted share attributable to PagerDuty, Inc. common stockholders was $0.12. • Non-GAAP net income per diluted share attributable to PagerDuty, Inc. common stockholders was $0.29. • Net cash provided by operating activities was $25.4 million, with free cash flow of $22.6 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1568100/000156810026000011/0001568100-26-000011-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter of fiscal 2026 ended January 31, 2026"},{"label":"Revenue","value":"$124.8 million"},{"label":"Net income","value":"$11.0 million"},{"label":"EPS","value":"$0.12"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}