Thread
$PD Very strong quarter
1/n
$PD Very strong quarter
1/n
$PD
This is a different company than Wall Street thought it was.
This is enterprise changing.
* Rev: $67.5M vs $65.55M
* EPS: -0.13 vs -$0.15
* Customers: 16,800 vs 15,716 🤯
* DBNER: 126% vs 121.5% 🤯
* Operating Inc: -9.9M vs -11.8M
* FY Rev: $274.5M vs $270.44M
/2
This is a different company than Wall Street thought it was.
This is enterprise changing.
* Rev: $67.5M vs $65.55M
* EPS: -0.13 vs -$0.15
* Customers: 16,800 vs 15,716 🤯
* DBNER: 126% vs 121.5% 🤯
* Operating Inc: -9.9M vs -11.8M
* FY Rev: $274.5M vs $270.44M
/2
$PD
Two keys:
* Customers: 18,000 vs 15,716
* DBNR: 126% vs 121.5%
These two beats are a very big deal for
@pagerduty
$PD
Other metrics...
* Rev: $67.5M vs $65.55M
* EPS: -0.13 vs -$0.15
* Operating Inc: -9.9M vs -11.8M
* FY Rev: $274.5M vs $270.44M
3/n
Two keys:
* Customers: 18,000 vs 15,716
* DBNR: 126% vs 121.5%
These two beats are a very big deal for
@pagerduty
$PD
Other metrics...
* Rev: $67.5M vs $65.55M
* EPS: -0.13 vs -$0.15
* Operating Inc: -9.9M vs -11.8M
* FY Rev: $274.5M vs $270.44M
3/n
$PD
My mistake:
"Nearly 18,000 companies now using PagerDuty"
I wrote 16,800.
Estimates were for 15,716
4/4
My mistake:
"Nearly 18,000 companies now using PagerDuty"
I wrote 16,800.
Estimates were for 15,716
4/4
$PD @pagerduty
Thread
Customers with annual recurring revenue over $1,000,000 rose 63% year-over-year.
Customers with annual recurring revenue over $100,000 rose 36% year-over-year, up from 32% last quarter, rather consistently outpacing overall revenue growth.
/6
Thread
Customers with annual recurring revenue over $1,000,000 rose 63% year-over-year.
Customers with annual recurring revenue over $100,000 rose 36% year-over-year, up from 32% last quarter, rather consistently outpacing overall revenue growth.
/6
$PD
That acceleration in enterprise accounts (> $100K) coupled with a higher DBNR of 130% in those accounts, is yet more evidence that the momentum is building.
/7
That acceleration in enterprise accounts (> $100K) coupled with a higher DBNR of 130% in those accounts, is yet more evidence that the momentum is building.
/7
$PD
The company now boasts of over 50% growth in customer count year-over-year as DBNR is expanding rapidly.
/8
The company now boasts of over 50% growth in customer count year-over-year as DBNR is expanding rapidly.
/8
$PD
International revenue now makes up 25% of revenue and that segment grew 41% year over year.
/10
International revenue now makes up 25% of revenue and that segment grew 41% year over year.
/10
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