Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>PagerDuty, Inc. reported second quarter fiscal year 2027 results reflecting modest revenue growth and strategic shifts aimed at long-term operational resilience and profitability.</li><li>Revenue for the quarter reached $124.4 million, representing a 1% year-over-year increase and surpassing guidance.</li><li>The company achieved an annual recurring revenue (ARR) milestone exceeding $500 million for the first time, with ARR ending the quarter at $501 million.</li></ul>

PagerDuty, Inc. reported second quarter fiscal year 2027 results reflecting modest revenue growth and strategic shifts aimed at long-term operational resilience and profitability.Revenue for the quarter reached $124.4 million, representing a 1% year-over-year increase and surpassing guidance.The company achieved an annual recurring revenue (ARR) milestone exceeding $500 million for the first time, with ARR ending the quarter at $501 million.

PagerDuty’s $501 Million ARR Base — Can Enterprise Expansion Restore Momentum?

<ul><li>PagerDuty, Inc. reported first-quarter fiscal 2027 results that slightly exceeded the top end of its guidance for both revenue and non-GAAP operating margin.</li><li>The company generated $121 million in revenue, representing a modest 1% year-over-year increase, while annual recurring revenue (ARR) stood at $496 million, essentially flat compared to the previous year.</li><li>Non-GAAP operating margin expanded to 25%, up from 20% a year prior, driven by operational discipline, structural efficiency efforts, and AI adoption.</li></ul>

PagerDuty, Inc. reported first-quarter fiscal 2027 results that slightly exceeded the top end of its guidance for both revenue and non-GAAP operating margin.The company generated $121 million in revenue, representing a modest 1% year-over-year increase, while annual recurring revenue (ARR) stood at $496 million, essentially flat compared to the previous year.Non-GAAP operating margin expanded to 25%, up from 20% a year prior, driven by operational discipline, structural efficiency efforts, and AI adoption.

PagerDuty’s 600-Customer Streak: Is Operations Cloud Gaining Traction?

<ul><li>PagerDuty reported fourth-quarter and full-year fiscal 2026 results highlighted by its first full year of GAAP profitability and steady operational progress.</li><li>Annual recurring revenue ended at about $499 million, with 1% year-over-year growth in Q4 and 5% growth for the full year.</li><li>Quarterly revenue reached $125 million, up 3% and above guidance.</li></ul>

PagerDuty reported fourth-quarter and full-year fiscal 2026 results highlighted by its first full year of GAAP profitability and steady operational progress.Annual recurring revenue ended at about $499 million, with 1% year-over-year growth in Q4 and 5% growth for the full year.Quarterly revenue reached $125 million, up 3% and above guidance.

PagerDuty: From Incident Alerts To Autonomous Operations—A Platform Evolution Underway!

<ul><li>PagerDuty's financial results for the third quarter of fiscal year 2026 reveal a mixed performance, spotlighting a combination of positive developments and ongoing challenges.</li><li>The company recorded a revenue of $125 million, marking a year-over-year growth of 5%.</li><li>This shows a continued demand for PagerDuty’s platform, although it indicates a slower growth compared to previous quarters.</li></ul>

PagerDuty's financial results for the third quarter of fiscal year 2026 reveal a mixed performance, spotlighting a combination of positive developments and ongoing challenges.The company recorded a revenue of $125 million, marking a year-over-year growth of 5%.This shows a continued demand for PagerDuty’s platform, although it indicates a slower growth compared to previous quarters.

PagerDuty: Usage-Based Pricing, AI Ops Expansion & the Shift Redefining Its Growth Model!

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% &amp; 17% respectively.</li><li>Risk appetite for the Innovation/Hyper Growth thematic is on!</li><li>Enhanced Price Action view: Ark 6 ETFs 2023 Returns &amp; Rebounders from their 52-week low + I added S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) for comparison</li></ul>

All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% &amp; 17% respectively.Risk appetite for the Innovation/Hyper Growth thematic is on!Enhanced Price Action view: Ark 6 ETFs 2023 Returns &amp; Rebounders from their 52-week low + I added S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) for comparison

United States

Pagerduty, Inc. provides wireless application solutions. The Company offers on call management, event intelligence, analytics, and digital operations, as well as equipment. Pagerduty serves customers worldwide.

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PagerDuty Inc (PD US)

PagerDuty’s $501 Million ARR Base — Can Enterprise Expansion Restore Momentum?

PagerDuty, Inc. reported second quarter fiscal year 2027 results reflecting modest revenue growth and strategic shifts aimed at long-term...

Baptista Research

PagerDuty’s 600-Customer Streak: Is Operations Cloud Gaining Traction?

PagerDuty, Inc. reported first-quarter fiscal 2027 results that slightly exceeded the top end of its guidance for both revenue and non-GAAP...

Baptista Research

PagerDuty: From Incident Alerts To Autonomous Operations—A Platform Evolution Underway!

PagerDuty reported fourth-quarter and full-year fiscal 2026 results highlighted by its first full year of GAAP profitability and steady...

Baptista Research

PagerDuty: Usage-Based Pricing, AI Ops Expansion & the Shift Redefining Its Growth Model!

PagerDuty's financial results for the third quarter of fiscal year 2026 reveal a mixed performance, spotlighting a combination of positive...

Baptista Research

ARK Invest Short & Squeeze - Edition #3

All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% & 17% respectively. Risk appetite for the Innovation/Hyper Growth...

Maverick Equity Research

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