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's third-quarter fiscal year 2025 results present a mixed performance with elements that could attract different investment perspectives.</li><li>The company reported revenue of $119 million, reflecting a year-over-year growth of 9%, surpassing its guidance range and driven primarily by the enterprise segment.</li><li>This growth underscores PagerDuty's capability to generate substantial revenue from its enterprise clients, while also maintaining a strong operating margin of 21%.</li></ul>

PagerDuty's third-quarter fiscal year 2025 results present a mixed performance with elements that could attract different investment perspectives.The company reported revenue of $119 million, reflecting a year-over-year growth of 9%, surpassing its guidance range and driven primarily by the enterprise segment.This growth underscores PagerDuty's capability to generate substantial revenue from its enterprise clients, while also maintaining a strong operating margin of 21%.

PagerDuty Inc.: An Insight Into Its Commercial Segment Stabilization

<ul><li>PagerDuty, Inc. delivered a solid performance in its second quarter of fiscal year 2025, demonstrating healthy growth albeit facing macroeconomic challenges.</li><li>Revenue rose by 8% year-over-year, reaching $116 million, which was within the guided range.</li><li>The non-GAAP operating margin exceeded expectations, landing at 17%, largely driven by disciplined expense management and operational efficiencies.</li></ul>

PagerDuty, Inc. delivered a solid performance in its second quarter of fiscal year 2025, demonstrating healthy growth albeit facing macroeconomic challenges.Revenue rose by 8% year-over-year, reaching $116 million, which was within the guided range.The non-GAAP operating margin exceeded expectations, landing at 17%, largely driven by disciplined expense management and operational efficiencies.

PagerDuty Inc.: Leveraging Enterprise Focus to Counter SMB Volatility! - Major Drivers

<ul><li>PagerDuty, a digital operations company, delivered a robust first quarter for the 2025 fiscal year.</li><li>The company's annual recurring revenue grew to $463 million, evidencing a step forward in capitalizing on large multiyear, multiproduct contracts alongside customers who spent over $100,000.</li><li>Furthermore, both customers spending over $500,000 and $1 million saw high teen growth.</li></ul>

PagerDuty, a digital operations company, delivered a robust first quarter for the 2025 fiscal year.The company's annual recurring revenue grew to $463 million, evidencing a step forward in capitalizing on large multiyear, multiproduct contracts alongside customers who spent over $100,000.Furthermore, both customers spending over $500,000 and $1 million saw high teen growth.

PagerDuty Inc.: AIOPs Solutions & A Building Competitive Advantage!  - Major Drivers

<ul><li>In the Fourth Quarter and Full Fiscal Year 2024 Results, PagerDuty demonstrated solid growth, indicating the company's steady progression in the market.</li><li>The full-year revenue grew 16% year over-year, and non-GAAP operating margin expanded to 13%.</li><li>Similarly, in the fourth quarter, revenue grew 10% to $111 million, exceeding the high end of the company's guidance range.</li></ul>

In the Fourth Quarter and Full Fiscal Year 2024 Results, PagerDuty demonstrated solid growth, indicating the company's steady progression in the market.The full-year revenue grew 16% year over-year, and non-GAAP operating margin expanded to 13%.Similarly, in the fourth quarter, revenue grew 10% to $111 million, exceeding the high end of the company's guidance range.

PagerDuty Inc.: Will Its Accelerated Adoption of Operations Cloud Platform Catalyze Revenue Growth In 2024 & Beyond? - Major Drivers

<ul><li>PagerDuty exceeded analyst expectations regarding revenue and earnings, surpassing the high end of their guidance ranges.</li><li>Demonstrating a commitment to profitable growth, they reported a robust 15% revenue growth and a non-GAAP operating margin of 14%, showcasing a year-over-year expansion of over 1,000 basis points.</li><li>Despite some sizable renewal issues in Q3, enterprise dollar-based net retention exceeded SMBs by more than 500 basis points, emphasizing resilience and growth in the enterprise segment.</li></ul>

PagerDuty exceeded analyst expectations regarding revenue and earnings, surpassing the high end of their guidance ranges.Demonstrating a commitment to profitable growth, they reported a robust 15% revenue growth and a non-GAAP operating margin of 14%, showcasing a year-over-year expansion of over 1,000 basis points.Despite some sizable renewal issues in Q3, enterprise dollar-based net retention exceeded SMBs by more than 500 basis points, emphasizing resilience and growth in the enterprise segment.

PagerDuty Inc.: Can The Jeli Acquisition And The New Incident Management Offerings Change The Game? - Major Drivers

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 Inc.: An Insight Into Its Commercial Segment Stabilization

PagerDuty's third-quarter fiscal year 2025 results present a mixed performance with elements that could attract different investment...

Baptista Research

PagerDuty Inc.: Leveraging Enterprise Focus to Counter SMB Volatility! - Major Drivers

PagerDuty, Inc. delivered a solid performance in its second quarter of fiscal year 2025, demonstrating healthy growth albeit facing macroeconomic...

Baptista Research

PagerDuty Inc.: AIOPs Solutions & A Building Competitive Advantage! - Major Drivers

PagerDuty, a digital operations company, delivered a robust first quarter for the 2025 fiscal year. The company's annual recurring revenue grew to...

Baptista Research

PagerDuty Inc.: Will Its Accelerated Adoption of Operations Cloud Platform Catalyze Revenue Growth In 2024 & Beyond? - Major Drivers

In the Fourth Quarter and Full Fiscal Year 2024 Results, PagerDuty demonstrated solid growth, indicating the company's steady progression in the...

Baptista Research

PagerDuty Inc.: Can The Jeli Acquisition And The New Incident Management Offerings Change The Game? - Major Drivers

PagerDuty exceeded analyst expectations regarding revenue and earnings, surpassing the high end of their guidance ranges. Demonstrating a...

Baptista Research

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