PagerDuty (PD) reported earnings on Thur 3 Dec 20 (a/h)

 ** charts after earnings **

 

PagerDuty beats by $0.01, beats on revs; guides Q4 EPS below consensus, revs above consensus; guides FY21 EPS below consensus, revs above consensus 

Reports Q3 (Oct) loss of $0.09 per share, excluding non-recurring items, $0.01 better than the S&P Capital IQ Consensus of ($0.10); revenues rose 25.8% year/year to $53.77 mln vs the $52.61 mln S&P Capital IQ Consensus.

Co issues mixed guidance for Q4, sees EPS of ($0.12)-($0.11), excluding non-recurring items, vs. ($0.10) S&P Capital IQ Consensus; sees Q4 revs of $57.0-58.0 mln vs. $55.40 mln S&P Capital IQ Consensus.

Co issues mixed guidance for FY21, sees EPS of ($0.30)-($0.29), excluding non-recurring items, vs. ($0.28) S&P Capital IQ Consensus; sees FY21 revs of $211-212 mln vs. $208.58 mln S&P Capital IQ Consensus.

Earnings this week : Nov 30 - Dec 4, 20 (wk 49)

Monday (Nov 30)

• Morning:  ADNT ATHM NJR OGI
• Afternoon: ZM

Tuesday (Dec 1)

• Morning: BMO BNS MOMO
• Afternoon:  HOME BOX HPE NTAP CRM TCOM VEEV

Wednesday (Dec 2)

• Morning:  PDCO RY
• Afternoon:  CRWD DSGX ESTC FIVE OKTA PVH SMTC SNOW SPLK SPWH SNPS ZS

Thursday (Dec 3)

• Morning: AZEK CCL CM CBRL DG DCI GMS KR MEI MIK SCWX SIG MEET TD TPTX
• Afternoon:  CLDR COO DOCU DOMO MRVL MDLA OLLI PD RH SAIC SWBI ULTA YEXT ZUMZ ZUO

Friday (Dec 4)  

• None

PagerDuty (PD) reported earnings on Wed 2 Sept 20 (a/h)

 ** charts before earnings **

 

** charts after earnings **

PagerDuty beats by $0.03, reports revs in-line; guides Q3 EPS in-line, revs in-line; guides FY21 EPS in-line, revs in-line

Reports Q2 (Jul) loss of $0.04 per share, excluding non-recurring items, $0.03 better than the S&P Capital IQ Consensus of ($0.07); revenues rose 25.7% year/year to $50.71 mln vs the $50.67 mln S&P Capital IQ Consensus.

Co issues in-line guidance for Q3, sees EPS of ($0.11)-($0.10), excluding non-recurring items, vs. ($0.09) S&P Capital IQ Consensus; sees Q3 revs of $52.0-53.0 mln vs. $52.54 mln S&P Capital IQ Consensus.

Co issues in-line guidance for FY21, sees EPS of ($0.30)-($0.27), excluding non-recurring items, vs. ($0.27) S&P Capital IQ Consensus; sees FY21 revs of $206.0-211.0 mln vs. $208.21 mln S&P Capital IQ Consensus.

Earnings this week : August 31 - September 4, 20 (wk 36)

Monday (Aug 31)

• Morning: CTLT
• Afternoon: SCSC ZM

Tuesday (Sept 1)

• Morning: WSG
• Afternoon: HOME CAL HRB SCVL

Wednesday (Sept 2)

• Morning: BF.B GSX GES M VRA
• Afternoon: AMBA CLDR CPRT CRWD FIVE GWRE MDB PD PVH SAIC SMAR SPWH ZUO

Thursday (Sept 3)

• Morning: CPB CIEN CONN DBI DCI GCO GMS JW.A KFY MEI MIK MOMO PDCO SIG TTC
• Afternoon: AVGO COO DOCU DOMO MDLA OXM NX SWBI YEXT

Friday (Sept 4) 

• None

Earnings spotlight:

• Zoom Video (NASDAQ:ZM) on August 31; 
• At Home Group (NYSE:HOME) and H&R Block (NYSE:HRB) on September 1; 
• Macy's (NYSE:M), Navistar (NYSE:NAV), Five Below (NASDAQ:FIVE), Crowdstrike (NASDAQ:CRWD) and Science Applications (NYSE:SAIC) on September 2; 
• Momo (NASDAQ:MOMO), Campbell Soup (NYSE:CPB), Docusign (NASDAQ:DOCU) and Broadcom (NASDAQ:AVGO) on September 3.

PagerDuty (PD) reported earnings on Thur 5 Sept 19 (a/h)

** charts before earnings **

 

** charts after earnings **

PagerDuty beats by $0.03, beats on revs; guides Q3 EPS in-line, revs in-line; guides FY20 EPS above consensus, revs in-line

Reports Q2 (Jul) loss of $0.07 per share, $0.03 better than the S&P Capital IQ Consensus of ($0.10); revenues rose 45.8% year/year to $40.4 mln vs the $39.12 mln S&P Capital IQ Consensus.

PD had over 12,000 customers as of July 31, 2019.

Non-GAAP gross margin was 85.7% compared to Non-GAAP gross margin of 86.2% in 2Q19.

Co issues in-line guidance for Q3, sees EPS of ($0.10)-($0.09) vs. ($0.09) S&P Capital IQ Consensus; sees Q3 revs of $41.5-$42.5 mln vs. $41.61 mln S&P Capital IQ Consensus.

Co issues guidance for FY20, sees EPS of ($0.37)-($0.36) vs. ($0.38) S&P Capital IQ Consensus; sees FY20 revs of $162-$164 mln vs. $162.40 mln S&P Capital IQ Consensus.

Earnings this week : Sept 2 - 6, 19 (wk 36)

Monday (Sept 2)

• Labor Day Holiday

Tuesday (Sept 3)

• Morning: CONN NSSC TUFN
• Afternoon: COUP EGAN GSM HQY

Wednesday (Sept 4)

• Morning: AEO MIK  NAV VRA
• Afternoon: AVAV HOME CLDR CPRT DSGX MDB PANW PVTL REVG WORK SMAR VRNT

Thursday (Sept 5)

• Morning: BITA CIEN DCI GIII JW.A KIRK LE LVGO MDP SCWX SIG
• Afternoon: ABM CDMO CRWD DOCU DOMO GWRE KFY LULU MDLA PD NX SAIC ZM ZUMZ

Friday (Sept 6) 

• Morning: BRC GCO

Notable earnings reports:

• Coupa Software (NASDAQ:COUP) on September 3; Slack Technologies (WORK), Palo Alto Networks (NYSE:PANW), MongoDB (NASDAQ:MDB), Cloudera (NYSE:CLDR) and Pivotal Software (NYSE:PVTL) on September 4; Lululemon (LULU), DocuSign (NASDAQ:DOCU), Signet Jewelers (NYSE:SIG) and Zoom Video (NASDAQ:ZM) on September 5; Brady (NYSE:BRC) on September 6.

PagerDuty (PD) reported earnings on Thur 6 June 19 (a/h)

** charts before earnings **

 

** charts after earnings **

 

PagerDuty reports Q1 EPS inline, beats on revs; issues inline Q2 EPS guidance, upside revenue guidance; issues upside FY20 EPS and revenue guidance

• Co reports 1Q20 earnings of ($0.22), inline with the S&P Capital IQ Consensus of ($0.22). Revenue rose 49% yr/yr to $37.3 mln vs. the $34.92 mln S&P Capital IQ Consensus.
• Non-GAAP gross margin was 85.7% compared to Non-GAAP gross margin of 84.7% in 1Q19
• Co issues guidance for Q2, sees EPS of ($0.10)-($0.09) vs. the ($0.10) S&P Capital IQ Consensus; revs of $38.5-$39.5 mln vs. the $37.12 mln Capital IQ Consensus.
• Co issues upside guidance for FY20, sees EPS of ($0.38)-($0.37) vs. the ($0.39) S&P Capital IQ Consensus Estimate; sees revs $161-163 mln vs $155.83 mln S&P Capital IQ Consensus Estimate.

Earnings this week : June 3 - 7, 19 (wk 23)

Monday (June 3)

• Afternoon: BOX CAL COUP GSM

Tuesday (June 4)

• Morning: CBRL CMD DCI LE NAV TIF
• Afternoon: AMBA CRM GME GWRE HQY NX PVTL

Wednesday (June 5)

• Morning: AEO BF.B CPB GIII SCWX VRA
• Afternoon: ABM CLDR ESTC FIVE GEF MDB REVG SMAR SFIX UNFI

Thursday (June 6)

• Morning: CIEN HOME KIRK MIK SAIC SIG SJM
• Afternoon: BYND DOCU DOMO GES OLLI PD PRSP MTN ZM ZUMZ

Friday (June 7) 
None

• Monday: May ISM Manufacturing Index (prior 52.8) and April Construction Spending (prior -0.9%) at 10:00 ET
• Tuesday: April Factory Orders (prior 1.9%) at 10:00 ET
• Wednesday: Weekly MBA Mortgage Index (prior -3.3%) at 7:00 ET; May ADP Employment Change (prior 275,000) at 8:15 ET; May ISM Non-Manufacturing Index (prior 55.5) at 10:00 ET; weekly crude oil inventories (prior -300,000) at 10:30 ET; and Fed's June Beige Book at 14:00 ET
• Thursday: Weekly Initial Claims (prior 215,000), Continuing Claims (prior 1.657 mln), April Trade Balance (prior -$50.00 bln), Q1 Revised Productivity (prior 3.6%) and Q1 Revised Unit Labor Costs (prior -0.9%) at 8:30 ET; and weekly natural gas inventories (prior +114 bcf) at 10:30 ET
• Friday: May Nonfarm Payrolls (prior 263,000), Nonfarm Private Payrolls (prior 236,000), Average Hourly Earnings (prior 0.2%), Unemployment Rate (prior 3.6%), and Average Workweek (prior 34.4) at 8:30 ET; April Wholesale Inventories (prior -0.1%) at 10:00 ET; and April Consumer Credit (prior $10.30 bln) at 15:00 ET