Tag: PD

In this post, I examine PagerDuty (PD). Based on my characteristics of successful software stack investments, PagerDuty meets some but not all of my criteria for recommendation. While their core product offering of on-call management has been a staple for DevOps teams since the company’s founding, a clear path to a much larger product expansion that provides necessary value to digital enterprises is harder to discern. Competitive positioning will also be a challenge, as established IT service providers are now encroaching on PagerDuty’s territory through acquisitions. In this post, I will examine the company’s financials, product offering, addressable market, competitive positioning and leadership team. This will set a foundation and investment framework which investors can use to monitor PagerDuty’s progress going forward.