PagerDuty, Inc. (PD) Bank of America 2026 Global Technology Conference June 2, 2026 5:00 PM EDT
Company Participants
Jennifer Tejada – Executive Chair of the Board
John DiLullo – CEO & Director
Conference Call Participants
Koji Ikeda – BofA Securities, Research Division
Presentation
Koji Ikeda
BofA Securities, Research Division
Hi, everybody. My name is Koji Ikeda. I am one of the software analysts here at Bank of America on the research side. I am thrilled to have Jennifer Tejada, Executive Chair.
Jennifer Tejada
Executive Chair of the Board
Yes.
Koji Ikeda
BofA Securities, Research Division
It’s the right title now, John Duo.
John DiLullo
CEO & Director
DiLullo.
Koji Ikeda
BofA Securities, Research Division
DiLullo, who is the new CEO of PagerDuty. Thanks so much for doing this. Super appreciate it. So there is a CEO succession plan going on here. .
Question-and-Answer Session
Koji Ikeda
BofA Securities, Research Division
I guess first question, maybe to Jen, why did you feel now is the right time to make this succession? And then, John, I’m going to ask you a couple of questions.
Jennifer Tejada
Executive Chair of the Board
Yes. Thank you for the question. Well, now is the right time because of really two things. One, we felt that we’ve stabilized the retention — some of the retention challenges that we’ve seen in the business. And we’re starting to see growth levers accelerate. So whether you look at 5 consecutive quarters of more than 600 new logos, starting to see some of the green shoots that we’re seeing through our pricing transition going from a seat-based pricing model to a platform and usage-based pricing model, things in the business were starting to really point in a positive direction. And that gave the Board and I comfort provided we could find a great leader that we felt would be the right person to lead the company