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PagerDuty has been a regular topic on The Razor's Edge for over a year, and this month's earnings seemed to reward that attention, as the company crossed the magic 30%+ revenue growth barrier for the first time since the pandemic began.
To get more details on what drove that acceleration and what might come next, we spoke with Howard Wilson, PagerDuty's CFO. We talked about the macro climate driving PagerDuty's opportunity, the competition they are seeing and why they remain confident about it, and what product expansion looks like.
Justen Stepka, regular Razor's Edge guest and formerly of Atlassian and Docker, joined us, and the conversation went deep on strategy, tactics, and opportunities across the board. We think you'll get a lot out of this episode.
Topics Covered
China Stocks and Boeing, And Whether To Venture Into Troubled Waters
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?
The AI Rally: Sorting out Heft from Hype
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year
Docusign, Zoom, MongoDB, and the SaaS Circle of Life
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0
Roku’s Wipeout and whether the Black Box will Open
Twitter Trial Breakdown
The Bear Market Is Here: What Next?
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
The Twitter Endgame, Again: Logic & Legality
Growth Stocks Approaching a Bottom?
The Changing Story At Juniper, A Rare 2022 Tech Winner
Twitter’s Endgame
The Consumer Goods Cliff, and also Elon Musk and Twitter
The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market
New Year, Same Trading? Breaking Down The Bumpy Start To 2022
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