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Side-by-side financial comparison of PagerDuty, Inc. (PD) and Skillsoft Corp. (SKIL). Click either name above to swap in a different company.
Skillsoft Corp. is the larger business by last-quarter revenue ($129.0M vs $124.5M, roughly 1.0× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -32.0%, a 161.7% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -6.0%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-19.3M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -3.2%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Skillsoft is an American educational technology company that produces learning management system software and content.
PD vs SKIL — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $124.5M | $129.0M |
| Net Profit | $161.6M | $-41.3M |
| Gross Margin | 85.3% | 72.7% |
| Operating Margin | 6.5% | -26.6% |
| Net Margin | 129.7% | -32.0% |
| Revenue YoY | 4.7% | -6.0% |
| Net Profit YoY | 2827.7% | -74.9% |
| EPS (diluted) | $1.69 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $124.5M | $129.0M | ||
| Q3 25 | $123.4M | $128.8M | ||
| Q2 25 | $119.8M | $124.2M | ||
| Q1 25 | $121.4M | $133.8M | ||
| Q4 24 | $118.9M | $137.2M | ||
| Q3 24 | $115.9M | $132.2M | ||
| Q2 24 | $111.2M | $127.8M | ||
| Q1 24 | $111.1M | $137.5M |
| Q4 25 | $161.6M | $-41.3M | ||
| Q3 25 | $9.6M | $-23.8M | ||
| Q2 25 | $-7.2M | $-38.0M | ||
| Q1 25 | $-8.8M | $-31.1M | ||
| Q4 24 | $-5.9M | $-23.6M | ||
| Q3 24 | $-10.9M | $-39.6M | ||
| Q2 24 | $-17.1M | $-27.6M | ||
| Q1 24 | $-28.2M | $-245.3M |
| Q4 25 | 85.3% | 72.7% | ||
| Q3 25 | 84.6% | 74.5% | ||
| Q2 25 | 84.0% | 74.0% | ||
| Q1 25 | 83.6% | 74.9% | ||
| Q4 24 | 83.0% | 75.0% | ||
| Q3 24 | 82.7% | 75.4% | ||
| Q2 24 | 82.6% | 73.0% | ||
| Q1 24 | 81.7% | 72.0% |
| Q4 25 | 6.5% | -26.6% | ||
| Q3 25 | 2.9% | -9.2% | ||
| Q2 25 | -8.6% | -14.6% | ||
| Q1 25 | -9.6% | -12.9% | ||
| Q4 24 | -8.7% | -6.7% | ||
| Q3 24 | -13.8% | -14.6% | ||
| Q2 24 | -19.5% | -18.6% | ||
| Q1 24 | -30.1% | -165.8% |
| Q4 25 | 129.7% | -32.0% | ||
| Q3 25 | 7.8% | -18.5% | ||
| Q2 25 | -6.0% | -30.6% | ||
| Q1 25 | -7.2% | -23.3% | ||
| Q4 24 | -5.0% | -17.2% | ||
| Q3 24 | -9.4% | -29.9% | ||
| Q2 24 | -15.4% | -21.6% | ||
| Q1 24 | -25.3% | -178.4% |
| Q4 25 | $1.69 | — | ||
| Q3 25 | $0.10 | — | ||
| Q2 25 | $-0.07 | — | ||
| Q1 25 | $-0.12 | — | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | $-0.26 | — | ||
| Q1 24 | $-0.34 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $547.8M | $74.6M |
| Total DebtLower is stronger | — | $570.2M |
| Stockholders' EquityBook value | $320.5M | $4.0M |
| Total Assets | $1.0B | $897.6M |
| Debt / EquityLower = less leverage | — | 142.97× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $74.6M | ||
| Q3 25 | $567.9M | $100.5M | ||
| Q2 25 | $597.1M | $127.8M | ||
| Q1 25 | $570.8M | $100.8M | ||
| Q4 24 | $542.2M | $97.9M | ||
| Q3 24 | $599.3M | $122.7M | ||
| Q2 24 | $592.8M | $142.0M | ||
| Q1 24 | $571.2M | $136.3M |
| Q4 25 | — | $570.2M | ||
| Q3 25 | — | $571.2M | ||
| Q2 25 | — | $572.2M | ||
| Q1 25 | $484.5M | $573.3M | ||
| Q4 24 | — | $574.3M | ||
| Q3 24 | — | $575.4M | ||
| Q2 24 | — | $576.4M | ||
| Q1 24 | $489.5M | $577.5M |
| Q4 25 | $320.5M | $4.0M | ||
| Q3 25 | $180.7M | $42.5M | ||
| Q2 25 | $145.7M | $62.6M | ||
| Q1 25 | $129.8M | $93.8M | ||
| Q4 24 | $111.6M | $120.5M | ||
| Q3 24 | $164.7M | $141.4M | ||
| Q2 24 | $174.0M | $182.1M | ||
| Q1 24 | $171.6M | $205.6M |
| Q4 25 | $1.0B | $897.6M | ||
| Q3 25 | $891.5M | $969.4M | ||
| Q2 25 | $926.8M | $1.0B | ||
| Q1 25 | $927.3M | $1.1B | ||
| Q4 24 | $866.8M | $1.1B | ||
| Q3 24 | $916.0M | $1.1B | ||
| Q2 24 | $924.0M | $1.2B | ||
| Q1 24 | $925.3M | $1.3B |
| Q4 25 | — | 142.97× | ||
| Q3 25 | — | 13.45× | ||
| Q2 25 | — | 9.13× | ||
| Q1 25 | 3.73× | 6.11× | ||
| Q4 24 | — | 4.77× | ||
| Q3 24 | — | 4.07× | ||
| Q2 24 | — | 3.16× | ||
| Q1 24 | 2.85× | 2.81× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $24.8M | $-18.9M |
| Free Cash FlowOCF − Capex | $24.1M | $-19.3M |
| FCF MarginFCF / Revenue | 19.3% | -15.0% |
| Capex IntensityCapex / Revenue | 0.6% | 0.4% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $10.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $-18.9M | ||
| Q3 25 | $34.0M | $-17.8M | ||
| Q2 25 | $30.7M | $31.3M | ||
| Q1 25 | $31.4M | $17.8M | ||
| Q4 24 | $22.1M | $8.7M | ||
| Q3 24 | $35.8M | $-11.4M | ||
| Q2 24 | $28.6M | $14.9M | ||
| Q1 24 | $22.2M | $11.5M |
| Q4 25 | $24.1M | $-19.3M | ||
| Q3 25 | $33.1M | $-18.5M | ||
| Q2 25 | $30.2M | $30.8M | ||
| Q1 25 | $30.3M | $17.0M | ||
| Q4 24 | $21.5M | $8.3M | ||
| Q3 24 | $35.1M | $-11.7M | ||
| Q2 24 | $28.2M | $14.8M | ||
| Q1 24 | $21.2M | $11.1M |
| Q4 25 | 19.3% | -15.0% | ||
| Q3 25 | 26.8% | -14.3% | ||
| Q2 25 | 25.2% | 24.8% | ||
| Q1 25 | 24.9% | 12.7% | ||
| Q4 24 | 18.1% | 6.0% | ||
| Q3 24 | 30.3% | -8.8% | ||
| Q2 24 | 25.4% | 11.6% | ||
| Q1 24 | 19.1% | 8.0% |
| Q4 25 | 0.6% | 0.4% | ||
| Q3 25 | 0.7% | 0.5% | ||
| Q2 25 | 0.4% | 0.4% | ||
| Q1 25 | 0.9% | 0.6% | ||
| Q4 24 | 0.5% | 0.3% | ||
| Q3 24 | 0.5% | 0.2% | ||
| Q2 24 | 0.4% | 0.1% | ||
| Q1 24 | 0.9% | 0.3% |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
SKIL
| SAAS And Subscription Services | $93.5M | 73% |
| Virtual Ondemand And Classroom And Individualized Coaching | $28.2M | 22% |
| Professional Services | $7.3M | 6% |