The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: William Kingsley Crane - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Congrats on the quarter. First one would be the excellent traction with partner ecosystem integrations. A number of companies, CloudFlare,
Freshworks, Symphony, are you seeing any particular areas that you have the most traction or that's surprising you the most?
Question: William Kingsley Crane - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: That's really encouraging. And then one quick follow-up would be really encouraging to hear the strength in the largest enterprises. In this segment,
are you hearing anything new? Is it that win rates are improving against competitors like OpsGenie? Or is it really just that these customers are
Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst
: Yes. Matt Stotler, William Blair. I guess first to start off, you guys have highlighted some, I guess, use case-specific solutions recently, including
customer service, cloud operations, business response. Obviously, some of these are still relatively early innings, but would love to maybe get some
thoughts on early interest from customers, how meaningful do you think these could be over time?
Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst
: Right. Right. That's helpful. And then just a quick follow-up. You gave some commentary around the new pricing model. Obviously, it sounds like
the early response to the freemium structure has been positive. Can you talk about kind of looking forward, any mechanisms that you have in place
to start converting those freemium customers or how you think about kind of making those free users into paying customers?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Jen, obviously, hearing you talk about an inflection point and confidence and momentum continuing. It's really great to hear. It seems to me like
it's a combination of just perhaps better buying but also better execution. And I know Dave has been there now for a while. Could you talk about
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DECEMBER 03, 2020 / 10:00PM, PD.N - Q3 2021 PagerDuty Inc Earnings Call
the specifics on like what you can control versus the environment? Because it almost feels to me like you feel better about both aspects. But even
if COVID cases spike, your ability to execute seems higher as well. I'm just sort of curious on Dave's contributions thus far.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: That is really, really great to hear. And then I guess, on the Q2 -- on your last call, Q2 call, you noted you closed one of your largest enterprise deals
ever in August. You maybe addressed it in the prepared remarks. I wasn't quite certain if you hit on that particular customer. If you did or maybe
if you didn't, could you maybe shine a little bit more light on that use case? And I don't know if there's any way to scope out what sort of magnitude
of a deal that might be. Certainly a great data point.
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