Dynatrace Inc
NYSE:DT

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Dynatrace Inc Logo
Dynatrace Inc
NYSE:DT
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Price: 44.45 USD 0.32% Market Closed
Market Cap: 13.4B USD

Dynatrace Inc
Investor Relations

Dynatrace Inc. has carved a niche in the digital world by offering a sophisticated software intelligence platform that helps businesses optimize their performance. Born out of Linz, Austria, in 2005, this company has grown into a global powerhouse, addressing the complex needs of modern enterprises grappling with cloud infrastructures, microservices, and dynamic IT environments. Dynatrace employs AI-driven technology to provide deep insights into application performance, infrastructure, and user experience. By using a single agent architecture, it automates the process of monitoring and analyzing data across the entire IT stack, from the user's experience to the cloud and everything in between. This allows companies to identify and resolve issues faster, improve user experience, and enhance operational efficiency, making their digital transformations smoother and more predictable.

Revenue for Dynatrace flows primarily through a subscription-based model. The company's software-as-a-service (SaaS) offering is designed to be scalable and adaptable to the needs of large enterprises and small businesses alike. Clients pay for access to the platform, which provides ongoing monitoring, analytics, and optimization tools tailored to their operational requirements. This consistent subscription revenue allows Dynatrace to invest heavily in research and development, ensuring their platform remains at the forefront of innovation. Furthermore, by integrating seamlessly with a myriad of third-party technologies and platforms, Dynatrace ensures that clients can maintain their existing systems while still benefiting from its comprehensive monitoring solutions. This entrenched position creates a compelling value proposition, driving customer retention and growth through enhanced digital capabilities.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Nov 5, 2025
AI Summary
Q2 2026

Strong Quarter: Dynatrace exceeded guidance across all major metrics in Q2, with ARR up 16%, subscription revenue up 17%, and strong profitability.

Guidance Raised: The company increased its full-year outlook for ARR, revenue, operating income, and EPS, citing robust demand and execution.

Log Management Growth: Logs remain the fastest-growing product category, with consumption growing over 100% year-over-year and rapidly approaching $100 million.

DPS Adoption: Dynatrace Platform Subscription (DPS) model now covers 50% of customers and 70% of ARR, driving higher adoption and expansion rates.

Strategic Partnerships: Recently announced collaborations with ServiceNow, Atlassian, and GitHub are enhancing platform capabilities and customer integrations.

Consumption Outpaces Revenue: Platform consumption growth is over 20%, outpacing ARR and revenue growth and serving as a key indicator for future expansion.

Large Deal Momentum: Pipeline for strategic accounts is up 45% year-over-year, and large deals (7-figure ACVs) grew 53% versus last year.

Prudent Outlook: While demand is strong, guidance for the second half includes caution due to the timing variability of large deals and a dynamic macro environment in EMEA.

Key Financials
Annual Recurring Revenue
$1.9B
Net New ARR
$70M
Subscription Revenue
$473M
Total Revenue
$494M
Operating Margin
31%
Net Income
$133M
Earnings Per Share
$0.44
Free Cash Flow
$28M (Q2); $473M trailing 12 months
Free Cash Flow Margin
26% (trailing 12 months)
Pretax Free Cash Flow Margin
32% (trailing 12 months)
Net Retention Rate
111%
Gross Retention Rate
mid-90s
Average ARR per New Logo
over $140,000 (trailing 12 months)
Average ARR per Customer
over $450,000
Platform Consumption Growth
over 20%
Log Management Consumption
approaching $100M annualized; over 100% YoY growth
ODC Revenue
$7M
Share Repurchase
$50M in Q2; $268M total since May 2024
DPS Customer Penetration
50% of customers; 70% of ARR on DPS
Strategic Account Pipeline
up 45% YoY
7-figure ACV Deal Growth
up 53% YoY
Earnings Call Recording
Other Earnings Calls

Management

Mr. Rick M. McConnell
CEO & Director
No Bio Available
Mr. Bernd Greifeneder
Founder, Executive VP & CTO
No Bio Available
Mr. James Martin Benson
Executive VP, CFO & Treasurer
No Bio Available
Mr. Matthias Dollentz-Scharer
Executive VP & Chief Customer Officer
No Bio Available
Mr. Dan Zugelder
Executive VP & Chief Revenue Officer
No Bio Available
Mr. Daniel Yates
Senior VP, Corporate Controller & Chief Accounting Officer
No Bio Available
Ms. Noelle Faris
Vice President of Investor Relations
No Bio Available
Ms. Nicole Fitzpatrick J.D.
Executive VP, Chief Legal Officer & Secretary
No Bio Available
Ms. Laura Heisman
Chief Marketing Officer
No Bio Available
Ms. Susan Quackenbush
Senior VP & Chief People Officer
No Bio Available

Contacts

Address
MASSACHUSETTS
Waltham
1601 Trapelo Rd Ste 116
Contacts
+17815301000.0
ir.dynatrace.com