DT
Dynatrace, Inc.44.17
-0.21-0.47%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q3 '26
Q&A reinforces momentum, logs surge
Q&A largely reaffirmed prepared remarks on ARR stabilization at 16% and logs surpassing $100 million, but surfaced logs growing over 100% YoY since late-2024 product tweaks, now embedded in most end-to-end observability deals as a major ARR driver. Management dismissed smaller rivals and LLM threats, stressing Grail/SmartScape moats for enterprise dynamism. Near-term mix stays one-third new logos, two-thirds expansions, with developer focus via DevCycle to lift volume. Consumption exceeds 20%, outpacing ARR. Logs explode. Confident Q4 double-digit net new ARR; investors watch FY27 NRR inflection and acceleration potential.
Key Stats
Market Cap
13.32BP/E (TTM)
26.45Basic EPS (TTM)
1.67Dividend Yield
0%Recent Filings
10-Q
Q3 FY2026 results
Dynatrace posted Q3 FY2026 revenue of $515.5M, up 18% y/y from $436.2M, with subscription revenue hitting $493.4M (also +18% y/y); gross margin held steady at 81%. Operating income jumped to $72.7M from $47.5M y/y, while diluted EPS of $0.13 reconciles cleanly to 303M shares. Cash swelled to $1.1B with $155M investments; $400M revolver sits fully available, no debt drawn. Operating cash flow ran $335M YTD, free cash flow $317M (derived). Repurchased $255M in shares YTD. Markets stay brutally competitive.
8-K
Crushed Q3; $1B buyback
Dynatrace crushed Q3 FY26 estimates with ARR up 16% constant currency to $1,972M, revenue at $515M (18% YoY), and GAAP operating margin hitting 14%. Board greenlit a fresh $1B share buyback after wrapping the prior $500M program, funded by cash flows. Raised FY26 guidance across the board. Repurchases flex with markets.
8-K
Crushed Q2; raised FY26 guidance
Dynatrace crushed Q2 FY26 estimates with ARR at $1,899M, up 17% YoY (16% constant currency), subscription revenue $473M (up 18%), GAAP operating margin 15%, and non-GAAP 31%. Raised FY26 ARR guidance to $2,010-2,025M and revenue $1,985-1,995M, fueled by 53% growth in 7-figure partner deals. Spent $50M on buybacks. Momentum builds.
10-Q
Q2 FY2026 results
Dynatrace posted Q2 FY2026 revenue of $493.8M, up 18% y/y and (derived) 7% q/q from estimated Q1, driven by 18% subscription growth to $473.1M while North America held steady at 51%. Operating income jumped to $73.0M from $47.0M y/y, lifting gross margin to 82% from 81%, with diluted EPS steady at $0.19 on 304M shares. Cash swelled to $1.2B, bolstered by $302M YTD operating cash flow (FCF $290M derived); $399M revolver available, no debt drawn. Repurchased $95M shares YTD. Markets stay brutally competitive.
8-K
Dynatrace annual meeting results
Dynatrace stockholders convened their annual meeting on August 20, 2025, electing Lisa Campbell, Amol Kulkarni, and Steve Rowland as Class III directors for three-year terms ending in 2028, despite Kulkarni's narrower margin with 96 million votes against. They ratified Ernst & Young LLP as auditors for the fiscal year through March 31, 2026, with overwhelming support of 257 million for votes. An advisory approval of executive compensation passed, signaling alignment on pay practices. Board refreshment bolsters governance continuity.
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