Dynatrace, Inc.
49.01-0.63 (-1.27%)
Oct 29, 4:00:02 PM EDT · NYSE · DT · USD
Key Stats
Market Cap
14.78BP/E (TTM)
30.25Basic EPS (TTM)
1.62Dividend Yield
0%Recent Filings
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.
10-Q
Q1 FY2026 results
Dynatrace posted solid Q1 FY2026 results, with total revenue climbing 20% year-over-year to $477.3 million, driven by 20% subscription growth to $457.5 million; quarter-over-quarter, revenue rose 7% from $446.6 million (derived). Gross margin held steady at 82%, while operating income jumped 48% to $62.3 million, reflecting tighter expense control amid 24% higher R&D and 14% increased sales and marketing spends. Diluted EPS of $0.16 matched basic, aligning with 304.2 million weighted shares and no material anti-dilution. Cash swelled to $1.25 billion, bolstered by $270 million in operating cash flow and $262 million free cash flow (derived), with $399 million revolver availability and no debt outstanding. North America led at 51% of revenue. Yet competition in observability remains fierce.
8-K
Dynatrace Q1 beats estimates
Dynatrace kicked off fiscal 2026 with a bang, smashing guidance as total ARR hit $1,822 million, up 18% year-over-year, while subscription revenue surged 20% to $458 million on constant currency. Strong seven-figure expansions and log management uptake fueled the growth, alongside platform innovations like agentic AI and NVIDIA integration. It exceeded expectations. Yet, the company raised full-year ARR guidance to $1,988-$2,003 million amid forex tailwinds, while noting macroeconomic risks could temper demand.
8-K
Dynatrace adopts majority voting
Dynatrace updated its bylaws on July 5, 2025, shifting to a majority voting standard for uncontested director elections while keeping plurality for contested ones. If an incumbent director fails to win a majority, they must tender resignation, with the board deciding acceptance within 90 days of vote certification. This bolsters shareholder input on board composition. No financial impact disclosed.
10-K
FY2025 results
Dynatrace's FY2025 revenue climbed 19% y/y to $1.7B, driven by 15% ARR growth to $1.73B and robust subscription uptake amid AI observability demand, though Q4 specifics remain undisclosed in the 10-K. Subscription revenue, comprising 95% of total, expanded 19% y/y, fueled by new customer wins and expansions in cloud-native environments, while service revenue edged up 8% on deployment timing. Operating income hit $179M (GAAP) and $494M (non-GAAP), with free cash flow surging to $431M, reflecting disciplined cost management despite 26% R&D hike for platform innovation. Q4 momentum showed sequential ARR acceleration, but quarterly breakdowns are not detailed; liquidity stands strong at $1.02B cash, bolstered by $399M Credit Facility availability and $327M share repurchase authorization. No annual guidance disclosed. Yet rapid revenue growth may falter amid economic headwinds.
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