DT
Dynatrace, Inc.44.17
-0.21-0.47%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
13.32BP/E (TTM)
26.45Basic EPS (TTM)
1.67Dividend Yield
0%Recent Filings
8-K
10-Q
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.
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