Workflow
Dynatrace(DT)
icon
Search documents
Dynatrace(DT) - 2021 Q4 - Annual Report
2021-05-27 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39010 Dynatrace, Inc. (Exact name of registrant as specified in its charter) Delaware 47-2386428 (State or other jurisdiction of incorpo ...
Dynatrace(DT) - 2021 Q4 - Earnings Call Transcript
2021-05-12 19:30
Dynatrace, Inc. (NYSE:DT) Q4 2021 Earnings Conference Call May 12, 2021 8:00 AM ET Company Participants Noelle Faris - Vice President of Investor Relations John Van Siclen - Chief Executive Officer Kevin Burns - Chief Financial Officer Conference Call Participants Bhavan Suri - William Blair Raimo Lenschow - Barclays Capital Gray Powell - BTIG David Hynes - Canaccord Matt Hedberg - RBC Andrew Nowinski - D.A. Davidson Sterling Auty - JP Morgan Jack Andrews - Needham & Company Operator Hello, and welcome to t ...
Dynatrace(DT) - 2021 Q3 - Earnings Call Transcript
2021-02-03 19:25
Dynatrace, Inc. (NYSE:DT) Q3 2021 Earnings Conference Call February 3, 2021 8:00 AM ET Company Participants Noelle Faris - Vice President, Investor Relations John Van Siclen - Chief Executive Officer Kevin Burns - Chief Financial Officer Conference Call Participants Matt Hedberg - RBC Capital Markets Jennifer Lowe - UBS Sterling Auty - JPMorgan Bhavan Suri - William Blair Andrew Nowinski - D.A. Davidson David Hynes - Canaccord Walter Pritchard - Citi Operator Greetings and welcome to the Dynatrace Fiscal Th ...
Dynatrace(DT) - 2021 Q3 - Quarterly Report
2021-02-02 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39010 Dynatrace, Inc. | --- | --- | |----------------------------------------------------------------------------------|----- ...
Dynatrace(DT) - 2021 Q2 - Earnings Call Transcript
2020-10-28 17:16
Dynatrace, Inc. (NYSE:DT) Q2 2021 Results Earnings Conference Call October 28, 2020 8:00 AM ET Company Participants Noelle Faris - Vice President, Investor Relations John Van Siclen - Chief Executive Officer Kevin Burns - Chief Financial Officer Conference Call Participants Bhavan Suri - William Blair Raimo Lenschow - Barclays Matt Hedberg - RBC Capital Markets Jennifer Lowe - UBS Sterling Auty - JPMorgan Keith Bachman - Bank of Montreal Walter Pritchard - Citi Operator Ladies and gentlemen, thank you for s ...
Dynatrace(DT) - 2021 Q2 - Quarterly Report
2020-10-28 11:50
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39010 Dynatrace, Inc. | --- | --- | |----------------------------------------------------------------------------------|---- ...
Dynatrace(DT) - 2021 Q1 - Quarterly Report
2020-07-30 22:59
(Mark One) | --- | --- | |----------------------------------------------------------|------------| | SECURITIES AND EXCHANGE Washington, D.C. 20549 | COMMISSION | | FORM 10-Q | | ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39010 | --- | --- | |---------------------- ...
Dynatrace(DT) - 2021 Q1 - Earnings Call Transcript
2020-07-29 18:37
Financial Data and Key Metrics Changes - Annual Recurring Revenue (ARR) grew to $601 million, up 39% year-over-year, an increase of $164 million compared to the previous year [44] - Total revenue for Q1 was $155.5 million, representing a 30% year-over-year increase, driven by a 37% growth in subscription revenue [48][49] - Non-GAAP operating income was $50.8 million, leading to a non-GAAP operating margin of 33%, up 11 percentage points from the previous year [50] - Non-GAAP net income was $36.9 million or $0.13 per share, exceeding guidance by $0.03 [51] - Remaining performance obligation (RPO) was $857 million, a 40% increase year-over-year, with the current portion expected to be recognized as revenue over the next 12 months at $503 million, up 42% year-over-year [55] Business Line Data and Key Metrics Changes - Subscription revenue growth was a significant driver of overall revenue, with classic license revenue now representing less than 1% of total revenue [48] - ARR per customer increased to $229,000, up over 10% year-over-year [45] - The number of customers using three or more modules increased by 44% over the past six months, indicating strong platform expansion [41] Market Data and Key Metrics Changes - The company added 85 net new customers in Q1, bringing the total customer count to 2,458 [46] - The net expansion rate remained above 120% for the ninth consecutive quarter, reflecting strong customer retention and expansion [16][61] Company Strategy and Development Direction - The company plans to continue investing in growth, expanding its global team by over 90 employees in Q1 and expecting over 100 more in Q2 [34] - Focus on digital transformation projects is expected to accelerate, with 75% of CEOs anticipating an increase in such projects according to a recent survey [14] - The company aims to leverage its position in the multicloud environment, emphasizing the need for intelligent observability and automation [26][27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's sustainable growth potential despite economic uncertainties, highlighting the critical role of digital transformation for business success [43] - The company anticipates a strong pipeline for new logos and expects to add approximately 450 new logos for the remainder of the year [47] - Management noted that the ongoing pandemic has shifted customer conversations towards essential projects, enhancing the company's value proposition [80] Other Important Information - The company completed its FedRAMP certification, allowing broader access to U.S. government digital transformation efforts [35] - The company is committed to ongoing innovation, with a focus on expanding capabilities across its monetizable modules [36][39] Q&A Session Summary Question: Can you talk about the level of monitoring at some of these customers? - Management noted that as companies accelerate digital transformation, the complexity of their environments increases, necessitating advanced observability solutions like Dynatrace [67] Question: Can you remind us roughly what the benefit was last year on that class of conversion? - Management indicated that the reduction in ARR growth was primarily due to the transition of customers to the Dynatrace platform, with a consistent growth rate of 39% on a constant currency basis [68] Question: Is the increase in ARR guidance purely a function of the change in the assumption around net retention? - Management clarified that the increase in guidance is a combination of stronger new logo growth and an improved net expansion rate [74] Question: What have you done differently in this new environment of no travel to generate new logo demand? - Management highlighted that conversations have shifted to emphasize the essential nature of projects, facilitating smoother sales cycles [80] Question: Can you provide metrics that represent the monitoring side of the business versus the APM side? - Management shared that the cross-selling of modules is increasing, with a shift from 80% APM and 20% emerging products to approximately 70% APM and 30% emerging products [87]
Dynatrace(DT) - 2020 Q4 - Annual Report
2020-05-27 20:27
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39010 Dynatrace, Inc. | --- | --- | |-------|------------------------------------------------------------------------------------------- ...
Dynatrace(DT) - 2020 Q3 - Quarterly Report
2020-01-31 17:21
(Mark One) | --- | --- | |----------------------------------------------------------|------------| | SECURITIES AND EXCHANGE Washington, D.C. 20549 | COMMISSION | | FORM 10-Q | | ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39010 | --- | --- | |------------------ ...