Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Dynatrace (DT) .Dynatrace currently has an average brokerage recommendatio ...

Core Insights - Edge Delta has integrated with Dynatrace, enabling organizations to optimize telemetry data collection and analysis while reducing costs and noise [1][2][3] Company Overview - Edge Delta provides intelligent, end-to-end Telemetry Pipelines that enhance observability and security data management [4] - Dynatrace is a leading provider of unified observability and AI-powered monitoring solutions, featuring advanced technologies like the Grail data lakehouse [6] Integration Benefits - The integration allows for intelligent collection and pre-processing of log, metric, and trace data, ensuring only valuable data is ingested [2][8] - Cost reduction is achieved by filtering and aggregating data at the source, which decreases the volume of data ingested by Dynatrace [8] - Enhanced data clarity is provided by structuring and optimizing logs before they reach Dynatrace Grail, leading to more efficient querying [8] - Faster issue detection is facilitated by identifying anomalies earlier in the pipeline, preventing downstream impacts on user experience [8] - Improved query performance is realized by leveraging Grail to boost performance through the ingestion of high-value data [8]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments in complex instruments like cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about high-risk financial instruments, including cryptocurrencies and CFDs, which are complex and can lead to significant financial losses [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1]. - The content may not be provided in real-time and may not be accurate, highlighting the need for caution [1].

Core Insights - FreedomPay has been awarded the Advocate of the Year Award at Perform 2025, recognizing its exceptional partnership with Dynatrace in the field of AI observability [1][2] - The award highlights FreedomPay's commitment to sharing insights and navigating AI challenges, showcasing the value of Dynatrace's solutions for businesses [2][5] Company Achievements - FreedomPay has achieved an 80% reduction in meantime to resolution and a 50% improvement in transaction speed through its partnership with Dynatrace, enhancing security for sensitive financial data [4] - The company's technology is designed to deliver robust performance in complex global commerce environments, serving major sectors such as retail, hospitality, and healthcare [6][7] Industry Impact - As AI continues to transform the payments landscape, FreedomPay's advocacy for Dynatrace is seen as crucial for unlocking AI's potential while managing associated risks [5] - FreedomPay's Next Level Commerce™ platform is positioned as a leading solution for modernizing payment systems, emphasizing the importance of observability in ensuring secure transactions [6][7]

Core Insights - FreedomPay has been awarded the Advocate of the Year Award at Perform 2025, recognizing its exceptional partnership with Dynatrace in the field of AI observability [1][2]. Group 1: Partnership and Recognition - The Advocate of the Year Award highlights FreedomPay's commitment to collaborating with Dynatrace and sharing insights on AI observability [2]. - FreedomPay's advocacy demonstrates how Dynatrace aids businesses in navigating AI challenges, focusing on model performance, cost optimization, and responsible AI governance [2][5]. Group 2: Achievements and Impact - FreedomPay has achieved an 80% reduction in meantime to resolution and a 50% improvement in transaction speed through its partnership with Dynatrace, enhancing security for sensitive financial data [4]. - These improvements lead to better compliance, enhanced security, and reduced operational costs, which are critical in the AI-driven payments landscape [4]. Group 3: Industry Position and Technology - FreedomPay's Next Level Commerce™ platform transforms legacy payment systems, making it a preferred choice for major companies across various sectors including retail, hospitality, and healthcare [6][7]. - The company maintains a robust security environment and was among the first in North America to be validated by the PCI Security Standards Council, showcasing its commitment to security and innovation [7].

Core Viewpoint - The investment outlook for Dynatrace (NYSE: DT) is positive, driven by strong underlying demand and anticipated improvements in sales productivity [1]. Group 1: Investment Strategy - The investment approach focuses on long-term investments while also considering short-term opportunities to uncover alpha [1]. - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1]. - The investment horizon is medium to long-term, targeting companies with solid fundamentals, sustainable competitive advantages, and growth potential [1].

Core Insights - Dynatrace reported revenue of $436.17 million for the quarter ended December 2024, reflecting a year-over-year increase of 19.5% and a surprise of +2.36% over the Zacks Consensus Estimate of $426.11 million [1] - The company's EPS for the quarter was $0.37, up from $0.32 in the same quarter last year, resulting in an EPS surprise of +12.12% compared to the consensus estimate of $0.33 [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) totaled $1.65 billion, slightly below the average estimate of $1.66 billion from nine analysts [4] - Service revenues were reported at $18.96 million, exceeding the nine-analyst average estimate of $17.85 million, with a year-over-year change of +12.9% [4] - Subscription revenues reached $417.21 million, surpassing the nine-analyst average estimate of $408.64 million, marking a year-over-year increase of +19.8% [4] - Gross profit from services was $0.82 million, compared to the average estimate of $0.55 million from five analysts [4] - Gross profit from subscriptions was reported at $356.54 million, slightly below the five-analyst average estimate of $357.90 million [4] Stock Performance - Dynatrace shares have returned +5.5% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Performance - Dynatrace reported quarterly earnings of $0.37 per share, exceeding the Zacks Consensus Estimate of $0.33 per share, and up from $0.32 per share a year ago, representing an earnings surprise of 12.12% [1] - The company posted revenues of $436.17 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 2.36%, compared to year-ago revenues of $365.1 million [2] Market Performance - Dynatrace shares have increased approximately 5.5% since the beginning of the year, outperforming the S&P 500's gain of 2.7% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.29 on revenues of $426.6 million, and for the current fiscal year, it is $1.32 on revenues of $1.67 billion [7] - The estimate revisions trend for Dynatrace is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Computers - IT Services industry, to which Dynatrace belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

In addition to disclosing financial measures prepared in accordance with GAAP, this presentation contains certain non-GAAP financial measures as defined by Requlation & in inonne from roperations, non-GAAP operation margin, non-GAAP net income non-GAAP net income one diluted share, free cash hyve/REE/FCE margin, tre-lax FCF, and goe-tax FCF, also use or discuss non-GAAP financial measures in earnings releases, conference calls, other slide presentations and webcasts. We use these non-GARP financial measures ...

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, 2024 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 jurisdictio ...