Financial Performance - Dynatrace reported an Annual Recurring Revenue (ARR) of $1,647 million, reflecting a year-over-year increase of 16%, or 18% on a constant currency basis[7]. - Total revenue reached $436 million, marking a 19% increase year-over-year, or 20% on a constant currency basis[7]. - Subscription revenue was $417 million, up 20% year-over-year, or 21% on a constant currency basis[7]. - The company achieved a GAAP net income of $361.8 million, or $1.19 per diluted share, for the third quarter[7]. - Total revenue for the three months ended December 31, 2024, was $436,169,000, representing a 19.4% increase from $365,096,000 in the same period of 2023[32]. - Subscription revenue increased to $417,207,000 for the three months ended December 31, 2024, up 19.8% from $348,294,000 year-over-year[32]. - Net income for the nine months ended December 31, 2024, was $444,380,000, compared to $116,688,000 for the same period in 2023, marking a significant increase of 280.5%[32]. - Total revenue for the nine months ended December 31, 2024, reached $1,059,999, up from $888,313 in 2023, which is a growth of 19.3%[45]. Guidance and Expectations - Dynatrace expects fourth quarter total revenue guidance of $432 - $437 million, representing a year-over-year growth of 13% - 15%[14]. - For fiscal year 2025, ARR guidance is set at $1,705 - $1,715 million, with a reported growth of 13% - 14%[14]. - Non-GAAP net income for the fourth quarter is projected to be between $88 - $93 million, with Non-GAAP net income per diluted share expected to be $0.29 - $0.31[14]. - The company expects to maintain revenue growth rates and continue to innovate with new solutions, including through Davis AI, as part of its future strategy[29]. Operating Metrics - GAAP operating margin was 11%, while Non-GAAP operating margin stood at 30%[5]. - Operating cash flow for the nine months ended December 31, 2024, was $296,629,000, compared to $246,437,000 for the same period in 2023, indicating a 20.4% increase[38]. - Non-GAAP income from operations for the nine months ended December 31, 2024, was $375,653, compared to $303,146 for the same period in 2023, marking a 23.9% increase[45]. - Free cash flow for the three months ended December 31, 2024, was $37,569, down from $67,357 in 2023, indicating a decrease of 44.2%[43]. Research and Development - Research and development expenses for the three months ended December 31, 2024, were $98,343,000, up 22.7% from $80,102,000 in the same period of 2023[32]. - The company is investing $50 million in R&D for new technologies aimed at enhancing user experience and operational efficiency[48]. Market Position and Strategy - Dynatrace received recognition as a leader in both Cloud-Native Observability and Security Quadrants in the 2024 ISG Provider Lens report[5]. - The company is exploring potential acquisitions to strengthen its market position, with a focus on companies in the AI sector[48]. - Market expansion efforts have led to a 20% increase in international sales, particularly in Europe and Asia[48]. Customer Engagement and Retention - Customer retention rate improved to 90%, reflecting the effectiveness of new customer engagement strategies[48]. - New product launches contributed to a 30% increase in customer acquisition, with three major products introduced in the last quarter[48]. Cash and Assets - Cash and cash equivalents at the end of the period were $907,482,000, an increase from $778,983,000 at the end of March 31, 2024[36]. - Total assets as of December 31, 2024, were $3,735,105,000, compared to $3,409,779,000 as of March 31, 2024, reflecting a growth of 9.5%[36]. Marketing and Brand Awareness - The company plans to increase its marketing budget by 15% to support brand awareness and product visibility[48]. - Overall, the company remains optimistic about future growth, driven by innovation and market demand[48].

ATLANTA, Jan. 20, 2025 /PRNewswire/ -- Pyramid Consulting, Inc., a global leader in workforce and technology solutions, announces a transformative partnership with Dynatrace (NYSE: DT). The partnership establishes Pyramid Consulting, Inc., and its technology division, Celsior, as a premier Global Systems Integrator (GSI) for Dynatrace and enhances our capabilities to drive digital transformation and superior IT performance management for our clients worldwide. "Our partnership with Dynatrace is all about in ...

Dynatrace’s (DT) shares have appreciated 16.5% in the trailing six months, outperforming the Zacks Computer & Technology sector’s return of 1.1% and the Zacks Computers - IT Services industry’s growth of 12.5%.The company has also outperformed industry peers like Clarivate (CLVT) , which has lost 11.7% during the same period.The rise in DT's shares is driven by strong performance across key metrics, robust AI-powered platforms and continuous product innovation, leading to consistently impressive quarterly r ...

The latest trading session saw Dynatrace (DT) ending at $54.38, denoting a -0.48% adjustment from its last day's close. The stock's change was less than the S&P 500's daily gain of 0.73%. Elsewhere, the Dow saw an upswing of 0.16%, while the tech-heavy Nasdaq appreciated by 0.98%.The the stock of software intellegence company has fallen by 1.48% in the past month, lagging the Computer and Technology sector's gain of 3.28% and the S&P 500's gain of 0.34%.The upcoming earnings release of Dynatrace will be of ...

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Dynatrace’s (DT) shares have gained 16.3% over the past three months, outperforming the Zacks Computer & Technology sector’s return of 11.5% and the Zacks Computers - IT Services industry’s growth of 12.1%.DT’s positive share price movement has been driven by revenue growth, which increased 19% year over year to $418.1 million in the second quarter of fiscal 2025. The top-line growth reflects the success of its enhanced go-to-market strategy, strong bookings performance and product advancements.Factors Favo ...

After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...

Investment Thesis - The analyst previously assigned a buy rating to Dynatrace (NYSE: DT) on 21st August, citing expectations of accelerated growth in the coming years [1] - The investment approach focuses on long-term investments while incorporating short-term strategies to uncover alpha opportunities [1] - The analysis is based on bottom-up research, emphasizing 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] Analyst's Perspective - The analyst has no stock, option, or derivative positions in any mentioned companies and no plans to initiate such positions within the next 72 hours [2] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2] Platform Disclosure - Seeking Alpha emphasizes that past performance does not guarantee future results and does not provide specific investment recommendations [3] - The views expressed in the article may not represent those of Seeking Alpha as a whole [3] - Seeking Alpha's analysts include both professional and individual investors who may not be licensed or certified by any regulatory body [3]

Dynatrace, Inc. (NYSE:DT) Q2 2025 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Noelle Faris - Vice President, Investor Relations Rick McConnell - Chief Executive Officer Jim Benson - Chief Financial Officer Conference Call Participants Pinjalim Bora - JPMorgan Sanjit Singh - Morgan Stanley Jake Roberge - William Blair Raimo Lenschow - Barclays Brad Reback - Stifel Andrew Sherman - TD Cowen Howard Ma - Guggenheim Securities Operator Greetings. Welcome to the Dynatrace Fiscal Seco ...

| --- | --- | --- | |-------|-------------------------------|-------------| | | | | | | | g dynatrace | | | | | | | | | | | Q2 2025 Investor Presentation | | | | November 7, 2024 | | Legal Disclaimer This presentation consists of these slides and the associated remarks and comments, which are related and intended to be presented and understood together. Please refer o these slides for definitions of certain terms. Cautionary Language Concerning Forward-Looking Statements This presentation includes certain " ...