Dynatrace Earnings Preview: The Growth Story Needs A Comeback

faithiecannoise/iStock via Getty Images Introduction & Investment Thesis I had last written about Dynatrace (NYSE:DT) in May, after its Q4 FY24 earnings, where the company grew its revenue and non-GAAP operating income by 23% and 36% YoY, respectively, for the full year. In my writeup, I downgraded the stock from a "buy" to a "hold" rating as the management provided weak FY25 revenue guidance, far below my original expectation. Although the company had focused on winning large customers, where it was seeing ...