Dynatrace(US:DT) Businesswire·2026-02-09 11:30Core Insights - Dynatrace reported strong financial results for Q3 FY 2026, exceeding guidance across all metrics and raising its full-year guidance [1] - The company achieved a 16% growth in Annual Recurring Revenue (ARR) on a constant currency basis and announced a new $1 billion share repurchase program [1][2] Financial Highlights - GAAP net income per share was $0.13, while non-GAAP net income per share was $0.44 [1] - Total revenue reached $515 million, marking an 18% increase year-over-year, or 16% on a constant currency basis [1] - Subscription revenue was $493 million, also an 18% increase year-over-year, or 16% on a constant currency basis [1] - Total ARR stood at $1,972 million, reflecting a 20% increase year-over-year, or 16% on a constant currency basis [1] Business Highlights - Dynatrace surpassed $100 million in annualized consumption dollars for log management, its fastest-growing product category [1] - The company closed 12 deals exceeding $1 million in ARR during the quarter, with significant contributions from new logos [1] - Product innovations included next-generation Real User Monitoring capabilities and enhanced cloud-native integrations across major platforms [1] Share Repurchase Program - The company has completed its initial $500 million share repurchase program and authorized a new program for up to $1 billion [1] - In Q3 FY 2026, Dynatrace repurchased $160 million worth of shares, accelerating the pace of buybacks [1] Financial Outlook - For FY 2026, Dynatrace expects ARR to be between $2,053 million and $2,061 million, representing an 18.5% to 19% growth [2] - Total revenue guidance for FY 2026 is set between $2,005 million and $2,010 million, indicating an 18% to 18.5% growth [2] - The company anticipates a foreign exchange tailwind of approximately $49 million on ARR and $37 million on revenue for FY 2026 [2]