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Dynatrace

DT · Information Technology

Last earnings Aug 5, 2026

Key results

Total revenuequarter

$555 million

Total revenue of $555 million, an increase of 16%, or 15% on a constant currency basis

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Subscription revenuequarter

$530 million

Subscription revenue of $530 million, an increase of 16%, or 15% on a constant currency basis GAAP income from operations of $71 million and non-GAAP income from operations of $162 million GAAP net income per share of $0.12 and non-GAAP net income per share of $0.48

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

GAAP net incomequarter

15%

Subscription revenue of $530 million, an increase of 16%, or 15% on a constant currency basis GAAP income from operations of $71 million and non-GAAP income from operations of $162 million GAAP net income per share of $0.12 and non-GAAP net income per share of $0.48

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Net incomequarter

$0.48

Subscription revenue of $530 million, an increase of 16%, or 15% on a constant currency basis GAAP income from operations of $71 million and non-GAAP income from operations of $162 million GAAP net income per share of $0.12 and non-GAAP net income per share of $0.48

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

AI analysis

Q1 FY2027 · reported Aug 5, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Total revenue · Q1 FY2027
$555M
EX-99 · Aug 5, 2026
Subscription revenue · Q1 FY2027
$530M
EX-99 · Aug 5, 2026
Net income · Q1 FY2027
$0.48
EX-99 · Aug 5, 2026

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 5, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ1 FY2027Prior qtrYear ago
Total revenue$555 million——
Subscription revenue$530 million——
GAAP net income15%——
Net income$0.48——

EX-99 · Aug 5, 2026

Guidance · company-stated

revenue$23 million

“at constant currency. This represents an incremental headwind of approximately $23 million”

Total revenue

“$2,306”

operating margin

“29.5%”

net income

“$581”

free cash flow

“* $610”

Midpoint vs latest-quarter revenue-95.9%computed from stated figures

Guidance stated in the release's Business Outlook table for the second quarter; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

During the quarter, we also repurchased $275 million of Dynatrace stock, underscoring our confidence in our long-term growth trajectory and our commitment to delivering shareholder value.

Share Repurchase Program During the first quarter of fiscal 2027, Dynatrace spent $275 million to repurchase 7.1 million shares at an average price of $38.88 under that program.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue -95.9% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

These strong results reflect the competitive differentiation of our platform and the momentum in our business, providing a solid start toward our goal of accelerating ARR growth in fiscal 2027

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

revenue: “revenue at constant currency. This represents an incremental headwind of approximately $23 million”

Total revenue: “Total revenue $2,306”

operating margin: “operating margin 29.5%”

net income: “net income $581”

free cash flow: “free cash flow* $610”

revenue (“the second quarter”)
“revenue at constant currency. This represents an incremental headwind of approximately $23 million”

Total revenue (“the second quarter”)
“Total revenue $2,306”

operating margin (“the second quarter”)
“operating margin 29.5%”

net income (“the second quarter”)
“net income $581”

free cash flow (“the second quarter”)
“free cash flow* $610”

Guidance stated in the release's Business Outlook table for the second quarter; no direction stated — figures as stated in the table.

Capital allocation

During the quarter, we also repurchased $275 million of Dynatrace stock, underscoring our confidence in our long-term growth trajectory and our commitment to delivering shareholder value.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Share Repurchase Program During the first quarter of fiscal 2027, Dynatrace spent $275 million to repurchase 7.1 million shares at an average price of $38.88 under that program.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

This guidance also excludes the impact of any share repurchases after June 30, 2026.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

5 Definitions - Non-GAAP and Other Metrics Adjusted Free Cash Flow is defined as the net cash provided by or used in operating activities less capital expenditures, reflected as purchase of property and equipment and capitalized software additions in our financial statements, plus cash paid for acquisition-related, restructuring, and other non-recurring and unusual items.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

We previously defined free cash flow as the net cash provided by or used in operating activities less capital expenditures, reflected as purchase of property and equipment and capitalized software additions in our financial statements.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

In particular, the Company makes estimates with respect to revenue recognition, the fair value of assets acquired and liabilities assumed in business combinations, the valuation of long-lived assets, the period of benefit for deferred contract costs, income taxes, share-based compensation expense, and the determination of the incremental borrowing rate used for operating lease liabilities, among other things.

SEC original ↗Dynatrace — 10-Q Quarterly report10-QAug 5, 2026

Strategy & priorities

Demand continues to strengthen as enterprises expand cloud-native workloads and accelerate their AI initiatives.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

During my tenure, Dynatrace delivered consistent growth and profitability with disciplined capital allocation, strategic investment, and a relentless focus on shareholder value creation.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies, and prospects, which are based on the information currently available to us and on assumptions we have made.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Although we believe that our plans, intentions, expectations, strategies, and prospects as reflected in or suggested by those forward-looking statements are reasonable, we can give no assurance that the plans, intentions, expectations, or strategies will be attained or achieved.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

12 Table of Contents Pursuant to the Credit Facility, obligations owed under the Credit Facility are secured by a first priority security interest on substantially all assets of Dynatrace LLC and other wholly owned subsidiaries of the Company, including a pledge of the capital stock and other equity interests of certain subsidiaries.

SEC original ↗Dynatrace — 10-Q Quarterly report10-QAug 5, 2026

Risks & headwinds

We expect foreign exchange to be a headwind of approximately $14 million on ARR and approximately $4 million on revenue for fiscal 2027 compared to ARR and revenue at constant currency.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

This represents an incremental headwind of approximately $23 million to ARR and $19 million to revenue compared to our prior guidance.

SEC original ↗Dynatrace — Earnings release (8-K exhibit)EX-99Aug 5, 2026

SUMMARY OF THE MATERIAL RISKS ASSOCIATED WITH OUR BUSINESS Our business is subject to numerous risks and uncertainties that you should be aware of in evaluating our business.

SEC original ↗Dynatrace — 10-Q Quarterly report10-QAug 5, 2026

These risks and uncertainties include, but are not limited to, the following: We have experienced rapid revenue growth in recent periods, which may not be indicative of our future growth.

SEC original ↗Dynatrace — 10-Q Quarterly report10-QAug 5, 2026

The markets in which we operate are highly competitive, which may adversely affect our ability to add new customers, retain existing customers, and grow our business.

SEC original ↗Dynatrace — 10-Q Quarterly report10-QAug 5, 2026

Our use of new and evolving technologies, including AI in our offerings and business, may present risks and challenges that can impact our business, including by posing cybersecurity, operational, and other risks to our confidential and/or proprietary information, including personal information, and as a result we may be exposed to reputational harm and liability.

SEC original ↗Dynatrace — 10-Q Quarterly report10-QAug 5, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

39 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Dynatrace are held in this edition of the library.

Transcripts

0 documents

No transcripts for Dynatrace are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Dynatrace by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.