Dynatrace (DT) is benefiting from an expanding unified observability and security portfolio bolstered by a robust partner base. These factors drove clientele that resulted in a 20% year-over-year revenue growth in firstquarter fiscal 2025. DT posted total annual recurring revenues (ARR) at the end of first-quarter fiscal 2025, which increased 20% year over year to $1.54 billion. Net new ARR rose 23% year over year. The upside reflects the increasing demand for digital transformation and AI initiatives acros ...

The latest trading session saw Dynatrace (DT) ending at $52.20, denoting a +0.71% adjustment from its last day's close. This move lagged the S&P 500's daily gain of 1.7%. Elsewhere, the Dow gained 1.26%, while the tech-heavy Nasdaq added 2.51%. The software intellegence company's shares have seen an increase of 2.57% over the last month, surpassing the Computer and Technology sector's loss of 1.45% and the S&P 500's gain of 1.27%. The upcoming earnings release of Dynatrace will be of great interest to inves ...

The latest trading session saw Dynatrace (DT) ending at $50.74, denoting a +0.32% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.54%. Meanwhile, the Dow experienced a rise of 0.72%, and the technology-dominated Nasdaq saw an increase of 0.65%. Prior to today's trading, shares of the software intellegence company had gained 3.37% over the past month. This has outpaced the Computer and Technology sector's gain of 3.3% and lagged the S&P 500's gain of 4. ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's take a look at what these Wall Street heavyweights have to say about Dynatrace (DT) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Dynatrace currently has an avera ...

Alistair Berg Investment summary My previous investment thought for Dynatrace (NYSE:DT) (published on 24th May) was a buy rating because I believe the business will see growth acceleration in FY26, supported by a revamped go-to-market strategy. I give DT a buy rating as recent performance was impressive, and there are more reasons to believe that growth will accelerate over the foreseeable future. 1Q25 results update Total revenue grew ~20% from $332.9 million in 1Q24 to ~$400 million in 1Q25, driven primar ...

While the global industrial automation market is poised for a CAGR of 8.3% between 2024 and 2031, according to SkyQuest, it bears winnowing out the particulars of the market, including identifying robotics stocks to sell. With signals pointing to global economic slowdown and the reduction in capital expenditures, robotics investments may also suffer. Likewise, some robotics stocks are more vulnerable to plateauing, while others could rise from present weakness. Covering these scenarios, here are three stron ...

The company notched a double beat with its latest earnings report. Data analytics company Dynatrace (DT 15.71%) was having a Wednesday to remember on the stock exchange. After the company published its latest set of quarterly results, investors piled into the shares, sending their price up by 16% in late afternoon trading. That performance was particularly impressive when matched against the slumping S&P 500 index, which, at the time, was down by more than 0.5%. A solid double beat Well before market open t ...

财务数据和关键指标变化 - 年度经常性收入(ARR)同比增长20%,达到15.4亿美元 [18] - 订阅收入同比增长21%,达到3.82亿美元 [21] - 自由现金流占收入的30%,达到4.5亿美元 [22] 各条业务线数据和关键指标变化 - 日志分析业务增长超过100% [61] - 应用安全业务也保持快速增长 [77] 各个市场数据和关键指标变化 - 新增客户数量同比增长5% [65] - 新客户平均ARR达到14万美元,与上季度持平 [18] - 客户平均ARR接近40万美元,体现了公司提供的关键价值 [19] - 客户续订率保持在中90%的最佳水平,净留存率达到112% [19] 公司战略和发展方向及行业竞争 - 公司专注于端到端可观测性解决方案,帮助客户实现数字化转型 [9][10] - 公司在AI领域保持领先优势,提供预测性、因果性和生成性AI能力 [10] - 公司持续创新,最近推出了Site Reliability Guardian、Davis异常检测等新功能 [10] - 公司看好可观测性和应用安全市场的增长前景,该市场规模预计达到500亿美元 [9] 管理层对经营环境和未来前景的评论 - 管理层对需求环境和管线保持乐观 [24][40] - 管理层采取谨慎态度,将在第二季度更新全年ARR指引 [24][25] - 管理层认为公司的端到端可观测性解决方案能够帮助客户应对行业范围内的重大中断事件 [11] 其他重要信息 - 公司IPO五周年,取得了多项重要里程碑 [15] - 合作伙伴渠道已经影响了超过三分之二的ARR,未来将进一步加强合作 [12][52][56] - 公司推出了更灵活的DPS定价模式,受到客户欢迎,已有超过900家客户采用 [20] 问答环节重要的提问和回答 问题1 **Patrick Colville 提问** CrowdStrike事件是否会带来额外业务 [30] **Rick McConnell 回答** 目前还为时尚早,但该事件突显了可观测性软件的重要性,有助于加快客户恢复 [31] 问题2 **Pinjalim Bora 提问** 净留存率有所提升的原因 [34] **Jim Benson 回答** 主要得益于DPS模式带来的更高消费增长,未来有望进一步提升 [35][36] 问题3 **Sanjit Singh 提问** DPS客户采用哪些新功能模块 [47] **Jim Benson 回答** 日志分析和应用安全是受欢迎的新模块,DPS有助于客户快速试用新功能 [48][49]

For the quarter ended June 2024, Dynatrace (DT) reported revenue of $399.22 million, up 19.9% over the same period last year. EPS came in at $0.33, compared to $0.27 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $392.63 million, representing a surprise of +1.68%. The company delivered an EPS surprise of +13.79%, with the consensus EPS estimate being $0.29. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

业绩总结 - Dynatrace Q1 2025的非GAAP收入为15.4亿美元，同比增长21%[6] - Q1 2025的总收入为3.99亿美元，按报告计算增长率为21%[17] - 2025财年的总收入预期为16.44亿至16.58亿美元，按报告计算增长率为15%至16%[33] 用户数据 - Q1 2025的年度经常性收入（ARR）为15.41亿美元，同比增长28%[10] - Q1 2025的净新ARR增长率为28%[13] - 截至2025年第一季度，Dynatrace的美元基础净留存率为19%[40] 现金流与利润 - Q1 2025的自由现金流（FCF）为4.5亿美元，FCF利润率为28%[27] - 2023财年第一季度，自由现金流为3.33亿美元，占总收入的29%[70] - 2023财年第一季度，非GAAP毛利率为85%[63] 未来展望 - 2025财年的总ARR预期为17.2亿至17.35亿美元，按报告计算增长率为14%至15%[33] - Q1 2025的订阅收入为15.71亿至15.85亿美元，按报告计算增长率为16%至17%[33] 其他财务指标 - Q1 2025的非GAAP运营利润率为28%[33] - 2023财年第一季度，运营收入为1.28亿美元，运营利润率为9%[63] - 2023财年第一季度，非GAAP净收入为3.98亿美元[63]