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Dynatrace(DT) - 2024 Q4 - Annual Results
2024-05-15 18:33
Exhibit 99.1 Dynatrace Reports Fourth Quarter and Full Year Fiscal 2024 Financial Results Exceeds high end of guidance across all FY24 metrics Delivers ARR growth of 20% year-over-year on a constant currency basis Achieves FY24 GAAP Operating Margin of 9% and Non-GAAP Operating Margin of 28% Announces $500 million share repurchase program WALTHAM, Mass., May 15, 2024 - Dynatrace (NYSE: DT), the leader in unified observability and security, today announced financial results for the fourth quarter and full ye ...
Unveiling Dynatrace (DT) Q4 Outlook: Wall Street Estimates for Key Metrics
Zacks Investment Research· 2024-05-10 22:16
Wall Street analysts forecast that Dynatrace (DT) will report quarterly earnings of $0.27 per share in its upcoming release, pointing to a year-over-year decline of 12.9%. It is anticipated that revenues will amount to $375.2 million, exhibiting an increase of 19.3% compared to the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.7% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial es ...
Dynatrace (DT) Suffers a Larger Drop Than the General Market: Key Insights
Zacks Investment Research· 2024-04-20 07:20
股价表现 - Dynatrace (DT) 最近的股价为$45.40,较前一天下跌了1.86% [1] - Dynatrace 的股票在过去一个月下跌了0.39%,领先于计算机和技术行业的3.33%和标普500指数的2.57% [2] 财务预测 - Dynatrace 预计每股收益为$0.27,同比下降12.9%,预计营收为3.752亿美元,同比增长19.31% [3] - Dynatrace 目前的前瞻市盈率为35.13,高于行业平均值23.43 [7] 分析评级 - Dynatrace 目前的 Zacks Rank 为 3 (Hold),过去一个月的 Zacks Consensus EPS 估计下调了0.45% [6] 行业比较 - DT 目前的PEG比率为2.21,与行业平均值2.18相比 [8] - 计算机和技术行业的 Zacks Industry Rank 为63,位于所有250+行业的前25% [9] - Zacks Industry Rank 评估了特定行业群体的活力,表明排名前50%的行业胜过后50%的行业 [10]
Why Dynatrace Is An Excellent Long-Term Buy
Seeking Alpha· 2024-04-18 05:37
Dynatrace市场地位 - Dynatrace是Gartner在应用程序监控、APM和可观察性领域中排名最高的领导者[1] - APM和可观察性市场的总地址able市场(TAM)预计为50亿美元,而Gartner也将TAM规模定为51亿美元,年复合增长率为11%[2] - APM和可观察性市场的重要性在于监控来自多个来源的应用程序、数据复杂性、与主要公共云提供商(如AWS、Azure和Google Cloud)的集成等[4] Dynatrace产品优势 - Dynatrace的产品优势包括集成服务和单一解决方案,以及大型合同、切换成本和最佳产品等[10][11][12] - Dynatrace的产品优势使其能够扩大市场份额,具有113%的美元基净保留率和中等九十年代的毛保留率[14] - Dynatrace的新中央数据平台Grail和AI产品Davis被认为是其增长的关键优势[15][16] Dynatrace竞争对手比较 - Dynatrace的竞争对手Datadog在销售增长方面表现出色,但Dynatrace在利润、估值和客户保留率方面表现更佳[21] Dynatrace财务状况 - Dynatrace的财务状况良好,具有高毛利率和自由现金流利润率[22] - Dynatrace的运营利润率和销售增长率总和为50%,高于我喜欢的40%的门槛,具有更多的安全边际[25] 投资建议 - 我建议购买Dynatrace股票,因为它在APM和可观察性领域是最佳选择,具有不错的竞争优势和持续增长的需求[26]
Dynatrace (DT) Expands Offerings With Google Cloud Integration
Zacks Investment Research· 2024-04-11 22:16
Dynatrace (DT) is expanding its footprint in the unified observability and security landscape through an expanded go-to-market (GTM) partnership with Alphabet’s (GOOGL) cloud business, Google Cloud. The partnership aims to empower more customers worldwide to leverage the Dynatrace platform on Alphabet’s Google Cloud for AI-driven analytics and automation in its cloud-native environment to achieve their digital transformation goals. Through joint sales enablement and marketing initiatives, including customer ...
Dynatrace (DT) Beats Stock Market Upswing: What Investors Need to Know
Zacks Investment Research· 2024-04-10 07:21
股价表现 - Dynatrace (DT) 最近的股价为 $47.73,较前一个交易日收盘价上涨了 +1.36% [1] - Dynatrace 股票在过去一个月中涨幅为 1.88%,超过了计算机和技术行业的涨幅 1.32% 和标普500指数的涨幅 1.65% [2] 财务预测 - 分析师预计 Dynatrace 将在即将公布的财报中每股盈利 $0.27,同比下降了 12.9%,预计营收为 $375.2 百万美元,同比增长了 19.31% [3] 分析师评级 - 最近对 Dynatrace 的分析师预测变动应引起投资者的注意,这些变动通常反映了近期业务趋势的变化 [4] - Dynatrace 目前的 Zacks Rank 为 3 (Hold),过去一个月 Zacks Consensus EPS 预测下调了 0.15% [6] 行业比较 - Dynatrace 目前的 Forward P/E 比率为 35.7,高于行业平均值 25.44 [7] - DT 目前的 PEG 比率为 2.25,考虑了股票预期盈利增长率,计算机 - IT 服务行业昨日收盘价的平均 PEG 比率为 2.31 [8] 行业排名 - 计算机 - IT 服务行业属于计算机和技术行业,该行业的 Zacks Industry Rank 为 79,位于所有 250+ 行业的前 32% [9] - Zacks Industry Rank 通过测量各个行业组内个股的平均 Zacks Rank 来评估行业群体的实力,研究显示排名前 50% 的行业胜过后 50% 的行业 [10] 建议 - 在未来的交易日中,应使用 Zacks.com 关注这些股票相关指标 [11]
Dynatrace: Don't Miss Out On The Opportunity To Drive Long-Term Portfolio Gains
Seeking Alpha· 2024-03-19 00:10
Jacob Wackerhausen/iStock via Getty Images Introduction & Investment Thesis Dynatrace (NYSE:DT) is a cloud-based observability and security platform that has severely underperformed the indices in YTD. The company recently announced its Q3 FY24 earnings report, where we see that revenue is slowing down sequentially. This has undoubtedly driven investors away from the stock. However, I believe that the sell-off has created a unique opportunity, as the company’s management is making investments in the right d ...
Why Did Dynatrace Shares Fall 13% in February
The Motley Fool· 2024-03-09 01:40
Shares of Dynatrace (DT 0.28%) dropped 13% last month, according to data provided by S&P Global Market Intelligence. Investors were disappointed by its quarterly-earnings report; sales, cash flow, and key performance metrics were generally solid, while the company's forecasts and forward-looking commentary raised some concerns. Investors are worried about weak revenue guidance Dynatrace shares dropped after its Feb. 8 quarterly report and continued to slide lower throughout the month. The company narrowly b ...
Dynatrace (DT) Loses -20.8% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
Zacks Investment Research· 2024-03-06 23:35
Dynatrace (DT) has been beaten down lately with too much selling pressure. While the stock has lost 20.8% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier. How to Determine if a Stock is Oversold We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that ...
Annual Global CIO Report Reveals Cloud-Native Technologies Produce Explosion of Data Beyond Humans' Ability to Manage
Businesswire· 2024-03-05 21:00
多云环境和云原生架构 - Dynatrace发布的独立全球调查显示,组织继续采用多云环境和云原生架构,以实现快速转型和提供安全创新[1] - 平均而言,多云环境涵盖了12个不同的平台和服务[2] - 86%的技术领导者表示,云原生技术堆栈产生了超出人类管理能力的数据爆炸[4] 技术堆栈复杂性 - 组织表示,技术堆栈的复杂性在过去12个月内增加了,51%的组织表示这种趋势将继续[2] - 技术领导者表示,多云环境的复杂性使提供出色的客户体验更加困难,也使应用程序更难以保护[3] - 技术领导者表示,他们依赖的工具、平台、仪表板和应用程序数量增加,增加了管理多云环境的复杂性[6] 监控和可观测性工具 - 组织平均使用10种不同的监控和可观测性工具来管理应用程序、基础设施和用户体验[5] - 81%的技术领导者表示,手动处理日志管理和分析无法跟上技术堆栈变化速度和数据量的增长[7] - 81%的技术领导者表示,团队花在维护监控工具和准备数据分析上的时间削减了创新时间[8] AIOps和机器学习 - 72%的组织已经采用AIOps来减少管理多云环境的复杂性[9] - 97%的技术领导者表示,概率机器学习方法由于需要手动努力获得可靠洞见而限制了AIOps的价值[10] 技术发展趋势 - Dynatrace的CTO表示,为了克服现代技术堆栈的复杂性,组织需要先进的AI、分析和自动化能力,通过结合多种技术,包括因果、预测和生成AI,从数据中解锁更多洞见,推动更智能的决策制定、智能自动化和更高效的工作方式[11]