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Dynatrace Inc (DT)
NYSE:DT
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Earnings Data
Report Date
Jan 29, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
$0.33Last Year’s EPS
$0.32Same Quarter Last Year
Strong Buy
Based on 23 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Nov 07, 2024
|% Change Since: -3.27%
|Next Earnings Date:Jan 29, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a strong financial performance with significant growth in ARR and subscription revenue, recognition as an industry leader, and successful customer wins. However, cautious guidance and challenges in sales productivity due to recent go-to-market changes and new sales reps create a balanced outlook.Company Guidance
During the Dynatrace Fiscal Second Quarter 2025 Earnings Call, the company reported several key metrics. Annual Recurring Revenue (ARR) increased by 19% year-over-year, reaching $1.62 billion. Subscription revenues rose by 20% year-over-year, while the trailing 12-month free cash flow margin stood at 28%. The company added 143 new logos, with an average ARR of approximately $130,000 per new logo on a trailing 12-month basis. The gross retention rate remained stable in the mid-90s, and the net retention rate was 112%. Dynatrace also highlighted its DPS licensing model, which now represents nearly 30% of their customer base and shows promise in driving faster consumption and expansion. The company exceeded the high end of its guidance for total revenue, which was $418 million for the quarter, and non-GAAP operating margin, which was at 31%. Finally, Dynatrace maintained its ARR guidance for the full year at 15% to 16% growth but raised its revenue guidance due to a strong second-quarter performance.Strong ARR and Subscription Revenue Growth
ARR grew 19% year-over-year, reaching $1.62 billion. Subscription revenues increased 20% year-over-year, with total revenue for the second quarter at $418 million, surpassing the high end of guidance by $11 million.
High Free Cash Flow Margin
Trailing 12-month free cash flow margin was 28%, with free cash flow on a trailing 12-month basis at $436 million, marking a 39% year-over-year increase.
Recognition as Industry Leader
Dynatrace was named a leader in the 2024 Gartner Magic Quadrant for observability platforms for the 14th consecutive time and was recognized in other key industry reports.
Successful Customer Wins
Closed significant deals including an 8-figure TCV expansion with a top U.K. bank and a 7-figure expansion with a major U.S. airline, highlighting the transformational value provided to customers.
Positive Impact of DPS Model
DPS customers now represent nearly 30% of the customer base and 15% of ARR, with these customers showing higher consumption and expansion rates.
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DT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Nov 07, 2024 | $56.49 | $54.32 | -3.84% |
| Aug 07, 2024 | $40.49 | $46.44 | +14.69% |
| May 15, 2024 | $46.43 | $47.75 | +2.84% |
| Feb 08, 2024 | $60.65 | $56.07 | -7.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Dynatrace Inc (DT) report earnings?
Dynatrace Inc (DT) is schdueled to report earning on Jan 29, 2025, TBA Not Confirmed.
What is Dynatrace Inc (DT) earnings time?
Dynatrace Inc (DT) earnings time is at Jan 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DT EPS forecast?
DT EPS forecast for the fiscal quarter 2025 (Q3) is $0.33.
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