Dynatrace, Inc


Want a discount? Become a member by purchasing Annual Subscription!
SKU: DT Category:


Dynatrace surpassed the revenue expectations as well as the earnings expectations of Wall Street. With a remarkable 24% year-over-year growth in ARR and a 26% increase in subscription revenue, the company achieved a 30% non-GAAP operating income. The free cash flow margin reached 25% on a trailing 12-month basis, showcasing the robustness of the business model. The results underscore the rising importance of observability and application security, emphasizing the value Dynatrace provides its customers. Large enterprises are increasingly opting for Dynatrace’s unified observability platform over DIY, open source, and competitive tools, seeking efficiency through AI and automation capabilities. This aligns with the strategic focus on eliminating tool silos, reducing costs, and enhancing organizational productivity. To sustain momentum and drive future growth, Dynatrace’s management intends to focus on expanding partnerships, with recent alliances with Kyndryl and an evolved partnership with Accenture. They also plan to accelerate the addition of sales capacity to fuel growth in fiscal 2025 and beyond. The introduction of Davis CoPilot, a generative AI capability, and Grail, a data lake house’s success, showcase the company’s dedication to advancing AI techniques. Security analytics, integration with Automation Engine, and the acquisition of Rookout emphasize Dynatrace’s continuous evolution in application security and developer observability.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

Want unlimited access to our reports? Purchase our $99 annual subscription!