• Reported GAAP EPS of $0.13 down -89.26% YoY • Reported revenue of $515.47M up 18.18% YoY • Dynatrace updated its fiscal 2026 guidance, raising total revenue to $2.01B and subscription revenue to $1.92B. Non-GAAP income from operations is now guided to $582-$587 million.
Bullish
Dynatrace reported strong ARR and revenue growth, fueled by product innovations like Dynatrace Intelligence and expanded cloud integrations. The company also authorized a new $1B share repurchase program.
Bearish
Dynatrace faced a significant GAAP net income per share decline and free cash flow margin compression. The company also highlighted risks related to maintaining revenue growth and macroeconomic factors.