DT Dynatrace (DT) Q4 FY26 earnings call
Dynatrace concluded FY26 with consistent ARR growth and significant platform innovation, particularly in AI and cloud-native integrations. The company is strategically positioned to capitalize on the evolving observability market, driven by agentic AI and autonomous operations, despite temporary gross margin pressures from increased cloud hosting costs. Management anticipates accelerated net new ARR growth in FY27, leveraging its architectural advantages and go-to-market execution.
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DT operating KPIs by quarter
| KPI | This call Mar 2026 Q4 FY26 | Jun 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|
| Customers New logos added | 126We added 126 new logos in Q4 and including a record 9 7-figure lands as we continue to target new logos in large enterprise accounts with a higher propensity to expand.Source: earnings call transcript | 122In Q1, we added 122 new logos to the Dynatrace platform.Source: earnings call transcript | -3.2% |
| Net revenue retention rate | 110%Net retention rate or NRR on a trailing 12-month basis was 110% in the fourth quarter.Source: earnings call transcript | 110%Net retention rate, or NRR, was 110% on a 12-month basis.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.