DT
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DT What Dynatrace promised, and what happened
Guidance
What management said, and what became of it
50 of 52 judged targets kept · 59 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly non-GAAP diluted EPS | $0.44 to $0.45 | Mar 2026 | Non-GAAP net income was $140 million or $0.48 per diluted share, $0.03 above the high end of our guidance. | Achieved |
| Full-year diluted share count | 302 million to 304 million | Mar 2026 | This outlook assumes a diluted share count of 295 million to 297 million shares | Revised Up |
| AI development adoption contribution to ARR growth | AI development and agentic adoption become a growth driver supporting increased and accelerated ARR during FY27 | Mar 2026 | We are seeing AI contribute in 3 ways, which I will expand upon shortly, increasing consumption across our platform, creating demand for new AI observability capabilities and directly monetizing agent usage. | On Track |
The full ledger
Open Dynatrace’s full ledger
A free account opens 5 company ledgers a month. All 111 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 111 tracked commitments for Dynatrace
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.