Jun 2026 (Q1 FY27) — Aug 5, 2026
Dynatrace Q1 FY27 — Strong Start with ARR Acceleration and Record New Logo Growth
Read the full callDynatrace (DT) earnings
- Jun 2026
- Jun 2026 (Q1 FY27)
- Mar 2026
Dynatrace earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 555 | +16.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 12.9 | −0.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 36.7 | −23.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
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 |
2 of Dynatrace, Inc.'s 111 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 108 more targets are in the full ledger.
Claimed
- Total ARR grew 17% year-over-year to $2.14 billion.
- Net new ARR was $85 million, growing 66% (41% organically) year-over-year.
- Achieved record new logo growth of more than 160%, with an average land size of nearly $285,000.
- Non-GAAP operating margin reached 29%, exceeding the high end of guidance by 100 basis points.
- Logs consumption nearly doubled since crossing the $100 million milestone two quarters ago, now at nearly $200 million annualized.
Qualified
- Anticipated full-year FX headwind of $14 million to ARR and $4 million to revenue, representing an incremental headwind of $23 million to ARR and $19 million to revenue.
Price
$63.73 +0.24% · +$0.15
Performance +32.3% 1Y
1Y: $48.18 on 14 Oct 2025 → $63.73. High $65.25 (12 Oct 2026), low $32.36 (10 Apr 2026).
- Previous close
- $63.58
- 52-week range
- $32.36 – $65.25
- One year
- +33.38%
Overview
- Symbol
- DT
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Total ARR grew 17% year-over-year to $2.14 billion.
- Net new ARR was $85 million, growing 66% (41% organically) year-over-year.
- Achieved record new logo growth of more than 160%, with an average land size of nearly $285,000.
- Non-GAAP operating margin reached 29%, exceeding the high end of guidance by 100 basis points.
- Logs consumption nearly doubled since crossing the $100 million milestone two quarters ago, now at nearly $200 million annualized.
Qualified
- Anticipated full-year FX headwind of $14 million to ARR and $4 million to revenue, representing an incremental headwind of $23 million to ARR and $19 million to revenue.
The full ledger
Open Dynatrace, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 111 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q4 FY26) — May 13, 2026
Dynatrace Q4 FY26 — Strong ARR Growth and AI-Driven Innovation
Read the full callEvery analysed call
Dynatrace earnings calls (DT)
Financials
What the filings say
Net profit, year on year: −24% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 418 | 436 | 445 | 477 | 494 | 515 | 532 | 555 |
| Operating profit | 47 | 47 | 43 | 62 | 73 | 73 | 37 | 71 |
| Operating margin | 11.3% | 10.9% | 9.6% | 13.1% | 14.8% | 14.1% | 7.0% | 12.9% |
| Profit before tax | 58 | 57 | 56 | 81 | 87 | 84 | 47 | 81 |
| Tax rate | 23.9% | −533.3% | 29.4% | 41.1% | 34.3% | 52.6% | 62.8% | 54.6% |
| Net profit | 44 | 362 | 39 | 48 | 57 | 40 | 17 | 37 |
| EPS ($ per share) | 0.15 | 1.21 | — | 0.16 | 0.19 | 0.13 | — | 0.13 |
| Line item | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -176 | -590 | -514 | -461 | -353 | -199 | 285 | 448 |
| Total liabilities | 2,202 | 1,081 | 1,143 | 1,237 | 1,160 | 1,394 | 1,519 | 1,804 |
| Fixed assets | 18 | 32 | 37 | 45 | 54 | 53 | 62 | 73 |
| Investments | — | — | — | — | 0 | 58 | 96 | — |
| Total assets | 1,811 | 2,047 | 2,256 | 2,541 | 2,765 | 3,410 | 4,140 | 4,416 |
| Line item | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 147 | -142 | 220 | 251 | 355 | 378 | 459 | 562 |
| Cash from investing | -9 | -21 | -14 | -31 | -22 | -193 | -69 | -16 |
| Cash from financing | -161 | 329 | -98 | -81 | -232 | 51 | -152 | -474 |
| Net cash flow | -26 | 162 | 112 | 138 | 92 | 224 | 238 | 80 |
| Capital expenditure | -7 | -20 | -14 | -18 | -22 | -26 | -26 | -32 |
| Free cash flow | 140 | -162 | 206 | 233 | 333 | 352 | 433 | 530 |
DT revenue by segment
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | — | 100% | 100% | 100% | 100% | 100% | +16.2% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
DT operating KPIs by quarter
| KPI | 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.
Revenue by region
Q1 FY2027 · share of revenue
- North America 50% ↓ 10 pt
- US 46% ↓ 11 pt
- EMEA 32% ↑ 8 pt
- Asia Pacific 10% ↑ 1 pt
- Latin America 8% ↑ 2 pt
As DT cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
255 filings between Nov 11, 2025 and Sep 18, 2026.
Open market
decisions to buy or sellPurchases
$107.3K
1 purchase by 1 insider
Sales
$4.73M
17 sales by 5 insiders
29% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 132
- Option exercise — converted options into shares
- 105
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Greifeneder Bernd | — | $2.88M | Sep 18, 2026 |
| MCCONNELL RICK M | — | $1.40M | Nov 11, 2025 |
| Zugelder Dan | — | $339.8K | Dec 10, 2025 |
| McMahon Stephen A | $107.3K | — | Mar 3, 2026 |
| Yates Daniel S. | — | $93.4K | Nov 17, 2025 |
| Campbell Lisa M | — | $11.2K | Dec 5, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 18, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Sale 10b5-1 plan | 50,000 | $2.86M |
| Sep 15, 2026 | Benson James M EVP, CFO and Treasurer | Option exercise | 17,732 | — |
| Sep 15, 2026 | Benson James M EVP, CFO and Treasurer | Tax withheld | 8,574 | $473.0K |
| Sep 5, 2026 | Yates Daniel S. SVP, Chief Accounting Officer | Tax withheld | 226 | $11.7K |
| Sep 5, 2026 | Yates Daniel S. SVP, Chief Accounting Officer | Tax withheld | 330 | $17.1K |
| Sep 5, 2026 | Yates Daniel S. SVP, Chief Accounting Officer | Option exercise | 463 | — |
| Sep 5, 2026 | Yates Daniel S. SVP, Chief Accounting Officer | Tax withheld | 350 | $18.2K |
| Sep 5, 2026 | Yates Daniel S. SVP, Chief Accounting Officer | Tax withheld | 271 | $14.1K |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Tax withheld | 1,407 | $73.0K |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Tax withheld | 2,057 | $106.8K |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Option exercise | 4,105 | — |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Option exercise | 2,808 | — |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Tax withheld | 2,070 | $107.4K |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Option exercise | 4,130 | — |
| Sep 5, 2026 | MCCONNELL RICK M Chief Executive Officer | Tax withheld | 6,894 | $357.8K |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Tax withheld | 2,272 | $117.9K |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Option exercise | 4,130 | — |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Tax withheld | 1,771 | $91.9K |
| Sep 5, 2026 | MCCONNELL RICK M Chief Executive Officer | Option exercise | 13,548 | — |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Option exercise | 116 | — |
| Sep 5, 2026 | MCCONNELL RICK M Chief Executive Officer | Tax withheld | 7,538 | $391.2K |
| Sep 5, 2026 | MCCONNELL RICK M Chief Executive Officer | Option exercise | 14,814 | — |
| Sep 5, 2026 | Benson James M EVP, CFO and Treasurer | Option exercise | 4,927 | — |
| Sep 5, 2026 | Benson James M EVP, CFO and Treasurer | Tax withheld | 1,874 | $97.3K |
| Sep 5, 2026 | Benson James M EVP, CFO and Treasurer | Tax withheld | 2,388 | $123.9K |
| Sep 5, 2026 | Benson James M EVP, CFO and Treasurer | Option exercise | 4,938 | — |
| Sep 5, 2026 | Benson James M EVP, CFO and Treasurer | Option exercise | 3,370 | — |
| Sep 5, 2026 | Benson James M EVP, CFO and Treasurer | Tax withheld | 2,383 | $123.7K |
| Sep 5, 2026 | Benson James M EVP, CFO and Treasurer | Tax withheld | 1,630 | $84.6K |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Option exercise | 3,220 | — |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Sale | 41 | $2.1K |
| Sep 5, 2026 | Yates Daniel S. SVP, Chief Accounting Officer | Option exercise | 558 | — |
| Sep 5, 2026 | Yates Daniel S. SVP, Chief Accounting Officer | Option exercise | 718 | — |
| Sep 5, 2026 | Yates Daniel S. SVP, Chief Accounting Officer | Option exercise | 677 | — |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Tax withheld | 3,201 | $166.1K |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Option exercise | 6,388 | — |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Option exercise | 3,220 | — |
| Sep 5, 2026 | Zugelder Dan EVP, Chief Revenue Officer | Tax withheld | 1,614 | $83.8K |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Tax withheld | 2,078 | $107.8K |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Option exercise | 3,777 | — |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Tax withheld | 1,422 | $73.8K |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Option exercise | 2,584 | — |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Option exercise | 82 | — |
| Sep 5, 2026 | Greifeneder Bernd EVP, Chief Technology Officer | Sale | 58 | $3.0K |
| Sep 5, 2026 | MCCONNELL RICK M Chief Executive Officer | Option exercise | 11,555 | — |
| Sep 5, 2026 | MCCONNELL RICK M Chief Executive Officer | Tax withheld | 5,880 | $305.2K |
| Sep 5, 2026 | MCCONNELL RICK M Chief Executive Officer | Tax withheld | 4,716 | $244.8K |
| Sep 5, 2026 | MCCONNELL RICK M Chief Executive Officer | Option exercise | 9,268 | — |
| Sep 5, 2026 | Benson James M EVP, CFO and Treasurer | Option exercise | 3,851 | — |
| Sep 5, 2026 | McMahon Stephen A EVP, Chief Customer Officer | Option exercise | 5,821 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for Dynatrace, Inc.
Free account. Everything above stays public.
Write why you follow Dynatrace, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading