Dynatrace (DT)
NYSE:DT
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.44Last Year’s EPS
0.42Same Quarter Last Year
Strong Buy
Based on 28 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized substantial progress: surpassing $2.0B ARR, consistent 16% ARR growth, high-growth consumption (logs >$100M and >100% YoY growth), strong revenue growth (+16-17%), healthy margins (non-GAAP operating margin ~29%), strong free cash flow and aggressive buybacks, and clear product and AI/agent-driven go-to-market momentum. Key near-term headwinds include a $28M GAAP restructuring charge, anticipated ~100 bps gross margin pressure from cloud hosting costs due to rising consumption, and timing/renewal variability related to a large DPS cohort that could affect the realization of FY27 net new ARR. Overall, positive execution and credible guidance for ARR acceleration were presented, with manageable operational and timing risks called out.Company Guidance
Surpassed $2 Billion ARR & Consistent ARR Growth
ARR ended fiscal 2026 at $2.05 billion, marking the company surpassing the $2B ARR milestone. Dynatrace delivered its fourth consecutive quarter of 16% year-over-year ARR growth and stabilized ARR growth at 16% for the year.
Strong Revenue and Profitability
Q4 total revenue was $532 million, up 16% year-over-year; subscription revenue for Q4 was $506 million, up 16%. Full-year total revenue was $2.02 billion and subscription revenue was $1.93 billion, both up 17% year-over-year. Q4 non-GAAP operating margin was 27% and full-year non-GAAP operating margin was 29%. Non-GAAP net income for the full year was $518 million ($1.70 per diluted share); Q4 non-GAAP net income was $124 million ($0.41 per diluted share).
Robust Cash Generation and Capital Return
Free cash flow for fiscal 2026 was $529 million (26% of revenue). The company repurchased 11.4 million shares for $479 million (about 90% of free cash flow) after doubling its repurchase authorization to $1.0 billion; approximately $849 million remained on the authorization at quarter end.
Logs & Consumption Momentum — High Growth Consumption
Log management consumption exceeded $100 million in annualized consumption and grew more than 100% year-over-year in every quarter. DPS (platform subscription/licensing) now represents >75% of ARR and >60% of customers are on DPS, driving faster consumption among DPS customers. Average ARR per customer is >$500,000 and management sees a long-term opportunity to exceed $1 million per customer. Gross retention remained in the mid-90s and trailing 12-month net retention was 110%.
Large Enterprise Deal Momentum & Improved GTM
Q4 added 126 new logos, including a record 22 deals with ACV over $1 million (anchor deal ACV up 60%). Nine of those were new logos. Average land size in Q4 was over $200,000; new-logo ARR grew 43% in the quarter and 30% in the second half, reflecting improved go-to-market productivity and larger strategic platform deals.
Product and AI Innovation + Strategic Acquisitions
Launched major platform innovations including Dynatrace Intelligence, domain-specific AI agents, and expanded cloud-native integrations across AWS/Azure/GCP. Broadened integrations with Anthropic Claude Code, GitHub Copilot and ServiceNow. Completed acquisitions to extend the platform (Dev Cycle for feature management and a telemetry pipeline business referenced in the transcript), and continued positioning for agentic/AI-first use cases.
DT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $39.21 | $34.73 | -11.43% |
Feb 09, 2026 | $33.71 | $36.18 | +7.33% |
Nov 05, 2025 | $49.63 | $47.39 | -4.51% |
Aug 06, 2025 | $50.53 | $50.53 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dynatrace (DT) report earnings?
Dynatrace (DT) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Dynatrace (DT) earnings time?
Dynatrace (DT) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DT EPS forecast?
DT EPS forecast for the fiscal quarter 2027 (Q1) is 0.44.
