Thanks. The company had revenue of $168.60 million for the quarter, compared to analysts’ … Heather Bellini -- Goldman Sachs -- Analyst. So we're not seeing a huge shift in sort of the characteristics. That makes sense. This internal re-organization does not impact the group’s results. There was about one percentage point due to lower Classic perpetual bookings and about two percentage points due to higher DSO in Q4 resulting from macro environment uncertainty. And overall, our approach is we want to be very prudent. 04/29/2016. Our healthy RPO expansion has benefited from the move to a subscription business combined with an increase in the duration of our new subscription agreements over the course of fiscal '20. Turning to the balance sheet. What we're seeing now is a leaning back toward faster to the future, investments back into digital transformation and we think that will characterize sort of that -- sort of the post-COVID world here as we enter Q2 and beyond for the year. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. Act 0.11 Est 0.077 Q4 2020 Dynatrace Inc Earnings Call 05/12/2020 08:00 AM (EDT) DT. We will drive more value, and we will remain resilient and durable. So long-term deferred declined sequentially. PFE: 39.95 (-0.35%) PHM: 43.30 (+0.30%) LEN: 75.42 (+5.93%) SAM: 932.48 (+1.26%) W: 240.90 (+0.47%) DT: 38.65 (+1.60%) BNTX: 117.75 (-0.78%) Dynatrace Announces Expanded Partnership with SAP BusinessWire - Mon Nov 30, 4:00AM CST. 04:21PM : Dow Jones Falls 940 Points As Coronavirus Hospitalizations Climb. Jul 29, 2020 8:00 am EDT. We have customers in that 30% to 40% range who want to continue to go up, but that's the minority. The market expects Dynatrace (DT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2020. We also believe that not only will this new normal sort of really highlight and focus the lens on cloud, it will also focus the lens on applications themselves as the high ground for where business meets IT. So I think we're in a really strong position from that standpoint. Hi, guys. Our transition from a classic license business to a subscription business is virtually complete, and we've done this while increasing gross margin to 83% overall and 88% for subscription. Yahoo. From a customer standpoint, we are pleased that our net retention rate remains robust in this environment. We continue to work closely with our customers to help them respond to their rapidly changing workloads and requirements, enabling faster innovation, easier collaboration and greater efficiency without wasted motion. Yahoo. Back to DT Overview *The upcoming earnings date is derived from an algorithm based on a company's historical reporting dates. The current portion of RPO, which we expect to recognize as revenue over the next 12 months, was $495 million, an increase of 52% year over year. Edited earnings call transcripts of Dynatrace Inc (DT) stock For the quarter, Classic license revenue declined to $2.3 million and represented less than 2% of our quarterly revenue. During the course of today's call, we will refer to certain non-GAAP financial measures as defined by Regulation G. The GAAP financial measure most directly comparable to each non-GAAP financial measure used or discussed and a reconciliation of the differences between each non-GAAP financial measure and the comparable GAAP financial measure can be found within our fourth quarter and fiscal-year 2020 earnings press release in the Investor Relations section of our website at dynatrace.com. Dynatrace (NYSE:DT) Earnings Information Dynatrace last posted its quarterly earnings data on October 28th, 2020. Well above that, say, of New Relic, did that present any challenges at all in that first four weeks? Hey, John, just in terms of the expansion opportunity, can you just remind us where the average customer is in terms of percent of apps or stack that's being monitored and then maybe where some of your best customers are? Thanks for taking my question. Sentiment. Dynatrace, Inc. (DT) CEO John Van Siclen on Q1 2021 Results - Earnings Call Transcript Wed, Jul. View all reports. Nov 19, 2020. Today's conference is being recorded. So those are the two primary that will go together, depending on the point of view of the customer, but it's pretty quick to add a third and keep going from there. Now to our platform. Motley Fool Transcribing (MFTranscribing) Jul 30, 2020 at 12:04AM Image source: The Motley Fool. John talked about a lot of the extension opportunities in our customer base. Finally, with respect to cash and working capital, we believe it is prudent to expect that some customers may request modified billing terms, which does not impact revenue but would serve as a headwind to our unlevered free cash flow throughout the year. Dynatrace 2Q21 Earnings Conference Call. For Fiscal Year Ending Mar 31, 2020. Download, follow and add "DYNATRACE, INC." earnings calls to your podcast at EarningsCast. Act 0.18 Est 0.1 Q2 2021 Dynatrace, Inc. Earnings Conference call 10/28/2020 08:00 AM (EDT) DT. And that environment continues to be more prevalent and accelerate. We've made the bold decisions, but reinventing APM was just a piece of the puzzle. Title. 10-Q Filing. We expect first-quarter non-GAAP operating income to be in the range of $38 million to $40 million, 25% to 27% of revenue and non-GAAP EPS of $0.09 or $0.10 per share. Other companies have to sell three or four products to do what we do in one. Cumulative Growth of a $10,000 Investment in Stock Advisor, Dynatrace Holdings LLC (DT) Q4 2020 Earnings Call Transcript @themotleyfool #stocks $DT, This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021, Why I Just Purchased Shares of AI Cloud Observability Company Dynatrace, Dynatrace Holdings LLC (DT) Q2 2021 Earnings Call Transcript, DataDog Rival Sumo Logic Files for IPO to Get in on the Rally, Copyright, Trademark and Patent Information. It feels like the digital experience piece should be really picking up. [Operator instructions] Matt Hedberg with RBC Capital Markets, your line is open. Deutsche Telekom (DT) CEO Timotheus Hoettges (pictured) ... During its earnings call, the executive added its T-Mobile US operation had more customers than AT&T following the unit’s big-money merger with Sprint, and was now pursuing the medium-term target to “oust Verizon from the top spot”. Thank you so much, Kevin and John. PDF HTML Audio Earnings Webcast. This was 44% growth on a constant-currency basis. With this combination of complexity, dynamism and frequency of change, only an automatic AI-assisted observability platform that can handle the most complex public and hybrid environments will work. With a modern SaaS platform and agile workforce, we transitioned to work from home almost overnight and did not miss a beat. Can you talk about sales hiring and how we should think about sales capacity build in fiscal '21 and how that any slowing in hiring is impacting the growth rate you're looking for in '21 and then sort of what you're looking for, specifically in sales, in order to reaccelerate the hiring? I was wondering if you could mention maybe how the size of the new land may be being impacted. H&R Block (NYSE:HRB) Q2 2021 Earnings Call Dec 08, 2020, 10:00 a.m. Call Participants. Dynatrace (DT) Q2 Earnings Beat Estimates, Revenues Rise Y/Y Oct. 29, 2020 at 11:00 a.m. Dynatrace, Inc. (DT) CEO John Van Siclen on Q1 2021 Results - Earnings Call Transcript. Dynatrace Holdings LLC (DT) Q1 2021 Earnings Call Transcript. The first question was just -- curious to see. But it has not dropped, if that was sort of like part of the question. Hello, visitor. Providing More Than Just Data. Share. We believe, and our customers share this sentiment, that this places Dynatrace near the top of the strategic IT priority list. a month ago finance.yahoo.com DT. We're actually a much higher volume transaction company where we really focus on land and expand, where we land in $100,000 and then we expand gradually with our customers as they expand their footprint, as they add more applications and now, more than ever, as they add additional modules. All earnings call transcripts on Dynatrace, Inc. (DT) stock. Got you. Q3 2020 Earnings Call Presentation. So we haven't stopped the hiring of sales folks. Thanks, guys, for taking the questions. As our conversion program winds down, the volume of new customer adds to the Dynatrace platform is likely to decline on a quarterly basis, while obviously, the ratio of new logos will increase. And so I like where we are, and I think we're going to maintain that going throughout the next several years. Download (pdf, 115.3 KB) Download (xlsx, 78.8 KB) Financial results second quarter 2020. Kevin? Forward-looking statements reflect our views only as of today, and except as required by law, we undertake no obligation to update or revise these forward-looking statements. This compares to earnings of $0.04 per share a year ago. This year Santa won’t be at the mall, but you can reach him on a video call! The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. 10:00 AM - 10:45 AM ET . For the tenth consecutive year, Dynatrace is considered a leader, and once again, we were given the highest marks among all competition provision. Good morning, everyone, and thank you for joining us on our Q4 and year-end fiscal '20 earnings call. And our platform is a SaaS platform, so that anything you can do sort of on site, you can do remotely. 29 Dynatrace's (DT) CEO John Van Siclen on Q4 2020 Results - Earnings Call Transcript Tue, May 12 Regarding our business transition to a more predictable subscription model, in Q4, 98% of revenue were subscription or services. And as we're burning that down, that's going to have an impact on our long-term deferred. Good morning and thank you for joining us today to review Dynatrace's fourth-quarter and fiscal-year 2020 financial results. Trade 1 (8:45 a.m.)—BTO 100 ZZZ Feb 450 calls $2.00 ($20,000) Trade 2 (11:30 a.m.)—STC 100 ZZZ Feb 450 calls $3.00. Non-GAAP operating income for fiscal '21 is expected to be in the range of $146 million to $156 million, which is 23% to 24% of revenue, non-GAAP EPS of $0.39 to $0.42 per share. Let me summarize. PDF HTML. No, good question. The vast majority are really in that 5% to 10% range, so there's a lot of room just in the upsell, let alone the cross-sell, which, as I said, we're getting much stronger in. We will be even more focused. In Q4, we announced expanded capabilities for both our infrastructure-only module and our digital experience module. Others look to the APM and extend it first with the digital experience piece because they want a complete view of the application stack from the outside in. Details. Dow Jones Rises As Nasdaq Hits All-Time High; IBD 50 Stock Breaks Out. From a customer standpoint, as John mentioned, our exposure to highly affected verticals such as travel, automotive and hospitality represent 15% to 20% of our ARR. Nov 12, 2020. And as you can imagine, that also puts some pressure on our levered free cash flow for this year, fiscal '20, and will put a little bit of pressure -- continue the pressure in fiscal '21, and then it will alleviate thereafter primarily. 06:22PM : Why Dynatrace Stock Dropped Today. Hey, thanks, guys. We have a very unique, highly automatic solution with built-in AI to help them manage these environments and extend them more quickly than ever without the blind spots associated with sort of the do-it-yourself or bag-of-tools kind of approach. Your month of April was actually stronger than the year earlier. We now have 92% of our ARR on the Dynatrace platform, with only 8% left on our Classic product set. We are where we hoped, ahead of schedule. Thank you very much, everyone. Yes. Dynatrace had a net margin of 12.75% and a return on equity of 10.69%. I was just trying to understand if that was from customers that are doing shorter contracts or if there was something else there that we should be aware of. Dynatrace (DT - Free Report) is set to report first-quarter fiscal 2021 results on Jul 29. Thank you very much. And we intend to stay there”. Sure. Yes. Calendar; Top-down. L'Ultima-DT d'Orolia sera installé de manière standard sur tous les programmes d'avions commerciaux d'Airbus, y compris les programmes A220, A320, … One way to cause a DT call is to day trade using profits. Not only were we essential to assuring the rapid shift to work from home was successful for our customers around the world, we also provided essential situational awareness to ensure business continuity of run-the-business applications, services and workloads for banks, healthcare companies, logistics companies, government portals and more. In summary, we are very pleased with our fourth-quarter and full-year performance, and with a market-leading position, we remain confident Dynatrace is well-positioned for the long term. Great. A customer comes into the day with $25,000 of starting DTBP and no positions. Thursday, Jul 21, 2016 04:30 PM EST Date. Overview; Press Releases; IR Calendar; Dynatrace Virtual Investor Day ; Email Alerts; Dynatrace 1Q21 Earnings Conference Call. Whether they deploy our platform, have us host it or whether they host it behind their firewall, it's still the same SaaS platform, exactly the same code. Looking at the components of revenue, we assume that Classic license revenue declines from about $13 million in fiscal '20 to under $1 million in fiscal '21. Thanks for taking my questions. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. Option BP increases to $35,000. So you obviously talked about the land at $100,000, but you are at premium offering when you think about it compared to, say, New Relic or Datadog and others. With that as a backdrop, for the first quarter, we expect total revenue to be in the range of $148 million to $150 million, representing year-over-year adjusted currency growth of 24% to 25%. In the Critical Capabilities guide, our platform differentiation compared to competition is even more clear, with Dynatrace leading in five of six categories. ET. Q2 2016 AT&T Inc. Earnings Conference Call. Appreciate the time this morning. Goldman Sachs 2020 … Net expansion rate continues to be very solid. I'm glad everyone's doing well. The firm's platform utilizes artificial intelligence at its core and advanced automation to provide answers, not just data, about the performance of applications, the underlying hybrid cloud infrastructure, and the experience of the customers' users. Well, so many companies are still in that 5% to 10% of their application range. Overall, we believe our two-year model transition to a subscription business is now virtually complete. You said April is off to a good start, but just love to understand what you're seeing in the top of the funnel in terms of what's driving some of those deals coming in today and sort of how do you think that plays out going forward, say, for the next two, three quarters, which is COVID-time-driven and post-COVID. The second thing is, as I mentioned, we package our product differently, Bhavan. Deutsche Telekom CEO Tim Hoettges is looking to close the valuation gap between T-Mobile US and its rivals, as the telco revels following a very positive earnings call. Perfect. Good day. Our Dynatrace ARR per customer continues to trend up and is over $220,000. Do the numbers hold clues to what lies ahead for the stock? Yahoo. But if you look at the adoption at the moment, a lot of people just kind of asked to go to the cloud, just need like an early quick solution there. With me on the call today are John Van Siclen, chief executive officer; and Kevin Burns, chief financial officer. We had a strong performance in Q4 and have been very pleased with the progress we have made over the last four quarters as a public company, including exceeding the high end of our quarterly and annual guidance. This compares to earnings of … They understand how difficult and challenging they are. Just a clarification on the hiring. That's sort of the alternative that we see most often out there. Enter your email to recover your password.You will receive an email with instructions. I'm wondering, though, can you talk about that trend within new customers? Well, first of all, you need to understand that our sales organization, for the most part, works remotely anyway. We do see customers, at the time, they make the decision to expand their cloud investments to actually understand that they need more than just infrastructure-only monitoring and they go out and they look for the full stack observability platform. Contents: Prepared Remarks. Q3 2020 Bilibili Inc. Earnings Transcript 245.6 KB. So how do you see that playing out? Goldman Sachs 12th Annual Global Automotive Conference. Goldman Sachs 12th Annual Global Automotive Conference. And more and more look to multiple DevOps teams utilizing the latest cloud-native techniques to rapidly build, deploy and manage applications and workloads at scale. And I guess, the premium offering with sort of the price point, it's not a viral sale. Thank you. Heat Map. Another customer example was an oil company, a new logo to Dynatrace. Dynatrace 1Q21 Earnings Conference Call. They chose Dynatrace because of simplicity, advanced automation and rapid time to value. And one way to reconcile that with your guidance, there is extreme, extreme, extreme conservatism. Q3 2020 Earnings Call Presentation. With over 90% of our customers on a release no more than 30 days old, our operations and support teams are extremely efficient, giving us more time to drive adoption and success across the Dynatrace space. They said COVID has done more to train their customer base on the power and ease of home banking that any campaign they ever ran. Thanks for taking the questions. Technicals. Raimo Lenschow with Barclays, your line is open. Got you. Just to understand like how that momentum is playing out there. So I like our differentiation. Nov 2020. Dec 04, 2020. And a huge thank you to all the amazing people who have been working tirelessly to help the world deal with the crisis, especially everyone on the frontlines. a month ago seekingalpha.com DT. During its earnings call, the executive added its T-Mobile US operation had more customers than AT&T following the unit’s big-money merger with Sprint, and was now pursuing the medium-term target to “oust Verizon from the top spot”. Kash Rangan -- Bank of America Merrill Lynch -- Analyst. John, a lot of good commentary on how you're helping customers navigate this difficult situation really in a world post-COVID where CIOs look to embrace cloud faster than before. It's not used for a credit card, etc. As the response to COVID-19 is highlighted, applications need to work perfectly at all times to drive employee productivity, ensure optimal customer interaction, guarantee business and transactional continuity and so on. They're all very familiar with Zoom. And then I just have a follow-up. Dec 2020. ZIP XLS HTML. We did see that four-week kind of shift to work-on-home and people leaning into different aspects of our product line for employee productivity. FY '20 was a fantastic year. We believe the strength of our results is largely a reflection of this mission-critical nature of our software intelligence platform. Upcoming Events There are currently no events scheduled. After prepared remarks, we will open up the call for a question-and-answer session. Dynatrace Holdings LLC (NYSE:DT)Q4 2020 Earnings CallMay 12, 2020, 8:00 a.m. So there's no miss of a beat in a shift from sort of from office to work from home. Before I start, I would like to express my sympathy to all those who have been impacted by this health crisis. It is prudent to expect that new demand from these industries will be impacted somewhat in the near term. Get prepared with the key expectations. Our main objective during this time has been to support our employees, as well as our customers and their mission-critical applications. You will find all information and documents here. Thanks. This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021. Classic license revenue declined by $27.7 million to $12.7 million in fiscal '20. Please go ahead. This said, we do estimate that approximately 15% to 20% of our ARR is with enterprise customers that we consider to be in industries that are facing headwinds due to the health pandemic, such as travel, hospitality, retail and automotive. This is Matt on for Sterling. Non-GAAP operating income for the year was $130 million with non-GAAP operating margin of 24%, up from 18% in fiscal '19, a very healthy year-over-year improvement, in line with our internal expectations. Though a few of our end markets may face greater near-term headwinds, we've been very encouraged by overall business trends during April. It feels like infrastructure, multi-cloud is interesting, but the math piece to me seems really interesting, as well as some of the AI-related pieces. Applications are the high ground. Second, we expect a little over two points of currency headwind to continue throughout the year. We expect the greatest COVID headwinds on bookings and renewals in Q1 due to the global economic shutdown, with the headwinds gradually declining over the course of the fiscal year. Add to calendar. They work from home. XBRL. Download, follow and add "DYNATRACE, INC." earnings calls to your podcast at EarningsCast. First, I could not be more proud of how the Dynatrace team responded to the challenges of COVID-19. Listen to on-demand earnings calls of Dynatrace Inc (DT) stock Heather, on the Dynatrace net expansion rate, it was a modest decline from the prior quarter, less than 1% from prior quarter, so relatively flat Q3 to Q4. If we quickly break down these two growth drivers, during the quarter, we added 165 net new Dynatrace customers, ending the quarter with 2,373 Dynatrace customers. These stocks include PHM, LEN, SAM, W, DT. So generally, over half of our customers are signing three-year agreements with us. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. And then just one follow-up maybe for Kevin. As of year-end, the Dynatrace net expansion rate was 123%. And welcome to the Q2 2019 Earnings Conference Call. Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript SA Transcripts Wed, Oct. 28 3 Comments Dynatrace, Inc. SEC Filing - Quarterly Report (10-Q) October 28, 2020 As John indicated, we seamlessly moved to working remotely, and our employees have adapted nicely. But please keep in mind that our payment terms are annual in advance, so that does not necessarily -- that does not impact our long-term deferred. And we also have strength in surging markets such as healthcare, e-learning, communications and government. The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. We do. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. Earnings Per Share: The trailing 12 months EPS from total operations is the bottom line income after all expenses, divided by the weighted average number of common shares outstanding. But given a little bit of the uncertainty, we just thought it'd be very prudent to set really solid foundation, Kash. Congrats on the quarter. This quarterly report represents an earnings surprise of 30%. News & Events News & Events. Edited earnings call transcripts of Dynatrace Inc (DT) stock Thursday, Jul 21, 2016 04:30 PM EST Date. Consistent with recent quarters, new customers were a healthy balance of adding new logos to the franchise, as well as Classic customers moving to the Dynatrace platform. The last financial measure that I would like to discuss is our remaining performance obligation, which, at the end of the quarter, was approximately $860 million, an increase of 56% over Q4 of last year. 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