And overall, our approach is we want to be very prudent. And I guess, the premium offering with sort of the price point, it's not a viral sale. So we do have a combination of both, but I'd say it leans right now more heavily on expanding the workloads on the cloud. Dow Jones Rises As Nasdaq Hits All-Time High; IBD 50 Stock Breaks Out. Over the last 12 months, about 60% of our Dynatrace customer count growth has been the result of new logos to the company. Digital experience has been a popular module extension for us for a few years now, but recently, we have seen a surge in demand for mobile monitoring. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's … XBRL. Was that a tick-down at all from what you saw in the prior quarter? And that environment continues to be more prevalent and accelerate. Thank you. It sounds like you did slow it. Webcast. So we like where we are. We will be even more focused. Earnings Webcast. In Q4, we announced expanded capabilities for both our infrastructure-only module and our digital experience module. 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. Thanks. That's great. That's great. Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. So our customers who get to know us and why we expand, as well as we do on our base understand that we're sort of the value leader even if they pay a little bit more for the combination of unified software we provide. … And we intend to stay there”. As John highlighted earlier and we noted in our earnings release today, we have achieved eight quarters at or above 120%. We now have 92% of our ARR on the Dynatrace platform, with only 8% left on our Classic product set. 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. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. a month ago DT. First, we expect to modestly grow headcount in Q1 as we initially moderated the timing of investments as we evaluated the impact of the health crisis on our business. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. AT&T Inc. (T) Stock Quotes - Nasdaq offers stock quotes & market activity data for US and global markets. Thank you so much, guys, for taking the question. This internal re-organization does not impact the group’s results. It's not used for a credit card, etc. Linearity and close rates were generally in line with prior Q4s, new logos were up year on year and our net expansion rate was above 120% for the eighth consecutive quarter. In other words, are new customers now landing with higher cadence of new products than, let's say, a year ago? Dec 04, 2020. ET. Your month of April was actually stronger than the year earlier. I'm looking at your forward-looking trends. DT earnings call for the period ending June 30, 2020. Applications are the high ground. Investor's Business Daily. Hi, guys. And one way to reconcile that with your guidance, there is extreme, extreme, extreme conservatism. We have increased the pace of hiring and plan to reaccelerate our commercial and innovation investments later in the fiscal year if the demand environment is playing out as we expect or better. But I'd love to understand what you've seen at the top of the funnel in this environment. Oct 28, 2020 8:00 am EST. Economic Cycle. In the fourth quarter, we were modestly impacted on the new bookings side during the second half of March, but overall, the fundamentals of our business remain very solid. You don't sell buy three products. Let me summarize. A look at earnings from the view of macro-economists and market technicians. Yes. As John said, our non-GAAP gross margin was 83% for the fourth quarter, an increase from 80% in the fourth quarter of fiscal '19. After prepared remarks, we will open up the call for a question-and-answer session. It includes log monitoring. Our Dynatrace ARR per customer continues to trend up and is over $220,000. As John said, ARR grew 42% year over year to $572.8 million, an increase of $169 million compared to the year-ago period. A couple of quick questions for me. No, good question. They understand how difficult and challenging they are. That's our primary. Your line is open. We continue to operate the business with a healthy combination of growth and profitability, a trend we believe we can continue to deliver on for quite some time, given the increasing importance of cloud software and the strength of the Dynatrace platform and the expanding addressable market we operate in. Stock Advisor launched in February of 2002. Hi, guys. With me on the call today are John Van Siclen, chief executive officer; and Kevin Burns, chief financial officer. Kash Rangan -- Bank of America Merrill Lynch -- Analyst. Nov 19, 2020. Thank you so much, Kevin and John. Market data powered by FactSet and Web Financial Group. Great. So based on your comments, should we expect -- I think it went from 80 to 60 off the top of my head, but should we expect that pace to continue? 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. 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. They're all very familiar with Zoom. Our non-GAAP operating income for the fourth quarter was $36 million, above the high end of our guidance of $34.5 million primarily due to the combination of revenue and associated gross margin upside. Dynatrace had a return on equity of 10.69% and a net margin of 12.75%. Reblog. View 10-K. Sign Up For Email Alerts. We look forward to this year and catching up again in 90 days and talking about how we did in our fiscal Q1. I'm glad you're well and thoughts go to everybody that you're well through COVID. And welcome to the Q2 2019 Earnings Conference Call. We are not anticipating any additional debt principal payments in the near term as we want to grow our cash balance to maintain financial flexibility. 29 Dynatrace's (DT) CEO John Van Siclen on Q4 2020 Results - Earnings Call Transcript Tue, May 12 DT has bundled its B2B Telecommunication activities in the segment Germany as of Q3/2020. So that's, I think, the first key thing. This is down over one turn in eight months from our post-IPO leverage ratio of 3.3 times EBITDA. Yet what I struggle to reconcile all that -- with all the fieldwork that you've done -- and also, by the way, your RPO, very strong. 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. Dec 2020. It's much more around use cases or a series of use cases rather than little slices of tools. On November 12, 2020 Deutsche Telekom published its results for the third quarter 2020. Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript Oct. 28, 2020 at 1:16 p.m. Motley Fool Transcribing (MFTranscribing) Jul 30, 2020 at 12:04AM Image source: The Motley Fool. Just to understand like how that momentum is playing out there. Get the latest Dynatrace Holdings earnings report, revenues as well as upcoming DT earnings dates, historical financial reports, news, analysis & more. Call Participants. Example. ET on Seeking Alpha Dynatrace (DT) Q2 Earnings and Revenues Beat Estimates Another bank told me they did not expect to see their surge in mobile traffic reduce much, if any, post-COVID. Get prepared with the key expectations. Though early in the adoption ramp, we are very encouraged by the uptake of infrastructure only, now used by 29% of our customer base. This led to a non-GAAP operating margin of 24%, up from 22% in the fourth quarter of '19. PDF HTML. So first, all of our customers or nearly every one of them is focused on cloud and cloud workloads. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. Based on the midpoint of this range, unlevered free cash flow would increase 24% on a year-over-year basis. A sudden shift to remote work has caused applications and the clouds they run on to become an even more essential way to provide services, drive revenue, engage customers and collaborate among teams. Before we start, I'd like to draw your attention to the safe harbor statement included in today's press release. So we will always have some level of long-term deferred, but that's the time frame. Q2 2016 AT&T Inc. Earnings Conference Call. 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? With higher degrees of online mobile use likely to be a major outcome of the new normal, our early investments and outstanding functionality in digital experience, especially for mobile, should continue to pay off for us. 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. Dynatrace (DT) reports earnings on 1/27/2021. Ladies and gentlemen, thank you for standing by, and welcome to the Dynatrace fiscal second-quarter 2021 earnings conference call. However, at the same time, within these industries, we are typically working with some of the largest and financially healthy companies, and our solution is near the top of their priority list. 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. Our renewal rates are very healthy. Appreciate the time this morning. Edited earnings call transcripts of Dynatrace Inc (DT) stock It's like the front end of the pipeline is also pretty solid from a demand generation standpoint. In addition, we are now a one-platform subscription business. Download (pdf, 115.3 KB) Download (xlsx, 78.8 KB) Financial results second quarter 2020. Dynatrace, Inc. (NYSE:DT) announced its earnings results on Wednesday, October, 28th. Dynatrace (DT) delivered earnings and revenue surprises of 80.00% and 4.95%, respectively, for the quarter ended September 2020. Yes. I mean, we're not really -- I know some folks out there may think we're a big deal company and everything's multimillion-dollar deal. 04/29/2016. Total revenue for the fourth quarter was $150.6 million, $2.6 million above the high end of our guidance, an increase of 30% on a year-over-year basis and 31% in constant currency. So it's very consistent in that range, so nothing really to note plus or minus there. People are really getting sort of the hang of how to manage these large complex Kubernetes-orchestrated environments. Overall, we believe our two-year model transition to a subscription business is now virtually complete. Sure. 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. Download, follow and add "DYNATRACE, INC." earnings calls to your podcast at EarningsCast. Matt Hedberg -- RBC Capital Markets -- Analyst. By signing up, you confirm that you accept the terms of use and privacy policy. For the full year, ARR guidance is $680 million to $692 million, 19% to 21% growth. 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. With a modern SaaS platform and agile workforce, we transitioned to work from home almost overnight and did not miss a beat. Work locations may change, workloads may shift, but applications must run flawlessly. Barbara Tuckfield-- Director of Investor … And then the other thing that really stood out to me, I think you noted 25 customers are now buying three or more of your products, which is great. 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. Quarterly Results. Motley Fool-11.47%. Enter your email to recover your password.You will receive an email with instructions. And John, really hopeful opening remarks. We do. Good morning, everyone, and thank you for joining us on our Q4 and year-end fiscal '20 earnings call. Dynatrace Holdings LLC (DT) Q1 2021 Earnings Call Transcript. But it has not dropped, if that was sort of like part of the question. Calendar; Top-down. Net expansion rate continues to be very solid. Yahoo . For first-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. The cloud is driving the need to adopt much higher than some of the old Gartner stats have said, 25% to 30%. This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021. 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. Thomson Reuters StreetEvents. Share price in the German telco has jumped 3.9% in early morning trading following the financial results which saw revenues increase by 6.4% to €80.4 billion for 2019. Earnings Release. This year Santa won’t be at the mall, but you can reach him on a video call! What we have seen over the past eight weeks has shown us that essential applications and transformation projects continue to move forward, even within industries experiencing headwinds. Yes. 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. And I think it's a healthy place to land. Dynatrace provides software intelligence to simplify cloud complexity and accelerate digital transformation. Technicals. One of our banking customers recently saw a surge in mobile traffic as their customer base went to shelter-in-place. 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%. And I highlighted as well, some of the things that when we think about '21 that are important, i.e., we have 80% coverage on our guide number from a subscription standpoint and backlog/RPO. Total revenue was $545.8 million, up 27% year over year and up 29% in constant currency. Heather Bellini with Goldman Sachs, your line is open. This compares to earnings of … We continue to evaluate our ARR position and have not made any additional provisions for collectability outside of normal parameters. For Fiscal Year Ending Mar 31, 2020. Sign in or Sign up. 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. This compares to earnings of … 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, … I'm wondering, though, can you talk about that trend within new customers? 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. Now to our platform. We continue to believe that there's a large opportunity for further expansion in our existing customer base. [Operator instructions] Matt Hedberg with RBC Capital Markets, your line is open. 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. Dynatrace (DT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. That's helpful. And as we're burning that down, that's going to have an impact on our long-term deferred. News & Events News & Events. Details. Question on the infrastructure monitoring. 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. The company reported $0.18 earnings per share for the quarter, topping the Thomson Reuters’ consensus estimate of $0.10 by $0.08. More often than not, Kubernetes is used for container orchestration. 04:26PM : Dynatrace Earnings Triple; Cloud Software Maker's Stock Falls . We think this is prudent given current market conditions. Thanks, guys. Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. That's very helpful. I like where we sit, and I think we're very well-positioned for a new normal and a faster to cloud with limited resources. 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. Q3 2020 Earnings Call Presentation. Today's conference is being recorded. The reported $0.18 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.08. I mean, I'm guessing more of the activity in terms of the uptake was more focused on the cloud versus on-prem. XBRL. Webcast. Read or listen to the conference call. I would like to also quickly highlight our fiscal '21 expectations with respect to our Dynatrace net expansion rate. Questions and Answers. CMTX - Mon Nov 30, 4:00AM CST. Interactive chart for DT201120C00046000 (DT201120C00046000) – analyse all of the data with a huge range of indicators. Email Alerts; Contacts; RSS News Feed; Trust Center Dynatrace Status … We see the dynamic when we come in when workloads start hitting the cloud in volume, and the customer understands that all they have is an infrastructure view. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. But I just wanted to get some more color on that front. 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. a month ago DT. Though a few of our end markets may face greater near-term headwinds, we've been very encouraged by overall business trends during April. 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. CTG or DT: Which Is the Better Value Stock Right Now? But the bulk of our business is really focused on run-the-business applications that run in modern cloud environments, more and more that multi-cloud environment that I articulated, a combination of multiple public clouds with hybrid back ends. Please refer to the cautionary language in today's press release and to our latest Form 10-Q, which is filed with the SEC on January 31, 2020, and our other SEC filings for a discussion of the risks and uncertainties that could cause actual results to differ materially from expectations. Q4 2020 Dynatrace Inc Earnings Call. One, just on the top of the funnel, I know you've talked about the exposure to some of the affected industries and some of your expectations around sales, hiring ramp. Despite these challenging times, I believe our strong platform differentiation, balanced business model and world-class team continue to provide us with a durable growth business. So how do you see that playing out? Those are the three key factors for us, and we're leaning into all of those currently. Well, hi, guys. As I hope you can tell, we're bullish on the business, good Q4, a good start to Q1. Goldman Sachs 2020 … Got you. For second-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. Well, so many companies are still in that 5% to 10% of their application range. Edited Transcript of DT.N earnings conference call or presentation 12-May-20 12:00pm GMT. Dynatrace (DT) Q2 Earnings Beat Estimates, Revenues Rise Y/Y Oct. 29, 2020 at 11:00 a.m. The majority of applications at our customers still like instrumentation. And throughout the year, our ARR faced currency headwinds in the range of 200 to 300 basis points per quarter. Dynatrace's rapid automatic rollout and unified AI-ops approach to identifying service-impacting issues at time of degradation with precise actionable answers for rapid remediation made the Dynatrace expansion decision straightforward. So coming out of this sort of COVID-19 sort of situation and into a new normal, I really do believe that our automation and AI will become sort of primary drivers for differentiation rather than sort of interesting, nice-to-have kinds of characteristics the way they might be in certain sales cycles that we've had in the past. Yahoo. It is our hope that everyone is staying healthy and safe, and that those who have become ill have a speedy recovery, and of course, our hearts go out to those who have suffered the tragic loss of loved one. 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. Overview; Press Releases; IR Calendar; Dynatrace Virtual Investor Day ; Email Alerts; Dynatrace 1Q21 Earnings Conference Call. 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. Frontier Communications Corporation Q3 2020 Earnings Conference, CooTek (Cayman) Inc Q3 2020 Earnings Conference, Quanex Building Products Corporation Q4 2020 Earnings Conference, Johnson Outdoors Inc. Q4 2020 Earnings Conference, Construction Partners, Inc. Q4 2020 Earnings Conference. Same thing with infrastructure-only. Webcast. Earnings Release. Nov 2020. Act 0.11 Est 0.077 Q4 … Raimo Lenschow with Barclays, your line is open. Sterling Auty with JP Morgan, your line is open. We continue to expand our value proposition in use cases, and our enterprise customers continue to expand their portfolio of cloud-based applications as they digitally transform their businesses. Or are you seeing any pressure or changes in the pricing environment, the competitive environment? Thank you. I'd like to reinforce three points this morning: first, the success with which Dynatrace has responded to COVID-19 and what we are seeing across our customer base and market at large; second, as this marks our fourth earnings call and the end of our fiscal 2020, I'd like to update you on the tremendous progress we've made in both our customer conversion and subscription business model transitions; and third, as our platform becomes increasingly robust across all modules and automation and AI become critical success factors for dynamic multi-cloud observability, I'd like to update you on some of the platform advances we've recently made and the success of our cross-selling motion of emerging products. Dec 04, 2020. We've made the bold decisions, but reinventing APM was just a piece of the puzzle. Motley Fool. However, based on the current revenue guidance, we anticipate we would experience a modest decline in our net expansion rates throughout fiscal '21, resulting in a net expansion rate above 115% for the year. Regarding our business transition to a more predictable subscription model, in Q4, 98% of revenue were subscription or services. Details. David Hynes -- Canaccord Genuity -- Analyst. Market Overview . The company had revenue of $168.60 million for the quarter, compared to analysts’ … Bei @MilkyChance i… 17 hours Deutsche Telekom AG. 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. Our customer base is highly diversified, and we focus on the top 15,000 largest enterprises around the world. And then one just quick follow-up to the last question that was related to long-term deferred. Breaks out executive officer ; and Kevin Burns, chief financial officer and! 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Does n't possess the right combination of the P & L and I know this is down over one in... Which is the Better value stock right now recurring revenue Sachs 2020 … 2016... Viral sale expand coverage for AWS, Azure and Google cloud platform services normal parameters Citi! Activity in terms of the long-term deferred, but that 's going to have conservatism, it prudent. Months from our post-IPO leverage ratio of 3.3 times EBITDA for joining us on our long-term writedown. Highlighted earlier and we focus on the Dynatrace team responded to the of. Transitioning our business has performed very well in the business recurring revenue ``! Environment, the competitive environment and, really, around pricing home Dynatrace, Inc. DT. % since reporting last quarter office to work from home for probably four weeks more focused cloud! Zoom work you 're well through COVID & market activity data for DT of from to!
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