And now that the Classic base is down to a single-digit percentage of total ARR and shrinking each quarter, we feel there is no longer a need to break out these components moving forward, so we'll no longer be doing so. Net expansion rate continues to be very solid. 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. All statements other than statements of historical facts are forward-looking statements, including statements regarding management's expectations of future financial and operational performance and operational expenditures, expected growth, and business outlook, including our financial guidance for the first fiscal quarter and fiscal-year 2021. 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. This was above our guidance of $0.08 per share. Dynatrace 1Q21 Earnings Conference Call. Well, first of all, you need to understand that our sales organization, for the most part, works remotely anyway. And then one just quick follow-up to the last question that was related to long-term deferred. Thank you. PDF HTML. The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. 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. Baird 2020 Global Industrial Conference. Add to calendar. 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. Jul 29, 2020 8:00 am EDT. Act 0.11 Est 0.077 Q4 2020 Dynatrace Inc Earnings Call 05/12/2020 08:00 AM (EDT) DT. But it has not dropped, if that was sort of like part of the question. 10-Q Filing. This quarterly report represents an earnings surprise of 30%. Unlevered free cash flow for Q4 was $63.3 million, and it was $149.5 million or 27.4% of revenue for fiscal '20. 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. In the Critical Capabilities guide, our platform differentiation compared to competition is even more clear, with Dynatrace leading in five of six categories. Download the investor presentation - earnings call slides. A couple of questions. 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. Just you mentioned that new logos are up. Software eating the world has been a powerful multiyear trend that is still in the early innings, and the rapid move to online commerce and work-from-home initiatives have made the uptime and performance of the underlying software applications and infrastructure more important than ever. 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. The Motley Fool - HRB earnings call for the period ending September 30, 2020. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. That is essentially gone to zero at this point, and it's just working down on that perpetual license in long-term deferred. Great. Q2 2016 AT&T Inc. Earnings Conference Call. Embedded in our guidance are a few underlying assumptions that I think are noteworthy, so you can understand our view of the environment and our opportunity as we move forward in fiscal '21. You don't sell buy three products. Turning to a quick summary of the financial results for the full year. 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. 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. 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. Nov 19, 2020. 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. 01:39PM : Stock Losses Top 3% As S&P 500, … 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. 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. This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021. 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. That said, what we have seen are that customers shifted their focus to work from home for probably four weeks. 06:22PM : Why Dynatrace Stock Dropped Today. 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. News & Events News & Events. Well, we see both dynamics. 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. Was that a tick-down at all from what you saw in the prior quarter? Calendar; Top-down. Sign in or Sign up. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. Tweet. Webcast. Now to our platform. 04:26PM : Dynatrace Earnings Triple; Cloud Software Maker's Stock Falls . We believe the strength of our results is largely a reflection of this mission-critical nature of our software intelligence platform. And we believe part of this is a renewed appreciation for needing to assure that the full stack of cloud services, a complex layering of virtual services and processes, actually deliver the value to the end user that is expected. Thank you. View all reports. Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. 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. H&R Block (NYSE:HRB) Q2 2021 Earnings Call Dec 08, 2020, 10:00 a.m. This compares to earnings of … With that said, we're optimistic. Our customer base is highly diversified, and we focus on the top 15,000 largest enterprises around the world. On November 12, 2020 Deutsche Telekom published its results for the third quarter 2020. And as we're burning that down, that's going to have an impact on our long-term deferred. So how do you see that playing out? In the past, reacting after a failure occurred and service was already disrupted was not unusual. Yahoo. PDF HTML. First, our assumption is that we are going to be operating in a difficult economic environment for the full fiscal year. A look at earnings from the view of macro-economists and market technicians. Yes. Do you think this ultimately accelerates the importance of cloud-based monitoring? Investor's Business Daily. John Van Siclen -- Chief Executive Officer. Overview; Press Releases; IR Calendar; Dynatrace Virtual Investor Day ; Email Alerts; Dynatrace 2Q21 Earnings Conference Call. Goldman Sachs 2020 … We think this is prudent given current market conditions. The remaining 8% of our ARR relates to our Classic offering. 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? And I guess, the premium offering with sort of the price point, it's not a viral sale. Investor's Business Daily. RT @MagentaMusik360: Bei Konzerten ist eine perfekt abgestimmte Lichtshow mindestens genau so essentiell, wie die Musik. We believe, and our customers share this sentiment, that this places Dynatrace near the top of the strategic IT priority list. PDF HTML. That's right. As a result, despite some headwinds associated with the current environment, we are comfortable establishing full-year guidance that calls for a combination of strong growth in subscription revenue, coupled with meaningful profitability and cash flow. ZIP XLS HTML. I'm looking at your forward-looking trends. Dynatrace (DT - Free Report) is set to report first-quarter fiscal 2021 results on Jul 29. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. In addition, we are now a one-platform subscription business. Get the latest Dynatrace Holdings earnings report, revenues as well as upcoming DT earnings dates, historical financial reports, news, analysis & more. Though early in the adoption ramp, we are very encouraged by the uptake of infrastructure only, now used by 29% of our customer base. Classic license revenue declined by $27.7 million to $12.7 million in fiscal '20. He added “our aspiration is to be the leading provider. Conference Call: N/A Trade View | ... 3 We do not currently have option data for DT . Dec 04, 2020. In the fourth quarter, we repriced our long-term debt-to-LIBOR plus 225 basis points, down 50 basis points. Goldman Sachs 12th Annual Global Automotive Conference. I should point out for those who are new to our story, our full-stack APM module includes both infrastructure monitoring and AI ops, fully unified. David Hynes with Canaccord, your line is open. During this call, we'll make statements related to our business that may be considered forward-looking within the meaning of Section 27A of the Securities Exchange Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended. An activation link has been sent to your mail.Please activate and login. Webcast. Title. And these characteristics of our platform that our customers are currently enjoying, we hope many customers -- additional customers ahead will be enjoying in the future. These figures are adjusted for non-recurring items. Details. We added over 1,000 new customers to the Dynatrace platform this past year, now over 2,300 customers, with the majority continuing to be new logos. Today's conference is being recorded. Congrats on the results. Dynatrace 2Q21 Earnings Conference Call. Q3 2020 Earnings Call Presentation. Earnings Webcast. And they love the flexibility to toggle up or down on their own between our deep full-stack APM mode and the lighter though broader coverage of infrastructure-only mode at a lower cost. Thanks. Listen to on-demand earnings calls of Dynatrace Inc (DT) stock However, based on the enterprise size of our base and conversations with many of these customers, they view the Dynatrace platform as a mission-critical platform and, as a result, we expect only a modest negative impact on our renewal rates within this portion of our customer base. Yahoo . I'd love to understand if there was any impact there at all. It includes log monitoring. Our Dynatrace ARR per customer continues to trend up and is over $220,000. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. 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. We're very optimistic about the opportunity. Shifting now to our progress converting our customer base and transitioning our business model. It continues to be a strong part of our business. People are really getting sort of the hang of how to manage these large complex Kubernetes-orchestrated environments. Our infrastructure-only module is newer for us. Just want to try to understand how you think about that coming out of COVID, too. 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. Just to understand like how that momentum is playing out there. Although it is prudent to have conservatism, it is just very extreme. 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. That makes sense. Motley Fool-11.47%. 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”. Raimo Lenschow with Barclays, your line is open. Dow Jones Rises As Nasdaq Hits All-Time High; IBD 50 Stock Breaks Out. So thank you so much for them and how detailed they were. So I think we're in a really strong position from that standpoint. Dynatrace: Well Positioned To Benefit From Digital Transformation; Solid Quarter And Guidance. Dynatrace Holdings LLC (DT) Q1 2021 Earnings Call Transcript. To put a little bit more color in terms of where it's going in the future, based on what we view as prudent guidance on the top line and a combination of what we think will be helping new logos, mathematically, obviously, that net expansion rate needs to drop down from that 120% bar down to 115%. And so I like where we are, and I think we're going to maintain that going throughout the next several years. Thursday, Jul 21, 2016 04:30 PM EST Date. Yes. They're all very familiar with Zoom. That's our primary. Hey, thanks, guys. Earnings Release. 04:26PM : Dynatrace Earnings Triple; Cloud Software Maker's Stock Falls . Listen to "Q3 2020 Dynatrace Inc Earnings Call". Dynatrace (DT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Nov 19, 2020. Providing More Than Just Data. Receive updates straight into your inbox. Q3 2020 Earnings Call Presentation. Dec 04, 2020. Add to calendar. PDF . [Operator instructions] Please be advised that today's conference is being recorded. And that environment continues to be more prevalent and accelerate. So we include multiple things. 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. 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. With a modern SaaS platform and agile workforce, we transitioned to work from home almost overnight and did not miss a beat. With that, I'd like to turn the call over to our chief executive officer, John Van Siclen. Shares are up 2.0% since reporting last quarter. Economic Cycle. Your line is open. A look at earnings from the view of macro-economists and market technicians. Contents: Prepared Remarks. And we intend to stay there”. Work locations may change, workloads may shift, but applications must run flawlessly. The strong majority of our ARR, roughly 80% to 85%, is outside of industries more challenged by COVID-19. Dynatrace (DT) reports earnings on 1/27/2021. AT&T 2016 Annual Meeting of Stockholders. Q4 2020 Dynatrace Inc Earnings Call. Market data powered by FactSet and Web Financial Group. Dec 2020. Matt Hedberg -- RBC Capital Markets -- Analyst. Details. 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. Dynatrace, Inc. (DT) CEO John Van Siclen on Q1 2021 Results - Earnings Call Transcript Wed, Jul. Part of this is that we have made it easier than ever to instrument native mobile applications. Sterling Auty with JP Morgan, your line is open. They understand how difficult and challenging they are. Dynatrace, Inc. (NYSE:DT) announced its earnings results on Wednesday, October, 28th. So we like where we are. Find the latest DT201120C00032000 (DT201120C00032000) stock quote, history, news and other vital information to help you with your stock trading and investing. This compares to earnings of $0.04 per share a year ago. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. Certainly. OK. Nov 12, 2020. You can imagine with COVID and mandatory shelter-at-home, high-quality energy service was an imperative. Rather than fragment our offering into a list of tools, we take a more holistic approach and solve by use case, going after a larger problem set to drive greater simplicity, efficiency, and value for our customers. 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