I also feel that the automation and the AI that we've built into our platform from the ground up will also be sort of essential care-abouts for IT as they move forward because it's really going to be about how do I take my existing team, unlimited resources and do more with them, how do I move faster, how do I get to more applications, how do I innovate more effectively. In Q4, we announced expanded capabilities for both our infrastructure-only module and our digital experience module. Thursday, Jul 21, 2016 04:30 PM EST Date. 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. Latest Annual Filing. I'd love to understand if there was any impact there at all. View 10-K. Sign Up For Email Alerts. As John highlighted earlier and we noted in our earnings release today, we have achieved eight quarters at or above 120%. Hello, visitor. 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. ET. We did slow it down a little bit, but the foot was still on the gas. [Operator instructions] Kash Rangan with Bank of America, your line is open. 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. In the fourth quarter, we repriced our long-term debt-to-LIBOR plus 225 basis points, down 50 basis points. 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. Motley Fool-11.47%. The cloud is driving the need to adopt much higher than some of the old Gartner stats have said, 25% to 30%. Dynatrace (DT) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.10 per share. I have lots of blind spots, I need to fix this. Act 0.18 Est 0.1 Q2 2021 Dynatrace, Inc. Earnings Conference call 10/28/2020 08:00 AM (EDT) DT. That's our primary. The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. We think this is prudent given current market conditions. We expect total revenue to be in the range of $630 million to $643 million, representing year-over-year growth of 15% to 18% and 17% to 20% growth adjusted for currency. Call Participants. So first, all of our customers or nearly every one of them is focused on cloud and cloud workloads. Yes. We're very optimistic about the opportunity. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. The acceleration in total revenue growth is being driven by the strong growth in subscription and services revenue, which was $148.3 million in the fourth quarter, an increase of 37% year over year and 38% in constant currency. PDF HTML. Great. Congrats on the quarter. Back to DT Overview *The upcoming earnings date is derived from an algorithm based on a company's historical reporting dates. Now to our platform. 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. Barclays 2020 Global Automotive Conference. They don't have the application view, and the application teams need more visibility across sort of what's happening with these workloads in a dynamically orchestrated environment and realize that nothing really provides that. That's right. Nov 2020. The company had revenue of $168.60 million for the quarter, compared to analysts’ … So you should expect us to bring our investments back to where they were a year ago, which were healthy investments in sales expansion, also R&D and innovation expansion and customer success expansion. Thanks, guys, for taking the questions. 11:30 AM - 12:05 PM ET. Thank you. ET. Overall, we believe our two-year model transition to a subscription business is now virtually complete. 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. This was 44% growth on a constant-currency basis. But I just wanted to get some more color on that front. 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. We continue to see a healthy increase in our subscription gross margin percentage, now at 88%, as we realize the benefits of winding down the Classic product stack. So how do you see that playing out? So when you look out over 12 to 18 months, that should be a much smaller number than where we just ended? Hi, guys. They understand how difficult and challenging they are. These clouds may be public. Get Whisper . This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021. Goldman Sachs 2020 … Perfect. Sterling Auty with JP Morgan, your line is open. Same thing with infrastructure-only. Some look to add the infrastructure piece and extend the infrastructure environment along with their full stack APM because they're thinking about laying down a broader cloud platform. They don't sit in offices. Shares are up 2.0% since reporting last quarter. 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. 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. 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. 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. And that environment continues to be more prevalent and accelerate. And we've been reaccelerating it as we're building more and more confidence in this year and sort of the current uncertainty becomes a little bit less uncertain. With that, I'd like to turn the call over to our chief executive officer, John Van Siclen. Turning to a quick summary of the financial results for the full year. 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. Add to calendar. A couple of questions. These world-class margins are a result of a highly reliable platform and autonomous SaaS operation. Edited earnings call transcripts of Dynatrace Inc (DT) stock Net expansion rate continues to be very solid. Nov 2020. Well, so many companies are still in that 5% to 10% of their application range. We believe, and our customers share this sentiment, that this places Dynatrace near the top of the strategic IT priority list. 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. 04/29/2016. So from that standpoint, we really haven't seen that much of a shift at this point, although we do expect to see a little bit more meaning to a Dynatrace-hosted environment. I know I've covered a lot. Moving to revenue. Good morning, everyone, and thank you for joining us on our Q4 and year-end fiscal '20 earnings call. Before we start, I'd like to draw your attention to the safe harbor statement included in today's press release. Q2 2016 AT&T Inc. 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. 04:26PM : Dynatrace Earnings Triple; Cloud Software Maker's Stock Falls . And John, really hopeful opening remarks. Part of this is that we have made it easier than ever to instrument native mobile applications. Q3 2020 Earnings Call Presentation. Q3 2020 Bilibili Inc. Investor Presentation 3.6 MB. Dynatrace, Inc. (DT) CEO John Van Siclen on Q1 2021 Results - Earnings Call Transcript. 12/08 15:25. We're seeing customers in the 50%, 60% range where they run the business applications and associated workloads around it. And perhaps, could it help you even address your TAM faster than before? The reported $0.18 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.08. Our cross-selling muscles are getting stronger. 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. Profit of $10,000. Dynatrace (NYSE:DT) Earnings Information Dynatrace last posted its quarterly earnings data on October 28th, 2020. Quarterly Results. Enter your email to recover your password.You will receive an email with instructions. Do you think this ultimately accelerates the importance of cloud-based monitoring? This is down over one turn in eight months from our post-IPO leverage ratio of 3.3 times EBITDA. 10:00 AM - 10:45 AM ET . Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. And then thank you for the commentary on NER, the 123% you gave and even the color about next year. We now have 92% of our ARR on the Dynatrace platform, with only 8% left on our Classic product set. No, good question. Our final question comes from the line of Walter Pritchard with Citi. So overall, we're very pleased with the retention. Turning to the balance sheet. Other companies have to sell three or four products to do what we do in one. That's sort of the alternative that we see most often out there. Overview; Press Releases; IR Calendar; Dynatrace Virtual Investor Day ; Email Alerts; Dynatrace 2Q21 Earnings Conference Call. Thanks, guys. It's like the front end of the pipeline is also pretty solid from a demand generation standpoint. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. As I hope you can tell, we're bullish on the business, good Q4, a good start to Q1. Sales organization, it's in action. Dynatrace, Inc. (DT) CEO John Van Siclen on Q1 2021 Results - Earnings Call Transcript Wed, Jul. Dynatrace (DT) reports earnings on 1/27/2021. Investor's Business Daily. Q2 2019 Earnings Call Jul 24, 2019, 9:00 a.m. It sounds like you did slow it. Yes. They quickly added licenses to cover the surge. 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. We continue to believe that there's a large opportunity for further expansion in our existing customer base. Raimo Lenschow with Barclays, your line is open. The company earned $168.60 million during the quarter, compared to analyst estimates of $160.76 million. Market Overview . Do the numbers hold clues to what lies ahead for the stock? Dec 2020. Sign in or Sign up. And we intend to stay there”. That's very helpful. Listen to "Q3 2020 Dynatrace Inc Earnings Call". Details. 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. Quarterly Results. Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. Congrats on the quarter. 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. But given a little bit of the uncertainty, we just thought it'd be very prudent to set really solid foundation, Kash. 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. From a profitability and cash flow perspective, there are also a few key points to highlight. Shares are down 0.8% since reporting last quarter. Receive updates straight into your inbox. The first question was just -- curious to see. For example, we did a sizable expansion deal in Italy in late March. Motley Fool-11.47%. These figures are adjusted for non-recurring items. Thomson Reuters StreetEvents. Just to understand like how that momentum is playing out there. AT&T 2016 Annual Meeting of Stockholders. ZIP XLS HTML. Toronto Dominion Bank (TD) reports earnings on 3/4/2021. Title. Good morning, everyone, and thank you for joining us on our Q4 and year-end fiscal '20 earnings call. ZIP XLS HTML. That's great. Bhavan Suri -- William Blair and Company -- Analyst. View all events. On November 12, 2020 Deutsche Telekom published its results for the third quarter 2020. This led to a non-GAAP operating margin of 24%, up from 22% in the fourth quarter of '19. 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. Thanks. 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. Overview; Press Releases; IR Calendar; Dynatrace Virtual Investor Day ; Email Alerts; Dynatrace 1Q21 Earnings Conference Call. 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. A look at earnings from the view of macro-economists and market technicians. And we also have strength in surging markets such as healthcare, e-learning, communications and government. If anything, it's ticking up slightly, but I think that's a result of the sales organization being more effective at selling, at least, a second module, if not three modules at once when they actually land a new customer, but it's not material. Motley Fool. The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. Find the latest DT201120C00032000 (DT201120C00032000) stock quote, history, news and other vital information to help you with your stock trading and investing. Bei @MilkyChance i… 17 hours Deutsche Telekom AG. Over the past year, we have gone from approximately 15% of our customers buying three or more modules from us to over 25%, and that's on a rapidly growing customer base. 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. 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. Find the latest Dynatrace, Inc. (DT) stock quote, history, news and other vital information to help you with your stock trading and investing. Dow Jones Rises As Nasdaq Hits All-Time High; IBD 50 Stock Breaks Out. 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. 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. Yahoo. This energy company wanted to assure continuous, high-quality service throughout the country, and if issues arose, proactively addressed them before service was impacted. Dynatrace provides software intelligence to simplify cloud complexity and accelerate digital transformation. Thanks for taking my questions. Listen to on-demand earnings calls of Dynatrace Inc (DT) stock 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. Hopefully, that makes sense to you. Example. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. The second thing is, as I mentioned, we package our product differently, Bhavan. 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? Add to calendar. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. 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. I'm glad everyone's doing well. The pandemic requires change and adaptation, and we are no exception. So they need either from the edge on in through all the virtual cloud layers to make sure that the performance and capability that they're expecting to deliver is actually delivered to that mobile device or IoT device, etc. In the Critical Capabilities guide, our platform differentiation compared to competition is even more clear, with Dynatrace leading in five of six categories. 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. Investor's Business Daily. PDF HTML Audio Earnings Webcast. 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. 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. This renewed focus streamlines our go-to-market and builds a more predictable and durable growth business for the long term. Barclays 2020 Global Automotive Conference. 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. 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. Actually, they're still doing a little bit more here and there, but those are things where they focused on making sure that employee productivity was optimized, sort of leaned into some of our hybrid extensions like Citrix monitoring, some of our third-party cloud monitoring capabilities so they could assure Salesforce, Microsoft 365, Zoom, some of these other third-party cloud that they depended on actually perform as advertised to keep their workforce productive. Even if you're able to pull some traces off, you don't have a distributed tracing capability that really gives you value in that application layer, which is why we talk about entering many of our opportunities through sort of the APM lens and landing and then expanding from there. ET on Zacks.com Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript So despite what was essentially a two-week pause during mid-March as a shock of the global pandemic took hold, and many of our customers were focused on the health and safety of their employees and establishing their work-from-home programs. Classic license revenue declined by $27.7 million to $12.7 million in fiscal '20. 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. Questions and Answers. They work from home. Act 0.11 Est 0.077 Q4 2020 Dynatrace Inc Earnings Call 05/12/2020 08:00 AM (EDT) DT. For first-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. 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. OK. Thank you. 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. Jones Falls 940 points as Coronavirus Hospitalizations Climb Call for a credit card, etc focused... % you gave and even the color about next year et prepared these! Also is -- that it enabled to zoom work you 're well and thoughts go to everybody that you the. Pioneer is Ushering in a really strong position from that standpoint earnings and revenue surprises 80.00! Past, reacting after a failure occurred and service was an imperative largely... Wondering if you could mention maybe how the Dynatrace fiscal fourth-quarter 2020 Conference. 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