$DT

Dynatrace, Inc.

12
2
0

No SEC Form 4 filings for $DT in the last 30 days.

High

Dynatrace Q1 Earnings Call Highlights

Dynatrace (NYSE:DT) reported $309 million in adjusted free cash flow in Q1 and said it changed its FCF definition to exclude certain non-recurring cash expenses. It added 122 new customer logos, with average land size near $285,000 and net retention around 110% (trailing 12 months). Log management grew over 100% to nearly $200 million annualized consumption. Management maintained FY ARR growth outlook (15.5% to 16.5%), raised FY27 revenue growth, and guided non-GAAP EPS to $1.97 to $1.99.

Dynatrace, Inc. Q1 2027 Earnings Call Summary

Dynatrace reported Q1 2027 results on an earnings call, citing 66% net new ARR growth, driven by go-to-market changes and record new logo growth. Log management consumption neared a $200M annualized run rate. Management reiterated high-conviction FY27 ARR acceleration, citing a $14M FX ARR headwind and $4M revenue headwind, plus a $275M Q1 share repurchase. CFO Jim Benson plans to retire by fiscal year-end.

DT sentiment & insider activity

Over the past 7 days, alphai's AI scored 14 news stories mentioning DT (Dynatrace, Inc.). Coverage has skewed bullish: 12 bullish, 2 neutral, and 0 bearish.

Recent DT coverage spans earnings, financial news and macro economy.

What's driving DT

  • Raised FY27 growth outlook and detailed AI and logs momentum, with higher EPS guidance and continued ARR growth range.

    yahoo.com · Aug 8, 2026

  • The call reinforces an AI-observability growth narrative and provides specific 2027 headwinds and renewal timing, which can shift near-term expectations for ARR trajectory and NRR cadence.

    yahoo.com · Aug 7, 2026

  • Analyst target increase may support near-term sentiment, but Equalweight implies limited conviction versus peers.

    marketscreener.com · Aug 6, 2026

  • DT’s upside reaction is supported by both earnings beats and a fiscal 2027 EPS outlook that tops consensus.

    benzinga.com · Aug 5, 2026

  • Strong Q1 ARR and profitability metrics plus raised guidance suggest upside to forward growth expectations, but FX headwinds are explicitly quantified.

    investing.com · Aug 5, 2026

alphai scores every news story that mentions DT with an AI model for sentiment and relevance, and aggregates insider trades from Dynatrace, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $DT

Score
$DTHighAI 9/10

Dynatrace Q1 Earnings Call Highlights

Dynatrace (NYSE:DT) reported $309 million in adjusted free cash flow in Q1 and said it changed its FCF definition to exclude certain non-recurring cash expenses. It added 122 new customer logos, with average land size near $285,000 and net retention around 110% (trailing 12 months). Log management grew over 100% to nearly $200 million annualized consumption. Management maintained FY ARR growth outlook (15.5% to 16.5%), raised FY27 revenue growth, and guided non-GAAP EPS to $1.97 to $1.99.

$DTMed

Dynatrace, Inc. Q1 2027 Earnings Call Summary

Dynatrace reported Q1 2027 results on an earnings call, citing 66% net new ARR growth, driven by go-to-market changes and record new logo growth. Log management consumption neared a $200M annualized run rate. Management reiterated high-conviction FY27 ARR acceleration, citing a $14M FX ARR headwind and $4M revenue headwind, plus a $275M Q1 share repurchase. CFO Jim Benson plans to retire by fiscal year-end.

Shopify surges, AMD slides premarket as earnings disappoint

U.S. stock index futures rose slightly as Strait of Hormuz reopening talks were seen as progressing. Shopify shares jumped 26% after Q2 revenue of $3.58B beat $3.45B, with EPS $0.42 and gross merchandise volume up 32%. AMD shares fell 8.8% on a weaker revenue outlook. SpaceX said it will use Nvidia chips, pressuring AMD and wireless peers.

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DT — Dynatrace news & insider trades | alphai