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Dynatrace Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.440 |
| EPS Surprise | 7.32% |
| Revenue estimate | 505.279M |
| Revenue actual | 493.849M |
| Revenue Surprise | -2.26% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.376 |
| EPS actual | $0.420 |
| EPS Surprise | 11.76% |
| Revenue estimate | 467.529M |
| Revenue actual | 477.349M |
| Revenue Surprise | 2.10% |
| Release date | May 14, 2025 |
| EPS estimate | $0.303 |
| EPS actual | $0.330 |
| EPS Surprise | 9.02% |
| Revenue estimate | 434.764M |
| Revenue actual | 445.165M |
| Revenue Surprise | 2.39% |
| Release date | Jan 30, 2025 |
| EPS estimate | $0.330 |
| EPS actual | $0.370 |
| EPS Surprise | 12.12% |
| Revenue estimate | 435.256M |
| Revenue actual | 436.169M |
| Revenue Surprise | 0.210% |
Last 4 Quarters for Dynatrace
Below you can see how DT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 30, 2025 |
| Price on release | $57.77 |
| EPS estimate | $0.330 |
| EPS actual | $0.370 |
| EPS surprise | 12.12% |
| Date | Price |
|---|---|
| Jan 24, 2025 | $55.64 |
| Jan 27, 2025 | $56.47 |
| Jan 28, 2025 | $57.94 |
| Jan 29, 2025 | $57.35 |
| Jan 30, 2025 | $57.77 |
| Jan 31, 2025 | $57.75 |
| Feb 03, 2025 | $58.90 |
| Feb 04, 2025 | $59.30 |
| Feb 05, 2025 | $60.43 |
| 4 days before | 3.83% |
| 4 days after | 4.60% |
| On release day | -0.0346% |
| Change in period | 8.61% |
| Release date | May 14, 2025 |
| Price on release | $53.50 |
| EPS estimate | $0.303 |
| EPS actual | $0.330 |
| EPS surprise | 9.02% |
| Date | Price |
|---|---|
| May 08, 2025 | $48.55 |
| May 09, 2025 | $48.66 |
| May 12, 2025 | $50.48 |
| May 13, 2025 | $50.54 |
| May 14, 2025 | $53.50 |
| May 15, 2025 | $53.03 |
| May 16, 2025 | $53.37 |
| May 19, 2025 | $53.26 |
| May 20, 2025 | $53.25 |
| 4 days before | 10.20% |
| 4 days after | -0.467% |
| On release day | -0.88% |
| Change in period | 9.68% |
| Release date | Aug 06, 2025 |
| Price on release | $50.53 |
| EPS estimate | $0.376 |
| EPS actual | $0.420 |
| EPS surprise | 11.76% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $52.61 |
| Aug 01, 2025 | $50.51 |
| Aug 04, 2025 | $51.61 |
| Aug 05, 2025 | $50.53 |
| Aug 06, 2025 | $50.53 |
| Aug 07, 2025 | $46.87 |
| Aug 08, 2025 | $46.24 |
| Aug 11, 2025 | $46.04 |
| Aug 12, 2025 | $46.74 |
| 4 days before | -3.95% |
| 4 days after | -7.50% |
| On release day | -7.24% |
| Change in period | -11.16% |
| Release date | Nov 05, 2025 |
| Price on release | $47.39 |
| EPS estimate | $0.410 |
| EPS actual | $0.440 |
| EPS surprise | 7.32% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $48.62 |
| Oct 31, 2025 | $50.57 |
| Nov 03, 2025 | $50.48 |
| Nov 04, 2025 | $49.63 |
| Nov 05, 2025 | $47.39 |
| Nov 06, 2025 | $46.06 |
| Nov 07, 2025 | $47.22 |
| Nov 10, 2025 | $46.67 |
| Nov 11, 2025 | $46.82 |
| 4 days before | -2.53% |
| 4 days after | -1.20% |
| On release day | -2.81% |
| Change in period | -3.70% |
Dynatrace Earnings Call Transcript Summary of Q3 2025
Key points for investors: Dynatrace reported a strong Q3 FY2025 with ARR of $1.65B (up 18% YoY), subscription revenue up 21% YoY, and trailing-12-month free cash flow margin of 25%. The company beat guidance across top-line and profitability metrics and raised full-year guidance: ARR now guided to $1.705B–$1.715B (16.0%–16.5% growth), total revenue to $1.686B–$1.691B (~19% growth), and subscription revenue to $1.609B–$1.614B (~20% growth). Non-GAAP operating margin and EPS guidance were also raised, and free cash flow guidance increased to $415M–$420M. Strategic highlights: strong momentum for AI-powered observability (Grail data store + AIOps capabilities), growing traction in log management (1,000+ customers; >50% of new logos using logs at initial deployment), and adoption of the DPS (Dynatrace Platform Subscription) licensing model — ~1,500 DPS customers (~35% of base, ~55% of ARR) with DPS customers consuming at roughly 2x the rate of legacy-license customers. On-demand consumption (ODC) tied to DPS is an emerging revenue dynamic: $7M of ODC in Q3 ($12M YTD), which boosted subscription revenue (≈150bps of subscription revenue growth in Q3) but is not captured in ARR/NRR until converted to contractually committed revenue. Other items: 193 new logos in Q3 with avg ARR per new logo >$140K (trailing 12 months); notable large deals across financial services, retail, automotive, and semiconductor customers; partner-originated deals increased (over half of new logos in Q3 were partner originated); share repurchase activity ($130M repurchased YTD); completed IP transfer to Swiss subsidiary that produced a non-cash $321M GAAP tax benefit (no impact to non-GAAP) and is expected to lower cash taxes in FY2026; and FX headwinds (US dollar strength) expected to reduce ARR by ~$38M and revenue by ~$17M. Management cautioned about variability from large strategic deal timing, seasonality in ODC, and the need to evaluate both ARR and subscription revenue (including ODC) to assess underlying business health.
