Overview

• Dynatrace reported adjusted Q4 earnings of $0.33 per share and $445 million in revenue, exceeding analyst estimates of $0.30 per share and $434.7 million in revenue.
• Subscription annual recurring revenue (ARR) grew 15% year-over-year to $1.734 billion, surpassing expectations of $1.710 billion.
• Fiscal 2026 guidance projects earnings per share of $1.56–$1.59 and revenue of $1.957 billion at the midpoint, both above Wall Street forecasts.
• Dynatrace shares rose 1.8% in morning trading following the earnings announcement, reflecting investor confidence in the company's performance and outlook.
• Operating in the competitive observability market, Dynatrace continues to grow its SaaS model, competing with peers like Datadog to capture enterprise cloud monitoring demand.