(DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. Quarterly Results. Got you. That's our primary. And as we're burning that down, that's going to have an impact on our long-term deferred. 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. And more and more look to multiple DevOps teams utilizing the latest cloud-native techniques to rapidly build, deploy and manage applications and workloads at scale. Nov 2020. Dynatrace, Inc. (NYSE:DT) announced its earnings results on Wednesday, October, 28th. 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. And that environment continues to be more prevalent and accelerate. Shares of Dynatrace (NYSE:DT) rose 0.4% in pre-market trading after the company reported Q2 results. Jul 29, 2020 8:00 am EDT. 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. It's now maturing as we expand coverage for AWS, Azure and Google Cloud Platform services. Listen to on-demand earnings calls of Dynatrace Inc (DT) stock OK. And then one quick one, sort of on the competitive environment and, really, around pricing. Thank you very much, everyone. a month ago seekingalpha.com DT. 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. Thank you so much, guys, for taking the question. The company earned $168.60 million during the quarter, compared to analyst estimates of $160.76 million. 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. Our main objective during this time has been to support our employees, as well as our customers and their mission-critical applications. The operating segments being affected by this transition are Germany, Europe and GHS. We're going to continue to run a balanced business, which Kevin and I stay focused on and growth profit and scale, and we're excited about the future. 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. Q3 FY20 Earnings Conference Call August 4, 2020 Page 7 We see this as an opportunity to bring this incredible film to a broad audience currently unable to go to movie theaters, while also further enhancing the value and attractiveness of a Disney+ subscription with this great content. Our key financial metric focused on business momentum is annual recurring revenue. And we also have strength in surging markets such as healthcare, e-learning, communications and government. 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. This energy company wanted to assure continuous, high-quality service throughout the country, and if issues arose, proactively addressed them before service was impacted. If you look at our total company expansion rate over the last four quarters, it's been higher than the Dynatrace net expansion rate because we are, again, backing out some expansion at time of conversion. 10-Q Filing. In other words, are new customers now landing with higher cadence of new products than, let's say, a year ago? Q3 2020 Earnings Call Presentation. Q3 2020 Earnings Call Presentation. Just want to try to understand how you think about that coming out of COVID, too. Returns as of 12/15/2020. Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. Unlike alternatives that only place metrics on dashboards, our unique platform capabilities like AI assistance and automation at scale strengthen this module significantly. 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. Yahoo. See you at the top! A couple of questions. The second thing is, as I mentioned, we package our product differently, Bhavan. With me on the call today are John Van Siclen, chief executive officer; and Kevin Burns, chief financial officer. Turning to a quick summary of the financial results for the full year. Same thing with infrastructure-only. 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. ET on Zacks.com Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript So I like our differentiation. Second, we expect a little over two points of currency headwind to continue throughout the year. Nov 19, 2020. Dynatrace (DT) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.10 per share. Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript SA Transcripts Wed, Oct. 28 3 Comments Dynatrace, Inc. SEC Filing - Quarterly Report (10-Q) October 28, 2020 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. The strong majority of our ARR, roughly 80% to 85%, is outside of industries more challenged by COVID-19. John talked about a lot of the extension opportunities in our customer base. One, just on the top of the funnel, I know you've talked about the exposure to some of the affected industries and some of your expectations around sales, hiring ramp. 12/11 11:40. Back to DT Overview *The upcoming earnings date is derived from an algorithm based on a company's historical reporting dates. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. Stock Advisor launched in February of 2002. Profit of $10,000. Matt, appreciate the question. Example. 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. 10:00 AM - 10:45 AM ET . We're seeing customers in the 50%, 60% range where they run the business applications and associated workloads around it. 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. In addition to a steady flow of new logos, our Dynatrace net expansion rate remained at or above the 120% threshold for the eighth consecutive quarter. And then thank you for the commentary on NER, the 123% you gave and even the color about next year. 04/29/2016. We now have 92% of our ARR on the Dynatrace platform, with only 8% left on our Classic product set. Before we start, I'd like to draw your attention to the safe harbor statement included in today's press release. For first-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. 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. I was wondering if you could mention maybe how the size of the new land may be being impacted. So coming out of this sort of COVID-19 sort of situation and into a new normal, I really do believe that our automation and AI will become sort of primary drivers for differentiation rather than sort of interesting, nice-to-have kinds of characteristics the way they might be in certain sales cycles that we've had in the past. Finally, with respect to cash and working capital, we believe it is prudent to expect that some customers may request modified billing terms, which does not impact revenue but would serve as a headwind to our unlevered free cash flow throughout the year. 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%. To achieve this separation requires a radically different approach to the challenges in modern cloud observability. Dynatrace had a net margin of 12.75% and a return on equity of 10.69%. a month ago finance.yahoo.com DT. 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. We think this is prudent given current market conditions. 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. Not only were we essential to assuring the rapid shift to work from home was successful for our customers around the world, we also provided essential situational awareness to ensure business continuity of run-the-business applications, services and workloads for banks, healthcare companies, logistics companies, government portals and more. For second-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. CTG or DT: Which Is the Better Value Stock Right Now? And I highlighted as well, some of the things that when we think about '21 that are important, i.e., we have 80% coverage on our guide number from a subscription standpoint and backlog/RPO. Just you mentioned that new logos are up. Yahoo. They work from home. Question on the infrastructure monitoring. Thanks for taking the questions. Over the last 12 months, about 60% of our Dynatrace customer count growth has been the result of new logos to the company. What you're actually seeing is the burn-down of the perpetual licenses that we've sold primarily sort of two years ago and a little bit last fiscal year. Download, follow and add "DYNATRACE, INC." earnings calls to your podcast at EarningsCast. Just to understand like how that momentum is playing out there. Do you think logically there might be an acceleration in the business? The pandemic requires change and adaptation, and we are no exception. This was 44% growth on a constant-currency basis. 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? Manu-facturing. 10:00 AM - 10:45 AM ET . 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. Our Dynatrace ARR per customer continues to trend up and is over $220,000. Q2 2019 Earnings Call Jul 24, 2019, 9:00 a.m. We see the dynamic when we come in when workloads start hitting the cloud in volume, and the customer understands that all they have is an infrastructure view. In the Critical Capabilities guide, our platform differentiation compared to competition is even more clear, with Dynatrace leading in five of six categories. As we said before, nearly all these customers use Dynatrace for observing and optimizing cloud workloads. … Heather, on the Dynatrace net expansion rate, it was a modest decline from the prior quarter, less than 1% from prior quarter, so relatively flat Q3 to Q4. Yes. ZIP XLS HTML. Congrats on the quarter. Toronto Dominion Bank (TD) reports earnings on 3/4/2021. Add to calendar. I'm looking at your forward-looking trends. Bhavan, thank you. This quarterly report represents an earnings surprise of 30%. During fiscal '20, we consistently decreased our leverage ratio, which ended the fiscal year at 2.1 times our trailing 12-month adjusted EBITDA of about $140 million. 04:21PM : Dow Jones Falls 940 Points As Coronavirus Hospitalizations Climb. Add to calendar. We are where we hoped, ahead of schedule. Motley Fool. Simply put, we have never been in a stronger position. Our transition from a classic license business to a subscription business is virtually complete, and we've done this while increasing gross margin to 83% overall and 88% for subscription. Please be advised that today's conference is being … But just wondering, was the 123% -- and I know this is the first time you've actually given the exact number. The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. Hey, thank you. Since late January, when we last broadcasted the Dynatrace earnings call, the COVID-19 pandemic has dramatically impacted families, communities and businesses around the world in a way that we never thought possible. 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 is down over one turn in eight months from our post-IPO leverage ratio of 3.3 times EBITDA. Turning to the balance sheet. With a modern SaaS platform and agile workforce, we transitioned to work from home almost overnight and did not miss a beat. Goldman Sachs 12th Annual Global Automotive Conference. So first, all of our customers or nearly every one of them is focused on cloud and cloud workloads. PDF HTML. 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. So we're not seeing a huge shift in sort of the characteristics. 10-Q Filing. 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. It continues to be a strong part of our business. Contents: Prepared Remarks. We will drive more value, and we will remain resilient and durable. In Q4, we announced expanded capabilities for both our infrastructure-only module and our digital experience module. This compares to earnings of … For the quarter, Classic license revenue declined to $2.3 million and represented less than 2% of our quarterly revenue. The company had revenue of $168.60 million for the quarter, compared to analysts’ … Goldman Sachs 2020 … Well, so many companies are still in that 5% to 10% of their application range. Webcast. Act 0.18 Est 0.1 Q2 2021 Dynatrace, Inc. Earnings Conference call 10/28/2020 08:00 AM (EDT) DT. 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. They understand how difficult and challenging they are. Though a few of our end markets may face greater near-term headwinds, we've been very encouraged by overall business trends during April. 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. This led to a non-GAAP operating margin of 24%, up from 22% in the fourth quarter of '19. Dynatrace (DT - Free Report) is set to report first-quarter fiscal 2021 results on Jul 29. This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021. Details. Thanks, guys. They said COVID has done more to train their customer base on the power and ease of home banking that any campaign they ever ran. Dynatrace (DT - Free Report) is set to report first-quarter fiscal 2021 results on Jul 29. With that, we will open the call for questions. As a onetime guidance disclosure, we believe subscription revenue will be in the range of $591 million to $601 million, which is 21% to 23% growth and 23% to 25% growth on a currency-adjusted basis. ET. But anecdotally, yes. 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. Dynatrace (DT) reports earnings on 1/27/2021. 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. Most of it, Heather, in the next six quarters in terms of the long-term deferred writedown just wrapping up any quarter. The Dynatrace platform continues to increase as a percent of total ARR and was approximately $528 million at the end of March or 92% of our total ARR. Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript Oct. 28, 2020 at 1:16 p.m. Thank you, operator. We made tremendous progress this past year converting our base to the new Dynatrace platform and completing our transition away from our classic license business. Reblog. Prepared Remarks: Operator. We think it's the right place to be at as an enterprise-focused company, focused on the global 15,000. 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. And then we entered earlier even before the volume of workloads have been placed on their cloud environment. XBRL. We're very pleased with our customers expanding their footprint and use cases, and as John was talking about earlier, more modules over time as well. Economic Cycle. PDF HTML Audio Earnings Webcast. Dynatrace 2Q21 Earnings Conference Call. It includes network monitoring because that's what you need to solve the full infrastructure challenge. Call Participants. ET. You've resumed it. Thank you. I mean, you take a look at our landing zone, which is in that $90,000 to $100,000 range, and then you look at our average ARR per customer, which is now a little over $220,000, there's a lot of room to continue growing that average ARR per customer for $1 million ARR per customer, which we believe any Global 15,000 company or any billion-dollar company would be willing to invest to ensure that their applications that run the business applications run flawlessly all the time. Total revenue was $545.8 million, up 27% year over year and up 29% in constant currency. Add to calendar. These world-class margins are a result of a highly reliable platform and autonomous SaaS operation. Good day. 29 Dynatrace's (DT) CEO John Van Siclen on Q4 2020 Results - Earnings Call Transcript Tue, May 12 With this combination of complexity, dynamism and frequency of change, only an automatic AI-assisted observability platform that can handle the most complex public and hybrid environments will work. We experienced two headwinds to this number. Earnings Release. And we intend to stay there”. However, at the same time, within these industries, we are typically working with some of the largest and financially healthy companies, and our solution is near the top of their priority list. They chose Dynatrace because of simplicity, advanced automation and rapid time to value. And welcome to the Q2 2019 Earnings Conference Call. And overall, our approach is we want to be very prudent. Thanks, guys, for taking the questions. We do. We're very optimistic about the opportunity. Now to our platform. As a result, from a P&L standpoint, you should expect to see higher operating income in the first part of the year and then normalizing out as we go into the back half. Baird 2020 Global Industrial Conference. Since late January, when we last broadcasted the Dynatrace earnings call, the COVID-19 … Based on the current guidance, we expect services revenue to be down on a year-over-year basis in the 10% range given that we have moved almost all of our customers to the Dynatrace platform where the product is automated and needs let services combined with our SI partners doing more services work. Over the past month, the industry's leading analyst firm, Gartner, simultaneously released their annual APM Magic Quadrant and APM Critical Capabilities guide. And I guess, the premium offering with sort of the price point, it's not a viral sale. Tweet. Calendar; Top-down. As I hope you can tell, we're bullish on the business, good Q4, a good start to Q1. Edited earnings call transcripts of Dynatrace Inc (DT) stock Q2 2016 AT&T Inc. Earnings Conference Call. Webcast. Download (pdf, 115.3 KB) Download (xlsx, 78.8 KB) Financial results second quarter 2020. The company reported $0.18 earnings per share for the quarter, topping analysts' consensus estimates of $0.10 by $0.08. 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. Our banking customers recently saw a surge in mobile traffic as their customer base industries more challenged COVID-19! 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