Q2 2026 Dynatrace Inc Earnings Call Transcript

Nov 5, 2025 / 01:00 PM GMT

Release Date Price: $47.39 (-4.51%)

Transcript 10-Q8-K

Key Points

Positve

Dynatrace Inc (DT) exceeded its guidance across every metric, with ARR growing by 16% and subscription revenue by 17%.
The company reported a pre-tax free cash flow of 32% of revenue on a trailing twelve-month basis.
Dynatrace Inc (DT) raised its ARR revenue and operating income outlook for the full year, indicating strong confidence in future performance.
The company has seen significant growth in its logs business, which is rapidly approaching $100 million in annualized consumption, growing over 100% year over year.
Strategic partnerships, such as the collaboration with ServiceNow, are enhancing Dynatrace Inc (DT)'s capabilities in autonomous IT operations and intelligent automation.

Negative

The net retention rate (NRR) remained stable at 111%, which some analysts perceive as lagging despite other favorable business metrics.
The company faces timing variability and longer durations to close larger, more strategic tool consolidation opportunities.
There is a noted headwind to revenue growth rates in the third and fourth quarters due to revisions in estimated revenue treatment.
The geopolitical environment, particularly in Asia, remains dynamic, which could impact future performance.
Despite strong performance, Dynatrace Inc (DT) has built prudence into its second-half outlook due to the variability in closing large deals.

Refinitiv StreetEvents Event Transcript
P R E L I M I N A R Y V E R S I O N

DT.N - Dynatrace Inc
Q2 2026 Dynatrace Inc Earnings Call
Nov 05, 2025 / 01:00PM GMT

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THIS TRANSCRIPT IS THE INITIAL PRELIMINARY VERSION WHICH LEVERAGES MACHINE LEARNING TECHNOLOGY. AS SUCH, PLEASE BE AWARE THERE MAY BE INACCURACIES IN THE TEXT DISPLAYED. FUTURE EDITED VERSIONS WILL BE REVIEWED FOR GREATER ACCURACY.

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Greetings. Welcome to Dina Trace Fiscal second quarter 2026 earnings call.

This time up to Spencer and listen all mode. The

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