Dynatrace Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
Welcome, everybody, and thank you for joining us. I'm [Marty Vouin]. This is [ Jane Patel ]. We are the JPMorgan equity research team covering enterprise software. And it's a great pleasure to be here with Rick McConnell, CEO; Jim Benson, CFO; and Dan Zugelder, CRO of Dynatrace.
Rick, Jim Dan, really appreciate you guys coming back to TMC.
Questions & Answers
We'll start off on a good note. You guys finished fiscal 2026 surpassing $2 billion in ARR, fourth consecutive quarter of 16% ARR growth and a fiscal '27 guide that bakes in net new ARR acceleration. So it's been a banner year for you guys. But then just to start off, why don't you guys give a quick introduction and just let us know what Dynatrace is solving for the world's enterprises today and how that's evolving in the AI world?
Sure. DynaTrace is in the $75 billion plus observability space. Observability is targeted at enabling
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