Please go ahead. Some look to add the infrastructure piece and extend the infrastructure environment along with their full stack APM because they're thinking about laying down a broader cloud platform. Total revenue growth is being driven by the growth in subscription revenue, which was $487.8 million, an increase of 39% year over year and 42% in constant currency. And perhaps, could it help you even address your TAM faster than before? Returns as of 12/15/2020. And we've been reaccelerating it as we're building more and more confidence in this year and sort of the current uncertainty becomes a little bit less uncertain. View 10-K. Sign Up For Email Alerts. Dec 04, 2020. 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. Just you mentioned that new logos are up. ET Prepared … May 26, 2020. Heather Bellini with Goldman Sachs, your line is open. I would like to also quickly highlight our fiscal '21 expectations with respect to our Dynatrace net expansion rate. 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. Details. Deutsche Telekom (DT) CEO Timotheus Hoettges (pictured) ... During its earnings call, the executive added its T-Mobile US operation had more customers than AT&T following the unit’s big-money merger with Sprint, and was now pursuing the medium-term target to “oust Verizon from the top spot”. Webcast. 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. Heather Bellini -- Goldman Sachs -- Analyst. We experienced two headwinds to this number. Others look to the APM and extend it first with the digital experience piece because they want a complete view of the application stack from the outside in. 11:30 AM - 12:05 PM ET. Listen to "Q3 2020 Dynatrace Inc Earnings Call". Non-GAAP operating income for the year was $130 million with non-GAAP operating margin of 24%, up from 18% in fiscal '19, a very healthy year-over-year improvement, in line with our internal expectations. Act 0.18 Est 0.1 Q2 2021 Dynatrace, Inc. Earnings Conference call 10/28/2020 08:00 AM (EDT) DT. XBRL. Deutsche Telekom CEO Tim Hoettges is looking to close the valuation gap between T-Mobile US and its rivals, as the telco revels following a very positive earnings call. A couple of quick questions for me. Thank you. Dynatrace (DT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Hello, visitor. So they need either from the edge on in through all the virtual cloud layers to make sure that the performance and capability that they're expecting to deliver is actually delivered to that mobile device or IoT device, etc. Conference Call: N/A Trade View | ... 3 We do not currently have option data for DT . You can imagine with COVID and mandatory shelter-at-home, high-quality energy service was an imperative. It continues to be a strong part of our business. I'm glad everyone's doing well. Hello, visitor. You want to think maybe six to eight quarters, and that'll be wrapped up. But the bulk of our business is really focused on run-the-business applications that run in modern cloud environments, more and more that multi-cloud environment that I articulated, a combination of multiple public clouds with hybrid back ends. In the past, reacting after a failure occurred and service was already disrupted was not unusual. John Van Siclen -- Chief Executive Officer. Got you. Our infrastructure-only module is newer for us. Goldman Sachs 12th Annual Global Automotive Conference. 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. So generally, over half of our customers are signing three-year agreements with us. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. That's great. Call Participants. ZIP XLS HTML. Question on the infrastructure monitoring. Got you. 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. So I like our differentiation. Thanks for taking my questions. There was about one percentage point due to lower Classic perpetual bookings and about two percentage points due to higher DSO in Q4 resulting from macro environment uncertainty. 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. AT&T 2016 Annual Meeting of Stockholders. A look at earnings from the view of macro-economists and market technicians. The market expects Dynatrace (DT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2020. And then the other thing that really stood out to me, I think you noted 25 customers are now buying three or more of your products, which is great. With that as a backdrop, for the first quarter, we expect total revenue to be in the range of $148 million to $150 million, representing year-over-year adjusted currency growth of 24% to 25%. Thank you. Let me start with the new logos. Act 0.11 Est 0.077 Q4 2020 Dynatrace Inc Earnings Call 05/12/2020 08:00 AM (EDT) DT. Barbara Tuckfield-- Director of Investor … With me on the call today are John Van Siclen, chief executive officer; and Kevin Burns, chief financial officer. We continue to expand our value proposition in use cases, and our enterprise customers continue to expand their portfolio of cloud-based applications as they digitally transform their businesses. One of our banking customers recently saw a surge in mobile traffic as their customer base went to shelter-in-place. 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%. Ladies and gentlemen, thank you for standing by, and welcome to the Dynatrace fiscal fourth-quarter 2020 earnings conference call. DT earnings call for the period ending June 30, 2020. The reported $0.18 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.08. It's now maturing as we expand coverage for AWS, Azure and Google Cloud Platform services. Moving to the rest of the P&L. That's great. May 26, 2020 (Thomson StreetEvents) -- Edited Transcript of Dynatrace Inc earnings conference call or presentation Tuesday, May 12, 2020 at 12:00:00pm GMT . In the fourth quarter, we repriced our long-term debt-to-LIBOR plus 225 basis points, down 50 basis points. 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. Providing More Than Just Data. Dynatrace (DT) reports earnings on 1/27/2021. As I hope you can tell, we're bullish on the business, good Q4, a good start to Q1. We package differently than our competition. Or are you seeing any pressure or changes in the pricing environment, the competitive environment? It's where the business meets IT. Thursday, Jul 21, 2016 04:30 PM EST Date. You don't sell buy three products. I'd like to reinforce three points this morning: first, the success with which Dynatrace has responded to COVID-19 and what we are seeing across our customer base and market at large; second, as this marks our fourth earnings call and the end of our fiscal 2020, I'd like to update you on the tremendous progress we've made in both our customer conversion and subscription business model transitions; and third, as our platform becomes increasingly robust across all modules and automation and AI become critical success factors for dynamic multi-cloud observability, I'd like to update you on some of the platform advances we've recently made and the success of our cross-selling motion of emerging products. Our customer base is highly diversified, and we focus on the top 15,000 largest enterprises around the world. Most of it, Heather, in the next six quarters in terms of the long-term deferred writedown just wrapping up any quarter. 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. 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. Baird 2020 Global Industrial Conference. Certainly. We had a strong performance in Q4 and have been very pleased with the progress we have made over the last four quarters as a public company, including exceeding the high end of our quarterly and annual guidance. So there's no miss of a beat in a shift from sort of from office to work from home. Dynatrace Holdings LLC (NYSE:DT)Q4 2020 Earnings CallMay 12, 2020, 8:00 a.m. Dynatrace Holdings LLC (DT) Q1 2021 Earnings Call Transcript. We think this is prudent given current market conditions. Digital experience has been a popular module extension for us for a few years now, but recently, we have seen a surge in demand for mobile monitoring. Q3 2020 Bilibili Inc. Investor Presentation 3.6 MB. This will be an important growth area for us as we look ahead. People are really getting sort of the hang of how to manage these large complex Kubernetes-orchestrated environments. Interactive chart for DT201120C00046000 (DT201120C00046000) – analyse all of the data with a huge range of indicators. One way to cause a DT call is to day trade using profits. With that, we will open the call for questions. Sterling Auty with JP Morgan, your line is open. Bhavan Suri -- William Blair and Company -- Analyst. We've made the bold decisions, but reinventing APM was just a piece of the puzzle. Your line is open. Sentiment. Yes. Listen to on-demand earnings calls of Dynatrace Inc (DT) stock Earnings Webcast. 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. So we sold perpetual licenses two to three years ago is a pretty healthy split. Technicals. This said, we do estimate that approximately 15% to 20% of our ARR is with enterprise customers that we consider to be in industries that are facing headwinds due to the health pandemic, such as travel, hospitality, retail and automotive. They are, but I don't have all the cost for that. The company reported $0.18 earnings per share for the quarter, topping analysts' consensus estimates of $0.10 by $0.08. We’re helping Santa connect with kids across the country... 16 hours Deutsche Telekom AG. But the other one is starting to grow more and more often coming up off of sort of the good hygiene approach as customers get more familiar with the right models to expand cloud effectively. Receive updates straight into your inbox. Simply put, we have never been in a stronger position. They work from home. The operating segments being affected by this transition are Germany, Europe and GHS. Like people are understanding that you can deliver a lot more, so you will be kind of the secondary guy adopted as kind of people realize they actually need more. The last financial measure that I would like to discuss is our remaining performance obligation, which, at the end of the quarter, was approximately $860 million, an increase of 56% over Q4 of last year. In fiscal '21, we will continue to focus on the Dynatrace net expansion rate, but we will no longer exclude the impact from expansion at the time of conversion as we do not expect it to have a significant impact now that the Dynatrace platform is over 90% of our total business and growing. Share. Just want to try to understand how you think about that coming out of COVID, too. Sales organization, it's in action. Earnings Release. That's sort of the alternative that we see most often out there. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. Well, we see both dynamics. … Thank you very much. CMTX - Mon Nov 30, 4:00AM CST. 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. Dow Jones Rises As Nasdaq Hits All-Time High; IBD 50 Stock Breaks Out. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. [Operator instructions] Matt Hedberg with RBC Capital Markets, your line is open. Nov 12, 2020. 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. We closed a solid Q4, with ARR up 42% year on year and subscription and services revenue, up 37% year on year. AT&T Inc. (T) Stock Quotes - Nasdaq offers stock quotes & market activity data for US and global markets. 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. Hi, guys. So it's very consistent in that range, so nothing really to note plus or minus there. The cloud is driving the need to adopt much higher than some of the old Gartner stats have said, 25% to 30%. Overall, we believe our two-year model transition to a subscription business is now virtually complete. If we quickly break down these two growth drivers, during the quarter, we added 165 net new Dynatrace customers, ending the quarter with 2,373 Dynatrace customers. Let me summarize. From a customer standpoint, as John mentioned, our exposure to highly affected verticals such as travel, automotive and hospitality represent 15% to 20% of our ARR. 11:30 AM - 12:05 PM ET. Edited earnings call transcripts of Dynatrace Inc (DT) stock 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. You will find all information and documents here. Q2 2016 AT&T Inc. Earnings Conference Call. I mean, we're not really -- I know some folks out there may think we're a big deal company and everything's multimillion-dollar deal. Dec 04, 2020. You said April is off to a good start, but just love to understand what you're seeing in the top of the funnel in terms of what's driving some of those deals coming in today and sort of how do you think that plays out going forward, say, for the next two, three quarters, which is COVID-time-driven and post-COVID. I mean, I'm guessing more of the activity in terms of the uptake was more focused on the cloud versus on-prem. 12/09 15:24. With higher degrees of online mobile use likely to be a major outcome of the new normal, our early investments and outstanding functionality in digital experience, especially for mobile, should continue to pay off for us. Before we start, I'd like to draw your attention to the safe harbor statement included in today's press release. 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. Thanks, guys. Please refer to the cautionary language in today's press release and to our latest Form 10-Q, which is filed with the SEC on January 31, 2020, and our other SEC filings for a discussion of the risks and uncertainties that could cause actual results to differ materially from expectations. On November 12, 2020 Deutsche Telekom published its results for the third quarter 2020. Get More Whispers: Receive offers? FY '20 was a fantastic year. 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. Enter your email to recover your password.You will receive an email with instructions. So that's, I think, the first key thing. We continue to work closely with our customers to help them respond to their rapidly changing workloads and requirements, enabling faster innovation, easier collaboration and greater efficiency without wasted motion. Over the past month, the industry's leading analyst firm, Gartner, simultaneously released their annual APM Magic Quadrant and APM Critical Capabilities guide. After prepared remarks, we will open up the call for a question-and-answer session. This is Matt on for Sterling. 01:39PM : Stock Losses Top 3% As S&P 500, … For first-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. Hey, thanks, guys. 04:26PM : Dynatrace Earnings Triple; Cloud Software Maker's Stock Falls . 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. And one way to reconcile that with your guidance, there is extreme, extreme, extreme conservatism. 06:22PM : Why Dynatrace Stock Dropped Today. These world-class margins are a result of a highly reliable platform and autonomous SaaS operation. They don't have the application view, and the application teams need more visibility across sort of what's happening with these workloads in a dynamically orchestrated environment and realize that nothing really provides that. So we're not seeing a huge shift in sort of the characteristics. So we will always have some level of long-term deferred, but that's the time frame. Bei @MilkyChance i… 17 hours Deutsche Telekom AG. That's right. 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. It's much more around use cases or a series of use cases rather than little slices of tools. Thank you so much, Kevin and John. For the full year, ARR guidance is $680 million to $692 million, 19% to 21% growth. A couple of questions. AT&T 2016 Annual Meeting of Stockholders. Yes. 04:26PM : Dynatrace Earnings Triple; Cloud Software Maker's Stock Falls . Turning to the balance sheet. The majority of applications at our customers still like instrumentation. In the Critical Capabilities guide, our platform differentiation compared to competition is even more clear, with Dynatrace leading in five of six categories. Congrats on the results. Economic Cycle. ET. They're doing well. Our renewal rates are very healthy. Contents: Prepared Remarks. 04:21PM : Dow Jones Falls 940 Points As Coronavirus Hospitalizations Climb. During its earnings call, the executive added its T-Mobile US operation had more customers than AT&T following the unit’s big-money merger with Sprint, and was now pursuing the medium-term target to “oust Verizon from the top spot”. Now to our platform. Moving to revenue. Though early in the adoption ramp, we are very encouraged by the uptake of infrastructure only, now used by 29% of our customer base. With a modern SaaS platform and agile workforce, we transitioned to work from home almost overnight and did not miss a beat. We want to set the bar that we feel extremely comfortable with, and hopefully, we have a good sort of beat-and-raise strategy throughout the course of the year as our program evolves. Goldman Sachs 2020 … Reblog. News & Events News & Events. As we said before, nearly all these customers use Dynatrace for observing and optimizing cloud workloads. And I think it's a healthy place to land. The firm's platform utilizes artificial intelligence at its core and advanced automation to provide answers, not just data, about the performance of applications, the underlying hybrid cloud infrastructure, and the experience of the customers' users. 04/29/2016. Despite the AR cash tax headwinds, we believe we can increase unlevered free cash flow as a percent of revenue from 27% last year to a range of 29% to 30%, which is $180 million to $190 million. The business had revenue of $168.60 million for the quarter, compared to the consensus estimate of $160.76 million. Yes. Download, follow and add "DYNATRACE, INC." earnings calls to your podcast at EarningsCast. So our customers who get to know us and why we expand, as well as we do on our base understand that we're sort of the value leader even if they pay a little bit more for the combination of unified software we provide. Dynatrace DT is set to report second-quarter fiscal 2021 results on Oct 28. Profit of $10,000. Dynatrace (NYSE:DT) Earnings Information Dynatrace last posted its quarterly earnings data on October 28th, 2020. Whether they deploy our platform, have us host it or whether they host it behind their firewall, it's still the same SaaS platform, exactly the same code. Bhavan Suri with William Blair & Company, your line is open. Q2 2019 Earnings Call Jul 24, 2019, 9:00 a.m. Thank you so much. We think it's the right place to be at as an enterprise-focused company, focused on the global 15,000. There are certainly a lot of positives that we've seen throughout the course of fiscal '20 and leading indicators into the first quarter of '21. Before I start, I would like to express my sympathy to all those who have been impacted by this health crisis. a month ago seekingalpha.com DT. And we intend to stay there”. Thank you, operator. Hey, thank you. So when you look out over 12 to 18 months, that should be a much smaller number than where we just ended? Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. 10:00 AM - 10:45 AM ET . And I guess, the premium offering with sort of the price point, it's not a viral sale. Nov 12, 2020. Thomson Reuters StreetEvents. 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. 29 Dynatrace's (DT) CEO John Van Siclen on Q4 2020 Results - Earnings Call Transcript Tue, May 12 For second-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. … Most important for our shareholders is that we continue to show a financial profile that we believe is durable and unique, including meaningful scale, strong growth, healthy profitability, and cash flow. Our cross-selling muscles are getting stronger. The Motley Fool - HRB earnings call for the period ending September 30, 2020. And our infrastructure-only module includes log monitoring, network monitoring and AI ops, also fully unified. Sign in or Sign up. Barclays 2020 Global Automotive Conference. Raimo Lenschow with Barclays, your line is open. View all reports. Details. Baird 2020 Global Industrial Conference. Shares of Dynatrace (NYSE:DT) rose 0.4% in pre-market trading after the company reported Q2 results. Read or listen to the conference call. Hi, guys. It is prudent to expect that new demand from these industries will be impacted somewhat in the near term. So based on your comments, should we expect -- I think it went from 80 to 60 off the top of my head, but should we expect that pace to continue? Details. Appreciate the time this morning. Quarterly Results. Frontier Communications Corporation Q3 2020 Earnings Conference, CooTek (Cayman) Inc Q3 2020 Earnings Conference, Quanex Building Products Corporation Q4 2020 Earnings Conference, Johnson Outdoors Inc. Q4 2020 Earnings Conference, Construction Partners, Inc. Q4 2020 Earnings Conference. RT @MagentaMusik360: Bei Konzerten ist eine perfekt abgestimmte Lichtshow mindestens genau so essentiell, wie die Musik. Details. Great. So how do you see that playing out? 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