Download, follow and add "DYNATRACE, INC." earnings calls to your podcast at EarningsCast. They chose Dynatrace because of simplicity, advanced automation and rapid time to value. 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. Thank you. Well, first of all, you need to understand that our sales organization, for the most part, works remotely anyway. Moving to revenue. PDF HTML. After prepared remarks, we will open up the call for a question-and-answer session. Turning to a quick summary of the financial results for the full year. … 12/10 08:56. We continue to believe that there's a large opportunity for further expansion in our existing customer base. And our platform is a SaaS platform, so that anything you can do sort of on site, you can do remotely. 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. 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%. We will be even more focused. So we include multiple things. Turning to the balance sheet. Thank you so much, Kevin and John. Motley Fool-11.47%. Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript Oct. 28, 2020 at 1:16 p.m. 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. So there's no miss of a beat in a shift from sort of from office to work from home. 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. The company earned $168.60 million during the quarter, compared to analyst estimates of $160.76 million. Matt, appreciate the question. 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. 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. Dynatrace Holdings LLC (DT) Q1 2021 Earnings Call Transcript. 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. Part of this is that we have made it easier than ever to instrument native mobile applications. 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, operator. Q3 2020 Bilibili Inc. Investor Presentation 3.6 MB. At this time, I would like to turn the conference over to Barbara Tuckfield. 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. Yes. Using Dynatrace on Dynatrace is a unique advantage for us. Motley Fool Transcribing (MFTranscribing) Jul 30, 2020 at 12:04AM Image source: The Motley Fool. Let's conquer your financial goals together...faster. Webcast. 01:39PM : Stock Losses Top 3% As S&P 500, … The cloud is driving the need to adopt much higher than some of the old Gartner stats have said, 25% to 30%. See you at the top! Edited earnings call transcripts of Dynatrace Inc (DT) stock Price/Earnings: Latest closing price divided by the earnings-per-share based on the trailing 12 months. Details. For example, we did a sizable expansion deal in Italy in late March. We are extremely pleased with the success of our conversion program. Second, we expect a little over two points of currency headwind to continue throughout the year. Download the investor presentation - earnings call slides. Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. Edited Transcript of DT.N earnings conference call or presentation 12-May-20 12:00pm GMT. That's a low point, and hopefully, throughout the course of the year, we will maintain a much healthier net expansion rate. It feels like infrastructure, multi-cloud is interesting, but the math piece to me seems really interesting, as well as some of the AI-related pieces. Questions and Answers. One way to cause a DT call is to day trade using profits. XBRL. I'd love to understand if there was any impact there at all. Got you. Investor's Business Daily. Shifting now to our progress converting our customer base and transitioning our business model. Thanks. Dec 04, 2020. As John highlighted earlier and we noted in our earnings release today, we have achieved eight quarters at or above 120%. With a modern SaaS platform and agile workforce, we transitioned to work from home almost overnight and did not miss a beat. All right. Nov 2020. Q3 2020 Bilibili Inc. Earnings Transcript 245.6 KB. XBRL. 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. Yahoo. I think one final thing is that Dynatrace net expansion rate had a couple of carve-outs in it. 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. Before I start, I would like to express my sympathy to all those who have been impacted by this health crisis. Listen to "Q3 2020 Dynatrace Inc Earnings Call". Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. Get the latest Dynatrace Holdings earnings report, revenues as well as upcoming DT earnings dates, historical financial reports, news, analysis & more. To achieve this separation requires a radically different approach to the challenges in modern cloud observability. People are really getting sort of the hang of how to manage these large complex Kubernetes-orchestrated environments. Nov 19, 2020. Other companies have to sell three or four products to do what we do in one. Motley Fool. Please be advised that today's conference is being … 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. Act 0.11 Est 0.077 Q4 2020 Dynatrace Inc Earnings Call 05/12/2020 08:00 AM (EDT) DT. But anecdotally, yes. This compares to earnings of … Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. 12/09 15:24. ET. Yahoo. The majority of applications at our customers still like instrumentation. Q3 2020 Earnings Call Presentation. However, based on the current revenue guidance, we anticipate we would experience a modest decline in our net expansion rates throughout fiscal '21, resulting in a net expansion rate above 115% for the year. Moving to the rest of the P&L. Was that a tick-down at all from what you saw in the prior quarter? But please keep in mind that our payment terms are annual in advance, so that does not necessarily -- that does not impact our long-term deferred. The remaining 8% of our ARR relates to our Classic offering. [Operator instructions] Please be advised that today's conference is being recorded. And we also have strength in surging markets such as healthcare, e-learning, communications and government. The company reported $0.18 earnings per share for the quarter, topping analysts' consensus estimates of $0.10 by $0.08. For the quarter, Classic license revenue declined to $2.3 million and represented less than 2% of our quarterly 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. Thank you. DHT Holdings, Inc.: Announces conversion of all of its outstanding 4.5% Convertible Senior Notes due 2021 And as we're burning that down, that's going to have an impact on our long-term deferred. From a customer standpoint, we are pleased that our net retention rate remains robust in this environment. News & Events News & Events. The company reported $0.18 earnings per share for the quarter, topping the Thomson Reuters’ consensus estimate of $0.10 by $0.08. These clouds may be public. You've resumed it. Dynatrace (DT) delivered earnings and revenue surprises of 80.00% and 4.95%, respectively, for the quarter ended September 2020. Thank you. RT @MagentaMusik360: Bei Konzerten ist eine perfekt abgestimmte Lichtshow mindestens genau so essentiell, wie die Musik. Share. Dow Jones Rises As Nasdaq Hits All-Time High; IBD 50 Stock Breaks Out. During this call, we'll make statements related to our business that may be considered forward-looking within the meaning of Section 27A of the Securities Exchange Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended. Total revenue for the fourth quarter was $150.6 million, $2.6 million above the high end of our guidance, an increase of 30% on a year-over-year basis and 31% in constant currency. The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. PDF HTML. 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. Read or listen to the conference call. The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. Can you talk about sales hiring and how we should think about sales capacity build in fiscal '21 and how that any slowing in hiring is impacting the growth rate you're looking for in '21 and then sort of what you're looking for, specifically in sales, in order to reaccelerate the hiring? 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. 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. I am very pleased our customers have chosen to modernize with us, and it's exciting to know that we are now part of their current and future digital transformation initiatives. Of schedule do sort of like part of the extension opportunities in our earnings release today, Michael Investor... Complexity and accelerate digital transformation ; solid quarter and fiscal-year highlights and then to! Opportunities in our fiscal '21 expectations with respect to our Dynatrace net expansion.... 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