Dynatrace, Inc. (DT) SEC Filings & Earnings Calls
EquiReason read 24 Dynatrace, Inc. SEC filings in the last 12 months. Latest: SC 13D/A on 2026-09-25 — Pictet Asset Management SA filed a Schedule 13D/A disclosing a 4.95% stake in Dynatrace, Inc., with active engagement but no control intent..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 18.5B
- P/E TTM
- 128.1
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 3 Nov, in 9 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
25 Sep 20268-K · 1.01, 2.03Dynatrace entered a credit agreement on Sep 24, 2026, creating a direct financial obligation.open
Risks flagged
New credit facility increases financial obligations; terms unknown.
“Creation of a direct financial obligation under Item 2.03.”
16 Sep 2026SC 13DPictet Asset Management SA filed a Schedule 13D disclosing a 5.04% passive stake in Dynatrace, with active engagement intentions but no control plans.open
Risks flagged
Activist engagement risk
“The Reporting Person may seek to influence the Issuer's policies and practices through discussions with the Boards and management.” · word for word
20 Aug 20268-K · 1.01, 1.02, 2.03, 3.02, 8.01Dynatrace issued $0.00% exchangeable senior notes due 2031, terminated existing credit facility, and cash-collateralized letters of credit. A significant refinancing event.open
Risks flagged
Potential dilution from exchangeable notes if converted
“0.00% Exchangeable Senior Notes due 2031” · word for word
5 Aug 202610-QDynatrace reported 16% revenue growth in Q1 FY2027, decelerating from 19% annual growth, with CFO retirement announced.earningsopen
Figures in the filing · each found in the filing text
| Annual revenue growth · FY2026 | 19.0% | |
| Quarterly revenue growth · Q1-2027 | 16.0% | |
| Employee headcount growth · FY2026 | 18.0% |
Risks flagged
CFO retirement
“On August 5, 2026, we announced that our Chief Financial Officer will retire by the end of our current fiscal year end on March 31, 2027.” · word for word
Intense competition
“Competition could result in increased pricing pressure, reduced profit margins, increased sales and marketing expenses and our failure to increase, or loss of, market share, any of which could adversely affect our business, operating results, and financial condition.” · word for word
AI competitive threat
“Our competitors or other third parties may incorporate AI into their products more quickly or more successfully than us, may invest more in AI development than us, or have access to more advanced AI models or autonomous agents with greater capabilities or broader functionality, which could reduce demand for our platform and adversely affect our results of op” · word for word
Revenue growth deceleration
“Our annual revenue grew 19% in the year ended March 31, 2026 compared to the prior year. Our revenue for the three months ended June 30, 2026 grew 16% compared to the prior-year period.” · word for word
5 Aug 20268-K · 2.02, 5.02, 7.01Total ARR $2.14B (+17% y/y); Total revenue $555M (+16% y/y); Subscription revenue $530M (+16% y/y); Guidance: Exceeded high end of guidance across all metrics; ARR growth accelerating.earningsopen
Figures in the filing · each found in the filing text
| Total ARR · Q1-2027 | $2.14B | +17% y/y |
| Total revenue · Q1-2027 | $555M | +16% y/y |
| Subscription revenue · Q1-2027 | $530M | +16% y/y |
| Non-GAAP income from operations · Q1-2027 | $162M | |
| GAAP net income per share - diluted · Q1-2027 | $0.12 | |
| Non-GAAP net income per share - diluted · Q1-2027 | $0.48 | |
| Net cash provided by operating activities · Q1-2027 | $306M | |
| Share repurchase amount · Q1-2027 | $275M |
Guidance
Exceeded high end of guidance across all metrics; ARR growth accelerating.
Dynatrace raised guidance by exceeding high end; strong demand and ARR acceleration; CFO transition orderly.
Risks flagged
CFO transition could introduce execution risk, though orderly and not due to disagreement.
“James Benson will resign as CFO by March 31, 2027; search initiated.”
Competitive pressure in observability market; Gartner Magic Quadrant leadership maintained.
“Named a Leader in the 2026 Gartner Magic Quadrant for Observability Platforms for the 16th consecutive year.” · word for word
29 Jul 20268-K · 5.02, 7.01Reported the departure of a director or principal officer (CEO/CFO change); issued a Regulation FD disclosure (forward guidance or material update)open
Risks flagged
No material risks identified; standard board appointment.
10 Jul 2026DEF 14ADynatrace filed its definitive proxy statement for the 2026 annual meeting, disclosing executive compensation, governance practices, and shareholder proposals.open
Figures in the filing · each found in the filing text
| Annual Recurring Revenue · FY2026 | $2.05B | +16% y/y |
| Total Revenue · FY2026 | $2.02B | +17% y/y |
| Subscription Revenue · FY2026 | $1.93B | +17% y/y |
| Net Cash Provided by Operating Activities · FY2026 | $562M | |
| Free Cash Flow · FY2026 | $529M | |
| GAAP Operating Margin · FY2026 | 12.0% | |
| Non-GAAP Operating Margin · FY2026 | 29.0% | |
| Non-GAAP Income from Operations · FY2026 | $592M | |
| Share-based compensation · FY2026 | $300M |
Risks flagged
Competition for talent
“The market for qualified and talented executives is highly competitive and we compete for talent with many companies that have greater resources than we do.” · word for word
Macroeconomic and geopolitical disruption
“the effect on our business of the macroeconomic environment, associated global economic conditions and geopolitical disruption” · word for word
Security breaches and cyber incidents
“security breaches, computer malware, computer hacking attacks, and other security incidents or compromises that could harm our business, reputation, and brands” · word for word
20 May 202610-KAnnual revenue growth 19; Number of employees 5,600; Number of issued patents 176open
Figures in the filing · each found in the filing text
| Annual revenue growth · FY2026 | 19.0% | |
| Number of employees · 2026-03-31 | 5,600 | |
| Number of issued patents · 2026-03-31 | 176 |
Risks flagged
Intense competition from larger vendors and AI-native alternatives
“Our principal competitors include Cisco (which includes AppDynamics and Splunk), Datadog, Elastic, Grafana, and New Relic.” · word for word
AI technology evolution risk
“Our competitors or other third parties may incorporate AI into their products more quickly or more successfully than us... We may also face greater competition from non-specialist solutions relying on generic LLMs, generative AI, and general-purpose agents.” · word for word
Customer retention and expansion risk
“Our customers have no obligation to renew their agreements... some of our customers have elected not to renew their agreements with us.” · word for word
13 May 20268-K · 2.02Total ARR $2.05B (+18% y/y); Total Revenue $532M (+19% y/y); Subscription Revenue $506M (+19% y/y)earningsopen
Figures in the filing · each found in the filing text
| Total ARR · Q4-2026 | $2.05B | +18% y/y |
| Total Revenue · Q4-2026 | $532M | +19% y/y |
| Subscription Revenue · Q4-2026 | $506M | +19% y/y |
| Non-GAAP Income from Operations · Q4-2026 | $143M | +21% y/y |
| GAAP Net Income · Q4-2026 | $17M | -56% y/y |
| Non-GAAP Net Income · Q4-2026 | $124M | +25% y/y |
| GAAP Diluted EPS · Q4-2026 | $0.06 | -54% y/y |
| Non-GAAP Diluted EPS · Q4-2026 | $0.41 | +24% y/y |
| FY Total Revenue · FY2026 | $2.02B | +19% y/y |
| FY Subscription Revenue · FY2026 | $1.93B | +19% y/y |
9 Feb 20268-K · 2.02, 8.01Total ARR $1.97B (+20% y/y); Total revenue $515M (+18% y/y); Subscription revenue $493M (+18% y/y); Guidance: Exceeds high end of guidance across all metrics; raises FY'26 guidanceearningsopen
Figures in the filing · each found in the filing text
| Total ARR · Q3-2026 | $1.97B | +20% y/y |
| Total revenue · Q3-2026 | $515M | +18% y/y |
| Subscription revenue · Q3-2026 | $493M | +18% y/y |
| GAAP income from operations · Q3-2026 | $73M | |
| Non-GAAP income from operations · Q3-2026 | $153M | |
| GAAP net income per share - diluted · Q3-2026 | $0.13 | |
| Non-GAAP net income per share - diluted · Q3-2026 | $0.44 | |
| GAAP operating margin · Q3-2026 | 14.0% | |
| Non-GAAP operating margin · Q3-2026 | 30.0% | |
| Share repurchases (quarter) · Q3-2026 | $160M |
Guidance
Exceeds high end of guidance across all metrics; raises FY'26 guidance
Company raised full-year guidance after exceeding high end of all Q3 metrics, driven by strong enterprise demand for AI-powered observability.
Risks flagged
Competition from other observability platforms could pressure growth.
“No explicit mention, but inherent in the competitive landscape.”
Macroeconomic uncertainty could slow enterprise IT spending.
“No explicit mention, but a general risk for software companies.”
9 Feb 202610-QDynatrace reported 19% revenue growth for the nine months ended December 31, 2025, but noted lengthening sales cycles and a go-to-market transition affecting >30% of accounts.earningsopen
Figures in the filing · each found in the filing text
| Annual revenue growth · FY2025 | 19.0% | |
| Revenue growth (nine months) · 9M-2026 | 19.0% |
Risks flagged
Sales force transition risk
“For example, when we updated our go-to-market strategy during our fiscal year 2025, more than 30% of our customer accounts transitioned to new sales representatives.” · word for word
Macroeconomic demand risk
“Over the last year, we have observed global economic uncertainty at times as well as lengthening sales cycles.” · word for word
5 Nov 202510-QDynatrace reported 19% YoY revenue growth for the six months ended September 30, 2025, consistent with prior year annual growth, but noted lengthening sales cycles and go-to-market transition risks.earningsopen
Figures in the filing · each found in the filing text
| Revenue growth · H1-2026 | 19.0% | |
| Annual revenue growth · FY2025 | 19.0% | |
| Headcount growth · FY2025 | 24.0% |
Risks flagged
Sales cycle elongation and macro uncertainty
“Over the last year, we have observed global economic uncertainty at times as well as lengthening sales cycles.” · word for word
Go-to-market transition risk
“For example, when we updated our go-to-market strategy during our fiscal year 2025, more than 30% of our customer accounts transitioned to new sales representatives.” · word for word
Customer retention and churn risk
“Although our customer retention rate has historically been strong, some of our customers have elected not to renew their agreements with us, and it is difficult to accurately predict long-term customer retention, churn and expansion rates.” · word for word
5 Nov 20258-K · 2.02Total ARR $1.90B (+17% y/y); Total Revenue $494M (+18% y/y); Non-GAAP Net Income per Share - Diluted $0.44; Guidance: FY26 ARR guidance raised to $2,010-$2,025M from $1,988-$2,003M; revenue raised to $1,985-$1,995M from $1,970-$1,985M.earningsopen
Figures in the filing · each found in the filing text
| Total ARR · Q2 FY26 | $1.90B | +17% y/y |
| Total Revenue · Q2 FY26 | $494M | +18% y/y |
| Non-GAAP Net Income per Share - Diluted · Q2 FY26 | $0.44 | |
| Free Cash Flow · Q2 FY26 | $28M |
Guidance
FY26 ARR guidance raised to $2,010-$2,025M from $1,988-$2,003M; revenue raised to $1,985-$1,995M from $1,970-$1,985M.
Raised FY26 guidance across all metrics; strong demand from tool consolidation; non-GAAP op margin stable at 29%.
Risks flagged
Competition in observability market; foreign exchange headwinds partially offset by tailwind guidance.
Dynatrace, Inc. — questions
- What did Dynatrace, Inc. file recently?
- 24 SEC filings in the last 12 months. Latest: SC 13D/A on 2026-09-25 — Pictet Asset Management SA filed a Schedule 13D/A disclosing a 4.95% stake in Dynatrace, Inc., with active engagement but no control intent.
Every figure on this page comes from Dynatrace, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.