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Source document· February 9, 2026

Dynatrace Q3 Earnings Call Highlights

View original at finance.yahoo.com
Dynatrace Q3 Earnings Call Highlights Dynatrace logo Key Points Dynatrace beat guidance across every metric in Q3, reporting ARR of $1.97 billion (+16% YoY), $515 million in revenue (+16%), $75 million of net new ARR, a 30% non‑GAAP operating margin, and it raised full‑year guidance aiming to surpass $2 billion in ARR…
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  • Trailing 12-month free cash flow includes over 600 basis points impact related to cash taxes

    80% confidence

  • Observability is becoming increasingly critical in delivering reliable software and AI

    80% confidence

  • Nearly all seven-figure end-to-end observability deals include logs

    80% confidence

  • Dynatrace Intelligence is the industry's first agentic operations system built for modern software ecosystems

    80% confidence

  • Dynatrace Intelligence is embedded in the platform, not sold as a separate SKU, and is available to every customer today

    80% confidence

  • Average land size was over $200,000

    80% confidence

  • Logs is the company's fastest-growing product category

    80% confidence

  • Gross retention remained in the mid-90s

    80% confidence

  • Logs consumption growth was over 100% year over year

    80% confidence

  • Average ARR per customer is now nearly $500,000

    80% confidence

  • Annualized logs consumption has now surpassed $100 million

    80% confidence

  • The combination of a logs strike team and maturing selling motion should make logs an ongoing source of significant ARR growth

    80% confidence

  • Dynatrace has delivered a stabilization of ARR growth at 16%

    80% confidence

  • The new $1 billion share repurchase program reflects management's confidence in long-term opportunities and belief that shares are undervalued

    80% confidence

  • Dynatrace expects to have its first full three-year cohort classes under DPS licensing model in fiscal 2027, which could help drive an inflection in net retention

    80% confidence

  • Investors should expect roughly one-third new logo and two-thirds expansion in the near term

    80% confidence

  • Dollar-based net retention rate was 111% for the third straight quarter

    80% confidence

  • Dynatrace has substantially completed its prior $500 million repurchase program announced in May 2024

    80% confidence

  • The average opportunity per enterprise customer could reach $1 million or more over the medium to long term

    80% confidence

  • The combination of Grail, Smartscape, and AI enables trustworthy, deterministic AI alongside agentic AI for reliable, autonomous outcomes

    80% confidence

  • Non-GAAP operating margin outperformance was mostly revenue upside flowing through to the bottom line

    80% confidence

  • Average ARR per new logo was over $160,000 on a trailing 12-month basis

    80% confidence

  • Expansion opportunity within the installed base is not even close to being exhausted

    80% confidence

  • Q3 net new ARR of $75 million was well above expectations

    80% confidence
Dynatrace Q3 Earnings Call Highlights — Source | Via News | ViaNews Market