earnings
confidence high
sentiment positive
materiality 0.75
Dynatrace Q2 FY2026: ARR $1.90B (+17%), revenue $494M (+18%), raises guidance
Dynatrace, Inc.
2026-Q2 EPS reported
$0.35
revenue$971,198,000
- Total ARR $1,899M, up 17% YoY (16% constant currency); total revenue $494M, up 18%.
- GAAP EPS $0.19, non-GAAP EPS $0.44; GAAP operating margin 15%, non-GAAP 31%.
- Exceeded high end of all Q2 guidance metrics; raised FY2026 guidance.
- Strategic collaboration with ServiceNow for autonomous IT ops; integrations with Atlassian and GitHub MCP Registry.
- DPS licensing now 50% of customers, 70% of ARR; repurchased $50M in shares (994K at avg $50.27) in Q2.