earnings
confidence high
sentiment positive
materiality 0.75
Dynatrace Q3 FY22 ARR $930M (+29% YoY), EPS $0.05/$0.18, beats guidance
Dynatrace, Inc.
2022-Q3 EPS reported
$0.18
revenue$676,860,000
- ARR of $930M, up 29% YoY (32% constant currency); subscription revenue $226M, up 33% (34% CC).
- GAAP EPS $0.05, non-GAAP EPS $0.18; total revenue $241M, up 32% YoY.
- Added 206 new logos in Q3; YTD new logos 501, up 22% YoY; over 44% of new customers landed with 3+ modules.
- Log4j vulnerability drove 10x increase in application security POCs in Q3 versus prior quarter.
- Partners influenced >50% of new transactions; hyperscaler partnerships ARR more than tripled YoY.