earnings
confidence high
sentiment positive
materiality 0.78
Dynatrace Q4 ARR $1.734B (+15% YoY); revenue $445M (+17%); beat guidance across all FY25 metrics
Dynatrace, Inc.
2025-FY EPS
reported $1.59
vs consensus $0.42
▲ beat
(+274.6%)
- GAAP EPS $0.13, non-GAAP EPS $0.33; FY25 GAAP EPS $1.59 (incl. $1.06 IP tax benefit), non-GAAP $1.39.
- Subscription revenue FY25 $1.622B (+19% YoY); total revenue $1.699B (+19%).
- Free cash flow FY25 $431M; 60%+ of ARR now under Dynatrace Platform Subscription licensing.
- 15 deals >$1M ACV closed in Q4; new AWS strategic collaboration agreement signed.
- Share repurchases: $43M in Q4, $173M total since May 2024 under $500M authorization.