earnings
confidence high
sentiment positive
materiality 0.82
Dynatrace beats Q1 FY26 guidance; ARR grows 18% to $1.82B; non-GAAP EPS $0.42
Dynatrace, Inc.
2026-Q1 EPS
reported $0.16
vs consensus $0.40
▼ miss
(-60.0%)
- Total ARR $1.822B, up 18% YoY (16% constant currency); total revenue $477M +20% YoY (19% cc).
- GAAP operating margin 13%, non-GAAP 30%; GAAP diluted EPS $0.16, non-GAAP diluted EPS $0.42.
- Closed 12 expansion deals >$1M ACV, 10 with partners, 50% with significant Log Management deployments.
- Spent $45M to repurchase 905K shares at avg $49.76; $282M remaining under $500M buyback program.
- Dynatrace Platform Subscription now >45% of customers and >65% of ARR; guidance exceeded on all metrics.
item 2.02item 9.01