earningsconfidence high
Dynatrace Q4 ARR surpasses $2B (+18% YoY); non-GAAP EPS $0.41 on revenue $532M
Dynatrace, Inc.
- Total ARR $2,054M, up 18% YoY (16% constant currency); fourth straight quarter of 16% constant-currency growth.
- Q4 revenue $532M (+19% YoY); subscription revenue $506M (+19%). Full-year revenue $2,018M (+19%).
- GAAP diluted EPS $0.06; non-GAAP diluted EPS $0.41. FY26 GAAP EPS $0.54; non-GAAP EPS $1.70.
- Q4 share repurchases surged 40% sequentially to $224M, with $151M under new $1B program.
- Record 22 deals >$1M ACV; log consumption grew >100% YoY; acquired DevCycle and Bindplane.
item 2.02item 9.01
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