Dynatrace : Q4 2026 Financial Results Presentation

Published: 2026-05-13 06:58:08 ET DT

Published on 05/13/2026 at 06:58 am EDT

Q 4 2 0 2 6

Investor Presentation

May 13, 2026

Enterprises are facing unprecedented challenges

Explosion of complexity

Tool fragmentation

Struggle to trust AI and realize value

Get answers, not guesses

Deterministic intelligence with autonomous action

I N T E L L I G E N C E

Ground decisions in precise context

Real-time mapping across dependencies

C O N T E X T

Eliminate data blind spots

Unified telemetry for instant answers

U N I F I E D D A T A

Unprecedented challenges demand a differentiated approach

The AI-powered observability platform

Transform complexity into powerful business assets.

20+ years of groundbreaking innovation & milestones

Surpasses $2B ARR

Founded in Linz, Austria

AppMon pioneers APM market

2005

A Leader in 1st Gartner® Magic Quadrant for Application Performance Monitoring

2010

Pioneers industry's first causal and predictive AI engine, Davis AI®

SaaS platform introduced

2014

Sales reach

$400M

Dynatrace IPO

Expands to Application Security market

2019

Grail data lakehouse introduced

Sales reach $1B

Cloud Automation added to platform (2021)

2022

Davis CoPilot launched, adding generative AI capabilities

Security Analytics expands security offering

AutomationEngine and AppEngine added to platform

2023

Kubernetes Security Posture Management solution launched

A Leader in inaugural Gartner® Magic Quadrant for Digital Experience Monitoring

AI Observability for Large Language Models and Generative AI launched

2024

A Leader in Gartner® Magic Quadrant

for Observability Platforms for 15 consecutive years

Dynatrace ranked #1 across four of six use cases in the 2025 Gartner Critical Capabilities for Observability Platforms Report

Observability for Developers introduced

2025

Introduces the industry's first agentic operations system, Dynatrace Intelligence

Log management & analytics surpasses

$100 million of annualized consumption revenue

2026

Gartner, Magic Quadrant for Application Performance Monitoring, Will Cappelli, 18 February 2010. Dynatrace was recognized as Compuware from 2010-2014. Gartner, Magic Quadrant for Observability Platforms, Gregg Siegfried, Matt Crossley, Padraig Byrne, Andre Bridges, Martin Caren, 7 July 2025.

Gartner, Critical Capabilities for Observability Platforms, Gregg Siegfried, Matt Crossley, Padraig Byrne, Andre Bridges and Martin Caren, 8 July 2025. Gartner, Magic Quadrant for Digital Experience Monitoring, Padraig Byrne, Matt Crossley, DB Cummings, Martin Caren, Pankaj Prasad, 21 October 2024

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally. MAGIC QUADRANT is a registered trademarks of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.

Platform evolution to support autonomous operations

T H E L E A D E R

T H E I N N O V A T O R

T H E P I O N E E R

T O D A Y

Reactive operations

Issues are deeply understood after they occur

Automated root-cause

Issues are auto-diagnosed when they occur

Preventive operations

Issues are anticipated before they occur

Autonomous operations

Issues are resolved before they matter

Dynatrace 2006+

Data collection

Dynatrace 2014+

Answers, not just data

Dynatrace 2023

Answer driven automation

Dynatrace 2026+

Autonomous intelligence

T H E D Y N A T R A C E P L A T F O R M

Groundbreaking technologies at the core

Unified data lakehouse

Real-time dependency graph

Agentic operations system

Operate on determinism and facts

Traces

Metrics Logs Topology Behavior Code Metadata Network LLMs

Business events Threats

Vulnerabilities

U N I F I E D D A T A

A N S W E R S

Development & ITOps teams

Cloud & AI native teams

Business teams

3rd party agents

I N T E L L I G E N C E

Dynatrace Intelligence

DETERMINISTIC AGENTS:

Root Cause Agent Analytics Agent Forecasting Agent Operator Agent

C O N T E X T

Grail

Smartscape

A leader in the cloud observability market since 2005

Positioned highest in Execution in the 2025 Gartner® Magic Quadra for Observability Platforms. This is the 15th consecutive year that Gartner has named Dynatrace a Leader in this report.1

Dynatrace named a Leader in The Forrester Wav : AIOps Platforms, Q2 2025

Recognized as a Leader in both the Cloud-Native Observability and Cloud-Native Security quadrants in the 2025 ISG Provider Le Multi Public Cloud Solutions report.

1. Gartner, Magic Quadrant for Observability Platforms, Gregg Siegfried, Matt Crossley, Padraig Byrne, Andre Bridges, Martin Caren, 7 July 2025. Dynatrace was recognized as Compuware from 2010-2014.

The Gartner content described herein (the "Gartner Content") represents research opinion or viewpoints published, as part of a syndicated subscription service, by Gartner, Inc. ("Gartner"), and is not a representation of fact. Gartner Content speaks as of its original publication date (and not as of the date of this earnings press release), and the opinions expressed in the Gartner Content are subject to change without notice. Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.

Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. This report is part of a broader collection of Forrester resources, including interactive models, frameworks, tools, data, and access to analyst guidance. For more information, read about Forrester's objectivity here: https://www.forrester.com/about-us/objectivity/

ADT strengthened resilience by unifying logs, metrics, traces, and business events

Dynatrace impact:

reduction in log monitoring costs

reduction in MTTR from leveraging Dynatrace's AI capabilities

"With the insights from Dynatrace, we can proactively identify and resolve issues our technicians are experiencing to improve the installation process for our customers. Arming our product managers and customer experience teams with high quality data from Dynatrace gives them the ability to improve customer experience in ways they couldn't before."

A rapidly expanding total addressable market

Core Observability: $64B Application Security: $18B AI & LLM Observability: $10B

$92B TAM

Based on internal estimates and third-party research.

Expansive

go-to-market

to capture global 15,000 customers

S T R A T E G I C

Comprehensive partner channels

Global System Integrators (GSIs), Hyperscaler and Technology Alliance Partners, Regional resellers and solution partners

Global go-to-market reach

35+ countries across NORAM, EMEA, APAC, and LATAM

Dynatrace Platform Subscription (DPS)

Frictionless upsell

No hidden fees

Simple contract

Full platform access

Flexible and scalable pricing model suited for the enterprise

Building blocks in place for continued success

Differentiated AI-powered observability platform

Continuous innovation and platform evolution

Large and expanding TAM

Proven and scalable go-to-market model

Flexible, customer-friendly pricing model driving consumption

Powerful combination of growth and profitability at scale

Q4 FY 2026

Financial Results

Dynatrace financials at a glance

S2.05B

Annual Recurring Revenue1

95%

Q4-26 Subscription Revenue

Mix

Mid-90s %

Gross Retention Rate1

29%

FY26 Non-GAAP

Operating Margin1,3

16%

110%

32%

ARR

Q4-26 Subscription

Net

FY26

Growth

Revenue

Retention

Pre-tax

YoY2

Growth YoY2

Rate1

FCF Margin1,3

Financial results as of March 31, 2026.

See the Appendix for definitions.

Denotes growth when adjusted for constant currency exchange rates. See the Appendix for definition.

Operating margin and pre-tax FCF margin are non-GAAP financial measures. See the Appendix for reconciliations of GAAP to non-GAAP financial measures.

1 7

Total ARR growth

Q U A R T E R L Y T O T A L A R R ( $ M ) 1

Q1-25

Q2-25

Q3-25

Q4-25

Q1-26

Q2-26

Q3-26

Q4-26

19%

20%

16%

15%

18%

17%

20%

18%

20%

19%

18%

17%

16%

As Reported YoY Growth % Constant Currency YoY Growth %2

Quarterly Total ARR amounts shown in bar graphs are 'As Reported' metrics. 18

Constant currency growth rates reflect YoY growth when using exchange rates from the same period in the prior year. See the Appendix for definitions.

Net New ARR growth

Q U A R T E R L Y N E T N E W A R R @ C C ( $ M ) 1

23%

(3)%

(12)%

13%

16%

11%

Constant Currency YoY Growth %2

Net New ARR amounts shown in bar graphs represent Total Net New ARR at Constant Currency. See the Appendix for definition. 19

Defined as quarterly increase in Net New ARR in Constant Currency compared to the year-ago quarter Net New ARR in Constant Currency.

Subscription & total revenue growth

S473

S494

S458

S493

S515

S506

S532

S382

S399

S400

S418

S445

S417

S424

S436

S477

Q1-25

Q2-25

Q3-25

Q4-25

Q1-26

Q2-26

Q3-26

Q4-26

21%

19%

20%

19%

17%

16%

21%

20%

21%

20%

19%

17%

16%

Total Revenue Constant Currency YoY Growth2 Subscription Revenue Constant Currency YoY Growth2

Total revenue includes subscription and services revenue. 20

Constant currency growth rates reflect YoY growth when using exchange rates from the same period in the prior year. See Appendix for definition.

Disclaimer

Dynatrace Inc. published this content on May 13, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 13, 2026 at 10:57 UTC.