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Dynatrace
Dynatrace (DT) investor relations material
Dynatrace Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Feb, 2026
Executive summary
Achieved $1.97 billion in ARR as of Q3 FY26, with 16%–20% year-over-year growth and strong net new ARR momentum; subscription revenue also grew 16%–18% year-over-year.
Surpassed $100 million in annualized log management consumption, the fastest-growing product category.
Announced Dynatrace Intelligence, an agentic AI-powered operations system, now available to all customers.
Authorized a new $1 billion share repurchase program after nearly completing the $500 million buyback.
Achieved significant go-to-market traction, closing 12 deals over $1 million in ARR, including record new logo ARR.
Financial highlights
Q3 ARR reached $1.97 billion, up 16%–20% year-over-year, with net new ARR of $75 million, up 11% year-over-year.
Total Q3 revenue was $515 million, up 16%–18% year-over-year; subscription revenue was $493–$494 million, up 16%–18%.
Non-GAAP operating margin was 29%–30%; non-GAAP net income was $135 million ($0.44 per diluted share).
Free cash flow for the quarter was $27 million; trailing 12-month free cash flow was $463 million (24% of revenue), with pre-tax FCF at 30% of revenue.
GAAP income from operations was $73 million; GAAP net income per diluted share was $0.13.
Outlook and guidance
Raised FY26 ARR guidance to $2.05–$2.06 billion, reflecting 15.5%–19% year-over-year growth.
Increased total and subscription revenue guidance to $2.00–$2.01 billion, up 15%–19% year-over-year.
Non-GAAP operating income guidance raised to $582–$587 million (29% margin); free cash flow guidance increased to $520–$525 million (26% margin).
Non-GAAP EPS guidance raised to $1.67–$1.69 per diluted share.
Foreign exchange expected to be a $49 million tailwind on ARR and $37 million on revenue for FY26.
New $1B buyback: capital allocation strategy
Drivers of log management's rapid growth
Reconcile Q3 FCF decline with raised FY26 FCF guidance
Next log consumption milestone
Monetization strategy for agentic AI actions
Dynatrace's defense against LLM disintermediation
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Next Dynatrace earnings date
Q4 202615 May, 2026
Dynatrace
Next Dynatrace earnings date
Q4 202615 May, 2026
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Frequently asked questions
Empowering enterprises to overcome complex software challenges
Dynatrace is a leading software intelligence company that specializes in monitoring and managing the performance of complex software environments. It provides an all-in-one platform that helps organizations gain real-time insights into their digital ecosystems, enabling them to optimize performance, enhance customer experiences, and drive business outcomes.
The core business model of Dynatrace revolves around offering a comprehensive monitoring solution that spans across cloud infrastructure, application performance, user experience, and business analytics. Its platform utilizes advanced artificial intelligence (AI) and machine learning (ML) algorithms to automatically detect anomalies, identify root causes of issues, and provide actionable insights for proactive problem resolution.
Growing together with digital transformation
One of the main opportunities for Dynatrace lies in the growing demand for cloud-native and hybrid cloud environments. As organizations increasingly adopt cloud technologies and migrate their applications to the cloud, the complexity and scale of their software systems escalate. This presents an opportunity for Dynatrace to provide its monitoring and observability solutions to help businesses effectively manage their dynamic and distributed architectures.
Another opportunity for Dynatrace lies in the rapid expansion of the digital transformation market. As more companies embrace digital initiatives, the need for end-to-end visibility and performance optimization becomes crucial. Dynatrace's platform enables organizations to monitor and optimize their digital services, improving customer experiences and driving operational efficiency.
A competitive industry
However, Dynatrace also faces certain challenges. The market for software intelligence and application monitoring is highly competitive, with several players offering similar solutions. Three listed peers of Dynatrace in this space include:
New Relic: A software analytics company that provides monitoring and observability solutions for modern software architectures. Its platform enables businesses to gain insights into application performance, user experience, and infrastructure monitoring.
Datadog: A cloud monitoring and analytics platform that helps organizations monitor their infrastructure, applications, and logs. It offers real-time visibility into the performance of cloud-based systems and provides insights to optimize performance and troubleshoot issues.
Splunk: A data analytics and monitoring platform that enables organizations to collect, analyze, and visualize machine-generated data. It offers a range of solutions for monitoring IT infrastructure, security, and business operations.
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