Dynatrace Inc
ir.dynatrace.comWhat Do They Do?
Sells software for monitoring applications and technology systems, securing applications, and automating operations for large companies and their technology, development, and security teams.
10-K for FY2026, filed May 20, 2026Dynatrace combines broad and deep observability, continuous runtime application security, and advanced agentic AI operations to deliver…View ↗
The Dynatrace platform comprises several solutions, including the following:View ↗
Our customers include many of the world’s largest enterprises which deploy the Dynatrace platform to support increasingly complex IT…View ↗
How Do They Make Money?
Customers mainly pay for platform access through SaaS or term subscriptions, with subscription fees spread over the agreement; extra use beyond the minimum commitment is billed monthly, while professional services are priced by the hour as performed.
10-K for FY2026, filed May 20, 2026Subscription revenue relates to performance obligations for which the Company recognizes revenue over time as control of the product or…View ↗
The Dynatrace Platform Subscription (“DPS”) licensing model provides customers with a flexible, scalable, and transparent subscription for…View ↗
The Company offers implementation, consulting and training services for the Company’s software solutions and SaaS offerings. Services fees…View ↗
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10-K for FY2026, filed May 20, 2026
FY2026 revenue by product or service ↗
$2B
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10-K for FY2026, filed May 20, 2026
$2B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Subscription
Recurring
10-K for FY2026, filed May 20, 2026 |
96%
FY2023: 94%
|
Subscription, FY2026
$1.9B Sources
|
Recurring |
|
Service
Usage-based
|
4.4%
FY2023: 6.5%
|
Service, FY2026
$88.7M Sources
|
Usage-based |
Who Are Their Customers?
Large companies across industries buy through Dynatrace’s direct sales team or through systems integrators, cloud providers, resellers, and technology partners.
10-K for FY2026, filed May 20, 2026Our customers include many of the world’s largest enterprises which deploy the Dynatrace platform to support increasingly complex IT…View ↗
We take Dynatrace to market through a combination of our global direct sales team and a network of partners, including GSIs, cloud…View ↗
Global system integrators. We work closely with a number of strategic GSIs, including Accenture, Atos, Deloitte, DXC, and Kyndryl, to help…View ↗
10-K for FY2026, filed May 20, 2026
As of March 31, 2026 and 2025, there was one channel partner with a balance greater than 10% of accounts receivable. No end- customers had…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 8 cents of every revenue dollar as net income in FY2026 and turned 26 cents into free cash flow.
10-K for FY2026, filed May 20, 2026
$245.4MView ↗
10-K for FY2026, filed May 20, 2026
$162.7MView ↗
10-K for FY2026, filed May 20, 2026
$529.7MView ↗
How Are They Changing?
10-Q for Q1 FY2027, filed Aug 5, 2026
Open tableView ↗
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Aug 5, 2026
CFO plans to retire and leave the role
Dynatrace has begun a search for a successor, and the CFO will assist with the handoff.
Sources
8-K, filed Aug 5, 2026
On July 31, 2026, James Benson notified the Company that in connection with his planned retirement, he will resign from his position as the…View ↗
Growing. Revenue grew 2.2x in 4 years, from $929.4M in FY2022 to $2B in FY2026, about 21% a year.
Agentic AI operations
The platform’s AI operations have moved from AI-driven answers and automation toward agentic systems designed to take autonomous actions across customers’ technology environments.
10-K for FY2023, filed May 25, 2023 10-K for FY2026, filed May 20, 2026Dynatrace has a unified data foundation. We store and consolidate all observability, security, and business data types, including logs…View ↗
Who Do They Compete With?
Competes with Cisco, Datadog, Elastic, Grafana, and New Relic
10-K for FY2026, filed May 20, 2026We compete either directly or indirectly with infrastructure monitoring vendors, APM vendors, log management vendors, digital experience…View ↗
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