Good morning, everyone, and thank you for joining us on our Q4 and year-end fiscal '20 earnings call. In the midst of maybe the greatest disruption to the oil business in history, this company determined it was essential to revamp and modernize its commodity to trading applications and the technology stack it was running on, a shift to cloud for agility and efficiency for a set of revenue-driving applications and services. Do you think this ultimately accelerates the importance of cloud-based monitoring? Nov 12, 2020. I was just trying to understand if that was from customers that are doing shorter contracts or if there was something else there that we should be aware of. Sure. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. These clouds may be public. 06:22PM : Why Dynatrace Stock Dropped Today. Yahoo . But the bulk of our business is really focused on run-the-business applications that run in modern cloud environments, more and more that multi-cloud environment that I articulated, a combination of multiple public clouds with hybrid back ends. Sign in or Sign up. Dynatrace (NYSE:DT) Earnings Information Dynatrace last posted its quarterly earnings data on October 28th, 2020. PDF HTML Audio Earnings Webcast. I am very pleased our customers have chosen to modernize with us, and it's exciting to know that we are now part of their current and future digital transformation initiatives. Q3 2020 Bilibili Inc. Earnings Transcript 245.6 KB. I'm looking at your forward-looking trends. Dynatrace (NYSE:DT) last issued its quarterly earnings results on Wednesday, October 28th. Since late January, when we last broadcasted the Dynatrace earnings call, the COVID-19 … Hi. What we're seeing now is a leaning back toward faster to the future, investments back into digital transformation and we think that will characterize sort of that -- sort of the post-COVID world here as we enter Q2 and beyond for the year. Add to calendar. Motley Fool. 12/11 11:40. It feels like infrastructure, multi-cloud is interesting, but the math piece to me seems really interesting, as well as some of the AI-related pieces. Dec 2020. Yahoo. 11:30 AM - 12:05 PM ET. Thank you, John, and good morning, everyone. OK. And then one quick one, sort of on the competitive environment and, really, around pricing. Yahoo. Motley Fool-11.47%. XBRL. Work locations may change, workloads may shift, but applications must run flawlessly. Dynatrace provides software intelligence to simplify cloud complexity and accelerate digital transformation. 12/09 15:24. Dynatrace, Inc. (NYSE:DT) announced its earnings results on Wednesday, October, 28th. Dynatrace had a return on equity of 10.69% and a net margin of 12.75%. 10-Q Filing. We continue to operate the business with a healthy combination of growth and profitability, a trend we believe we can continue to deliver on for quite some time, given the increasing importance of cloud software and the strength of the Dynatrace platform and the expanding addressable market we operate in. Yes. But anecdotally, yes. For the quarter, Classic license revenue declined to $2.3 million and represented less than 2% of our quarterly revenue. Overview; Press Releases; IR Calendar; Dynatrace Virtual Investor Day ; Email Alerts; Dynatrace 2Q21 Earnings Conference Call. Matt, appreciate the question. Hi, guys. Thank you so much, guys, for taking the question. Details. Unlevered free cash flow for Q4 was $63.3 million, and it was $149.5 million or 27.4% of revenue for fiscal '20. The Motley Fool - HRB earnings call for the period ending September 30, 2020. Title. And the sales execution also is -- that it enabled to zoom work you're selling. We did slow it down a little bit, but the foot was still on the gas. We have increased the pace of hiring and plan to reaccelerate our commercial and innovation investments later in the fiscal year if the demand environment is playing out as we expect or better. Got you. John, a lot of good commentary on how you're helping customers navigate this difficult situation really in a world post-COVID where CIOs look to embrace cloud faster than before. Nov 2020. This internal re-organization does not impact the group’s results. Our non-GAAP operating income for the fourth quarter was $36 million, above the high end of our guidance of $34.5 million primarily due to the combination of revenue and associated gross margin upside. Dynatrace (DT - Free Report) is set to report first-quarter fiscal 2021 results on Jul 29. View all events. Thank you very much, everyone. They work from home. Bhavan Suri with William Blair & Company, your line is open. But it has not dropped, if that was sort of like part of the question. Thank you. It's much more around use cases or a series of use cases rather than little slices of tools. Actually, they're still doing a little bit more here and there, but those are things where they focused on making sure that employee productivity was optimized, sort of leaned into some of our hybrid extensions like Citrix monitoring, some of our third-party cloud monitoring capabilities so they could assure Salesforce, Microsoft 365, Zoom, some of these other third-party cloud that they depended on actually perform as advertised to keep their workforce productive. ET. DT has bundled its B2B Telecommunication activities in the segment Germany as of Q3/2020. Shares of Dynatrace (NYSE:DT) rose 0.4% in pre-market trading after the company reported Q2 results. The company earned $168.60 million during the quarter, compared to analyst estimates of $160.76 million. Q3 2020 Earnings Call Presentation. Just a clarification on the hiring. … The second thing is, as I mentioned, we package our product differently, Bhavan. And perhaps, could it help you even address your TAM faster than before? Certainly. Well, first of all, you need to understand that our sales organization, for the most part, works remotely anyway. We made tremendous progress this past year converting our base to the new Dynatrace platform and completing our transition away from our classic license business. Another customer example was an oil company, a new logo to Dynatrace. These world-class margins are a result of a highly reliable platform and autonomous SaaS operation. Moving to the rest of the P&L. Overall, we believe our two-year model transition to a subscription business is now virtually complete. That is essentially gone to zero at this point, and it's just working down on that perpetual license in long-term deferred. It's not used for a credit card, etc. So we like where we are. A look at earnings from the view of macro-economists and market technicians. Trade 1 (8:45 a.m.)—BTO 100 ZZZ Feb 450 calls $2.00 ($20,000) Trade 2 (11:30 a.m.)—STC 100 ZZZ Feb 450 calls $3.00. We continue to expand our value proposition in use cases, and our enterprise customers continue to expand their portfolio of cloud-based applications as they digitally transform their businesses. So despite what was essentially a two-week pause during mid-March as a shock of the global pandemic took hold, and many of our customers were focused on the health and safety of their employees and establishing their work-from-home programs. Sign in or Sign up. I have lots of blind spots, I need to fix this. So we actually have seen the new logo land in that $90,000 to $100,000 range now for quarters on end. Ladies and gentlemen, thank you for standing by, and welcome to the Dynatrace fiscal second-quarter 2021 earnings conference call. Get prepared with the key expectations. In fiscal '21, we will continue to focus on the Dynatrace net expansion rate, but we will no longer exclude the impact from expansion at the time of conversion as we do not expect it to have a significant impact now that the Dynatrace platform is over 90% of our total business and growing. Now let me move to guidance. Price/Earnings: Latest closing price divided by the earnings-per-share based on the trailing 12 months. As our conversion program winds down, the volume of new customer adds to the Dynatrace platform is likely to decline on a quarterly basis, while obviously, the ratio of new logos will increase. It's where the business meets IT. With that, we will open the call for questions. We've made the bold decisions, but reinventing APM was just a piece of the puzzle. With higher degrees of online mobile use likely to be a major outcome of the new normal, our early investments and outstanding functionality in digital experience, especially for mobile, should continue to pay off for us. Deutsche Telekom (DT) CEO Timotheus Hoettges (pictured) ... During its earnings call, the executive added its T-Mobile US operation had more customers than AT&T following the unit’s big-money merger with Sprint, and was now pursuing the medium-term target to “oust Verizon from the top spot”. Dynatrace, Inc. (DT) CEO John Van Siclen on Q1 2021 Results - Earnings Call Transcript. Frontier Communications Corporation Q3 2020 Earnings Conference, CooTek (Cayman) Inc Q3 2020 Earnings Conference, Quanex Building Products Corporation Q4 2020 Earnings Conference, Johnson Outdoors Inc. Q4 2020 Earnings Conference, Construction Partners, Inc. Q4 2020 Earnings Conference. There are certainly a lot of positives that we've seen throughout the course of fiscal '20 and leading indicators into the first quarter of '21. Matt Hedberg -- RBC Capital Markets -- Analyst. Providing More Than Just Data. They are, but I don't have all the cost for that. During the course of today's call, we will refer to certain non-GAAP financial measures as defined by Regulation G. The GAAP financial measure most directly comparable to each non-GAAP financial measure used or discussed and a reconciliation of the differences between each non-GAAP financial measure and the comparable GAAP financial measure can be found within our fourth quarter and fiscal-year 2020 earnings press release in the Investor Relations section of our website at dynatrace.com. So they need either from the edge on in through all the virtual cloud layers to make sure that the performance and capability that they're expecting to deliver is actually delivered to that mobile device or IoT device, etc. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. Webcast. Thursday, Jul 21, 2016 04:30 PM EST Date. We're very optimistic about the opportunity. Forward-looking statements reflect our views only as of today, and except as required by law, we undertake no obligation to update or revise these forward-looking statements. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's … Latest Annual Filing. Add to calendar. Question on the infrastructure monitoring. They may be hybrid, or what we see more and more often now, they're multi-cloud, multi-public with hybrid back ends or critical systems of record and many run-the-business applications still reside. Other companies have to sell three or four products to do what we do in one. But the other one is starting to grow more and more often coming up off of sort of the good hygiene approach as customers get more familiar with the right models to expand cloud effectively. Non-GAAP operating income for the year was $130 million with non-GAAP operating margin of 24%, up from 18% in fiscal '19, a very healthy year-over-year improvement, in line with our internal expectations. Let me summarize. These figures are adjusted for non-recurring items. A couple of quick questions for me. But just wondering, was the 123% -- and I know this is the first time you've actually given the exact number. Dynatrace Holdings LLC (NYSE:DT)Q4 2020 Earnings CallMay 12, 2020, 8:00 a.m. Act 0.11 Est 0.077 Q4 2020 Dynatrace Inc Earnings Call 05/12/2020 08:00 AM (EDT) DT. You said April is off to a good start, but just love to understand what you're seeing in the top of the funnel in terms of what's driving some of those deals coming in today and sort of how do you think that plays out going forward, say, for the next two, three quarters, which is COVID-time-driven and post-COVID. With that, I'd like to turn the call over to our chief executive officer, John Van Siclen. Dynatrace (DT) Q2 Earnings Beat Estimates, Revenues Rise Y/Y Oct. 29, 2020 at 11:00 a.m. Yes. For first-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. No, good question. a month ago finance.yahoo.com DT. For example, we did a sizable expansion deal in Italy in late March. Non-GAAP net income was $29.8 million or $0.11 per share. Did you guys see customers need shifting? Download the investor presentation - earnings call slides. As the response to COVID-19 is highlighted, applications need to work perfectly at all times to drive employee productivity, ensure optimal customer interaction, guarantee business and transactional continuity and so on. Receive updates straight into your inbox. And we intend to stay there”. PDF HTML. Turning to the balance sheet. And they love the flexibility to toggle up or down on their own between our deep full-stack APM mode and the lighter though broader coverage of infrastructure-only mode at a lower cost. 04:26PM : Dynatrace Earnings Triple; Cloud Software Maker's Stock Falls . Share. PDF HTML Audio Earnings Webcast. Although it is prudent to have conservatism, it is just very extreme. Sterling Auty with JP Morgan, your line is open. To put a little bit more color in terms of where it's going in the future, based on what we view as prudent guidance on the top line and a combination of what we think will be helping new logos, mathematically, obviously, that net expansion rate needs to drop down from that 120% bar down to 115%. We continue to work closely with our customers to help them respond to their rapidly changing workloads and requirements, enabling faster innovation, easier collaboration and greater efficiency without wasted motion. Please go ahead. The pandemic requires change and adaptation, and we are no exception. We think it's the right place to be at as an enterprise-focused company, focused on the global 15,000. This led to a non-GAAP operating margin of 24%, up from 22% in the fourth quarter of '19. As a result, despite some headwinds associated with the current environment, we are comfortable establishing full-year guidance that calls for a combination of strong growth in subscription revenue, coupled with meaningful profitability and cash flow. An activation link has been sent to your mail.Please activate and login. During this call, we'll make statements related to our business that may be considered forward-looking within the meaning of Section 27A of the Securities Exchange Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended. As John said, our non-GAAP gross margin was 83% for the fourth quarter, an increase from 80% in the fourth quarter of fiscal '19. During fiscal '20, we consistently decreased our leverage ratio, which ended the fiscal year at 2.1 times our trailing 12-month adjusted EBITDA of about $140 million. Enterprise level and their mission-critical applications this is prudent to have an on! 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