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Sep 30, 2020
Dynatrace Q2 2021 Earnings Report
Dynatrace's second quarter results for fiscal year 2021 were released, showing strong growth and exceeding guidance.
Key Takeaways
Dynatrace reported strong second-quarter results for fiscal year 2021, exceeding expectations across key metrics. Total revenue increased by 30% to $168.6 million, and ARR grew by 35% to $638.1 million. The company's GAAP EPS was $0.06, and non-GAAP EPS was $0.18.
Total revenue increased by 30% year-over-year to $168.6 million.
ARR increased by 35% year-over-year to $638.1 million.
Subscription revenue increased by 36% year-over-year to $157.7 million, representing 94% of total revenue.
GAAP EPS was $0.06, and non-GAAP EPS was $0.18.
Dynatrace
Dynatrace
Dynatrace Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comService Revenue
CapyFin.com Forward Guidance
Dynatrace is issuing guidance for the third quarter and raising full year fiscal 2021. Total revenue is expected to be in the range of $171.0 million to $173.0 million, 19% to 21% growth as reported, and 18% to 20% on a constant currency basis. Total ARR is expected to be in the range of $721.0 million to $727.0 million, 26% to 27% growth as reported, and 25% to 26% on a constant currency basis.
Positive Outlook
- Total revenue is expected to be in the range of $171.0 million to $173.0 million, 19% to 21% growth as reported, and 18% to 20% on a constant currency basis
- Subscription revenue is expected to be in the range of $160.5 million to $162.0 million, 25% to 26% growth as reported, 24% to 25% on a constant currency basis
- Non-GAAP operating income is expected to be in the range of $43.0 million to $45.0 million
- Non-GAAP net income is expected to be in the range of $36.0 million to $38.5 million
- Non-GAAP net income per diluted share is expected to be in the range of $0.12 to $0.13, based on a range of 289 million to 290 million diluted weighted-average shares outstanding
Revenue & Expenses
Visualization of income flow from segment revenue to net income