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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.
Revenue by Segment
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
Historical Earnings Impact
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Avg. Return Before/After Earnings
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