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Sep 30, 2024

Dynatrace Q2 2025 Earnings Report

Outperformed across all key metrics, driven by platform strength and effective execution.

Key Takeaways

Dynatrace announced strong financial results for the second quarter of fiscal year 2025, exceeding the high end of guidance across all metrics. The company reported ARR growth of 19% year-over-year on a constant currency basis and achieved a GAAP Operating Margin of 11% and a Non-GAAP Operating Margin of 31%.

ARR increased by 20%, or 19% on a constant currency basis, reaching $1,617 million.

Total revenue grew by 19% to $418 million, both as reported and on a constant currency basis.

Subscription revenue increased by 20% to $400 million, both as reported and on a constant currency basis.

GAAP EPS was $0.15 and Non-GAAP EPS was $0.37, both on a dilutive basis.

Total Revenue
$418M
Previous year: $352M
+18.9%
EPS
$0.37
Previous year: $0.31
+19.4%
Total ARR
$1.62B
Previous year: $1.34B
+20.3%
Gross Profit
$340M
Previous year: $287M
+18.4%
Cash and Equivalents
$1.01B
Previous year: $702M
+43.3%
Free Cash Flow
$20.1M
Previous year: $34.1M
-41.0%
Total Assets
$3.33B
Previous year: $2.78B
+19.7%

Dynatrace

Dynatrace

Dynatrace Revenue by Segment

Forward Guidance

Dynatrace is issuing guidance for the third quarter and increasing its previous guidance for full year fiscal 2025.

Revenue & Expenses

Visualization of income flow from segment revenue to net income