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Dec 31, 2021
Dynatrace Q3 2022 Earnings Report
Dynatrace's Q3 2022 financial results were reported, demonstrating strong performance driven by new logo additions and a net expansion rate above 120%.
Key Takeaways
Dynatrace reported a strong third quarter in fiscal year 2022, exceeding guidance across key operating metrics. ARR reached $930 million, up 29% year-over-year, and subscription revenue grew by 33% to $226 million. The company added 206 new logos and saw increased partner influence in new transactions.
ARR reached $930 million, a 29% increase year-over-year (32% on a constant currency basis).
Total revenue was $241 million, up 32% year-over-year (33% on a constant currency basis).
Subscription revenue increased by 33% to $226 million, representing 94% of total revenue.
GAAP EPS was $0.05, and non-GAAP EPS was $0.18 on a diluted basis.
Revenue by Segment
Forward Guidance
Dynatrace is issuing guidance for the fourth quarter and raising guidance for full year fiscal 2022.
Positive Outlook
- Total revenue for Q4 Fiscal 2022 is expected to be $245 - $247 million.
- Subscription revenue for Q4 Fiscal 2022 is expected to be $230.5 - $232 million.
- Non-GAAP operating income for Q4 Fiscal 2022 is expected to be $51.5 - $53.5 million.
- Non-GAAP net income for Q4 Fiscal 2022 is expected to be $44 - $45.5 million.
- Non-GAAP net income per diluted share for Q4 Fiscal 2022 is expected to be $0.15 - $0.16.
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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