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Mar 31
Dynatrace Q4 2025 Earnings Report
Reports Fourth Quarter and Full Year Fiscal 2025 Financial Results
Key Takeaways
Dynatrace delivered a strong finish to fiscal 2025, exceeding the high end of guidance across all FY25 metrics. The company achieved 17% total revenue growth and 18% subscription revenue growth in Q4, both on an as-reported basis, and reported strong profitability and free cash flow.
Total ARR increased 15% year-over-year to $1,734 million.
Total Revenue grew 17% year-over-year to $445 million.
Subscription Revenue increased 18% year-over-year to $424 million.
Non-GAAP EPS was $0.33 for the quarter.
Dynatrace
Dynatrace
Dynatrace Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comService Revenue
CapyFin.com Forward Guidance
For the first quarter of fiscal 2026, Dynatrace expects total revenue between $465 million and $470 million and non-GAAP EPS between $0.37 and $0.38. For the full year fiscal 2026, the company anticipates total revenue between $1,950 million and $1,965 million, non-GAAP income from operations between $560 million and $570 million, and non-GAAP EPS between $1.56 and $1.59.
Positive Outlook
- Projected ARR of $1,975 - $1,990 million for FY26.
- Anticipated Total Revenue of $1,950 - $1,965 million for FY26.
- Expected Subscription Revenue of $1,865 - $1,880 million for FY26.
- Forecasted Non-GAAP income from operations of $560 - $570 million for FY26.
- Predicted Free Cash Flow of $505 - $515 million for FY26.
Challenges Ahead
- Guidance growth rates are rounded to the nearest percentage point.
- Guidance excludes the impact of any share repurchases during fiscal 2026.
- Reconciliations of forward-looking non-GAAP measures to GAAP are not available without unreasonable efforts.
- Variability of certain charges may have a significant and unpredictable impact on future GAAP results.
- Macroeconomic environment, global economic conditions, and geopolitical disruption could affect results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income