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Mar 31, 2025
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.
Revenue by Segment
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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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