Dynatrace (DT) Q1 2027 Earnings Call Transcript

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DATE

Wednesday, Aug. 5, 2026 astatine 8:00 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer - Rick McConnell

• Chief Financial Officer - Jim Benson

• VP of Investor Relations - Noelle Faris

Full Conference Call Transcript

Operator: Greetings, and invited to the Dynatrace First Quarter Fiscal 2027 Earnings Conference Call. [Operator Instructions] Please note, this league is being recorded. I volition present crook the league implicit to Noelle Faris, VP of Investor Relations. Thank you. You whitethorn begin.

Noelle Faris: Good morning, and convey you for joining Dynatrace's First Quarter Fiscal 2027 Earnings Conference Call. Joining maine contiguous are Rick McConnell, Chief Executive Officer; and Jim Benson, Chief Financial Officer. Before we get started, delight enactment that today's comments see forward-looking statements specified arsenic statements regarding revenue, net guidance and economical conditions. Actual results whitethorn disagree materially from our expectations owed to a fig of risks and uncertainties discussed successful Dynatrace's SEC filings, including our astir caller yearly study connected Form 10-K and consequent quarterly reports connected Form 10-Q. The forward-looking statements contained successful this telephone correspond the company's views connected August 5, 2026.

We presume nary work to update these statements arsenic a effect of caller information, aboriginal events oregon circumstances. Unless different noted, the maturation rates we sermon contiguous are year-over-year and non-GAAP, reflecting changeless currency maturation and per stock amounts are connected a diluted basis. We volition besides sermon different non-GAAP fiscal measures connected today's call. To spot reconciliations betwixt non-GAAP and GAAP measures, delight notation to today's net property merchandise and supplemental presentation, which are some posted successful the Financial Results conception of our IR website. And with that, fto maine crook the telephone implicit to our Chief Executive Officer, Rick McConnell.

Rick McConnell: Thanks, Noelle, and bully morning, everyone. Thank you for joining america today. On our past net telephone successful May, we expressed assurance that the maturation drivers we enactment successful spot would thrust a twelvemonth of ARR acceleration successful fiscal 2027. The spot we saw crossed the concern successful Q1 reinforces our condemnation and quality to present this outcome. Here are a fewer of the noteworthy highlights from the quarter. Total ARR grew 17%. Net caller ARR was $85 million, increasing 66% and 41% organically. We achieved grounds caller logo maturation of much than 160%. Both full and subscription gross exceeded the precocious extremity of our guidance.