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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Dynatrace (DT) investor relations material
Dynatrace Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Market environment and industry trends
Macro environment remains stable, with significant capital deployment in data centers and steady enterprise software spend.
Industry has shifted from siloed solutions to consolidated, end-to-end observability platforms due to increased complexity and AI-driven workloads.
Observability is now a strategic priority for large enterprises, validated by increased interest from major industry players and CIOs.
AI and generative AI are driving an explosion in workloads, making observability more critical and complex.
The convergence of application security and observability is seen as inevitable, though buyer profiles differ.
Product evolution and differentiation
Platform has evolved to a third-generation architecture, highlighted by the Grail data lakehouse and AI-powered Davis platform.
Grail enables integrated storage and analysis of logs, traces, metrics, and user data, supporting both on-prem and cloud environments.
Log management has become the fastest-growing segment, scaling from single-digit millions to nearly $100 million in annual consumption within a year.
Differentiation centers on delivering precise, causal answers rather than correlations, enabling trustworthy autonomous actions.
End-to-end observability is structured across integrated data, domain, and persona layers, supporting automation and broad user access.
Go-to-market and pricing strategy
Go-to-market was restructured in early 2024 to focus on large, strategic accounts, resulting in a 45% YoY pipeline increase and 53% growth in seven-figure deals.
Transitioned from SKU-based to platform subscription pricing (DPS), now covering 70% of ARR and over 50% of customers.
DPS model simplifies access to all platform features, driving rapid adoption of new modules like log management.
Overage charges are not punitive; focus is on long-term ARR growth rather than short-term upsell pressure.
Accounting changes have smoothed revenue recognition for on-demand consumption, reducing metric volatility.
How will consumption growth translate to ARR growth?
Dynatrace's 'answers, not guesses' differentiator
Strategic GTM & DPS impact on large accounts
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Next Dynatrace earnings date
Q3 202629 Jan, 2026
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Frequently asked questions
Empowering enterprises to overcome complex software challenges
Dynatrace is a leading software intelligence company that specializes in monitoring and managing the performance of complex software environments. It provides an all-in-one platform that helps organizations gain real-time insights into their digital ecosystems, enabling them to optimize performance, enhance customer experiences, and drive business outcomes.
The core business model of Dynatrace revolves around offering a comprehensive monitoring solution that spans across cloud infrastructure, application performance, user experience, and business analytics. Its platform utilizes advanced artificial intelligence (AI) and machine learning (ML) algorithms to automatically detect anomalies, identify root causes of issues, and provide actionable insights for proactive problem resolution.
Growing together with digital transformation
One of the main opportunities for Dynatrace lies in the growing demand for cloud-native and hybrid cloud environments. As organizations increasingly adopt cloud technologies and migrate their applications to the cloud, the complexity and scale of their software systems escalate. This presents an opportunity for Dynatrace to provide its monitoring and observability solutions to help businesses effectively manage their dynamic and distributed architectures.
Another opportunity for Dynatrace lies in the rapid expansion of the digital transformation market. As more companies embrace digital initiatives, the need for end-to-end visibility and performance optimization becomes crucial. Dynatrace's platform enables organizations to monitor and optimize their digital services, improving customer experiences and driving operational efficiency.
A competitive industry
However, Dynatrace also faces certain challenges. The market for software intelligence and application monitoring is highly competitive, with several players offering similar solutions. Three listed peers of Dynatrace in this space include:
New Relic: A software analytics company that provides monitoring and observability solutions for modern software architectures. Its platform enables businesses to gain insights into application performance, user experience, and infrastructure monitoring.
Datadog: A cloud monitoring and analytics platform that helps organizations monitor their infrastructure, applications, and logs. It offers real-time visibility into the performance of cloud-based systems and provides insights to optimize performance and troubleshoot issues.
Splunk: A data analytics and monitoring platform that enables organizations to collect, analyze, and visualize machine-generated data. It offers a range of solutions for monitoring IT infrastructure, security, and business operations.
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