)
Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Dynatrace (DT) investor relations material
Dynatrace Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Nov, 2025
Executive summary
Achieved annual recurring revenue (ARR) of $1.9 billion as of Q2 FY26, up 17% year-over-year, with subscription revenue up 18% to $473 million and total revenue up 18% to $494 million.
Exceeded guidance across all key metrics, raising full-year outlook for ARR, revenue, and operating income, driven by strong demand for AI-powered observability and multi-cloud tool consolidation.
Strategic partnerships with ServiceNow, Atlassian, and GitHub are advancing autonomous IT operations and expanding platform reach.
Recognized as a leader in observability and AIOps by major analysts, with 15 consecutive years as a Gartner Magic Quadrant Leader and AWS Generative AI Competency.
Expanded platform capabilities with innovations in AI, security analytics, and developer observability.
Financial highlights
Q2 FY26 total revenue was $494 million, up 18% year-over-year; subscription revenue was $473 million, up 18%; service revenue was $20.8 million.
Non-GAAP operating margin was 31% for Q2; GAAP operating margin was 15%; non-GAAP net income per diluted share was $0.44.
Free cash flow for the quarter was $27.8 million (6% margin); trailing 12 months free cash flow was $473 million (26% of revenue); pre-tax free cash flow margin was 32%.
Gross margin for the quarter was 82% GAAP and 84% non-GAAP; subscription gross margin was 86%.
Net income for the quarter was $57.2 million, up from $44.0 million a year ago; net income per diluted share was $0.19.
Outlook and guidance
FY26 ARR guidance raised to $2,010–$2,025 million (14–17% growth); total revenue guidance increased to $1,985–$1,995 million (15–17.5% growth).
FY26 non-GAAP operating margin expected at 29%; free cash flow margin at 26%; non-GAAP EPS guidance raised to $1.62–$1.64 per diluted share.
Q3 FY26 revenue guidance: $503–$508 million; subscription revenue: $481–$486 million.
Foreign exchange expected to be a $38 million tailwind on ARR and $34 million on revenue for FY26.
Management plans continued investment in innovation, R&D, and go-to-market strategies to drive long-term value.
Detail partner impact on 7-figure deals
Explain DPS licensing model's strategic benefits
Future share repurchase program impact on EPS
How does Dynatrace ensure trust for autonomous ops?
What drives the timing variability of large deals?
Consumption growth vs. ARR/revenue convergence?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Dynatrace earnings date
Global Technology, Internet, Media & Telecommunications Conference 202518 Nov, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage