Dynatrace Inc at Canaccord Genuity Growth Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Kevin, perhaps you can start us off with a quick overview. For those that are less familiar, what does Dynatrace do and what kind of customers can use your software?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Thanks. That's a great overview. So you reported fiscal Q1 last week. What are some key things that are on your mind following the report, any common threads in your conversations with investors? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 10, 2022 / 4:00PM, DT.N - Dynatrace Inc at Canaccord Genuity Growth Conference

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Thanks for that. So looking ahead, how do you see those building blocks working together of the net expansion, high initial lands and the new logo growth?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Well, I just want to touch quickly on logging. So you mentioned strength in APM and infrastructure, leasing some updates to that product in the next few quarters. So what are you hearing from customers to drive that road map? And how do you think that will be differentiated?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Right. So now let's tie that into security and cloud automation. Does the logging piece enhance that? And then how do -- like all this -- how does all this complement observability, does it bring new users and new data to the platform?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Right. So in order to support all of this innovation and growth, you have to keep building out the team. Rick is now 9 months in, taking over for John, you're going to be retiring at the end of this calendar year. So what does Dynatrace done in the past doing now to build superstructures to scale the team and then how are the right pieces in place now for growth in the future?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Right. So just to touch again on macro, some changes there, but how does your operational rigor allow you to be nimble during this uncertain time?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : You mentioned investing in go-to-market, you've been leaning on the channel more. And so whether it's a great relationship with Deloitte or a great relationship with every public cloud, how can that create leverage for you? And then what's been most exciting there?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : All right. So we're about 20 minutes in. I want to make sure if we have any questions from the audience, they can ask them. Unidentified Participant (inaudible)

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Do we have any others? Sure. Unidentified Participant (inaudible)

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Sure. Unidentified Participant You've got the in-house sales and now you're going with GSIs. (inaudible) that become very hard to manage?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : Okay. If we don't have any others, I'll jump back in for a bit. So you mentioned the Global 15,000 is the historic focus. We've seen that observability can be useful to companies of many sizes. So have you given thought to expanding that at all? And then if you did, how might you do that?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : It makes a lot of sense. We'll just do -- we'll do one more. So pricing has evolved in the observability space over time. You have consumption, subscription, users, applications and log ingestion. So what are you hearing from customers in terms of their sensitivity to different pricing models? And is there 1 that they prefer over another?

Question: William Kingsley Crane - Canaccord Genuity Corp., Research Division - Analyst : All right. Thanks, Kevin. That's really all the time that we have. So thanks again, and thanks, everyone, for attending.