The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: Congratulations on the quarter. John, I'm curious to get your thoughts at a high level as you try to scale the business to its true
potential, where it should be multiples of billions of dollars. How do you think about the broader commercialization of the Dynatrace
platform, whereby today, you've got a business model that is relatively high air speed relative to where the industry is operating. At
what point do we start to see a thinning out, if you will, of deals, landing points, so you're able to target a multiple of the 3,000
customers that you have?
So generally, infrastructure software companies that are very successful at scale have a customer base of tens of thousands. So as
you think about the company's strategy longer term, how do you think -- how the landing points and how the commercial sales
channel that is able to target a much wider user base, granted that you do extremely well, and you have very high concentration of
your modules across 3,000 customers? How do you make this even more mainstream?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Congrats on the quarter and also congrats on the 2-year mark of the IPO. It seems like 2 years have gone fast, but I think we have a
lot to look forward to in the future here. So congrats on both those milestones. Obviously, the success that you're having, John, you
just alluded to customers with 3 or more modules spending over $500,000. And I know historically, you've said I think your overall
base monitor is like 15% to 20% of their applications. But as you really move into full stack monitoring, full stack observability, is
there a different way to think about penetration in these customers beyond just the number of apps monitored?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Got it. And then as we sort of look forward to the federal year-end, it was great to see you were awarded the AWS Government
Competency along with your prior FedRAMP authorization. Can you remind us of what your exposure is to Fed spending? And how
do you think about that into sort of your guidance in terms of like what sort of expectations you have on federal this year?
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JULY 28, 2021 / 12:00PM, DT.N - Q1 2022 Dynatrace Inc Earnings Call
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