Dynatrace Inc Q2 2020 Earnings Call Transcript

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

Question: Matthew Melotto Parron - JP Morgan Chase & Co, Research Division - Analyst : This is Matt on for Sterling. Congrats on the quarter. So the first question is just wanted to kind of get a sense of the traction that you're getting from customers that are buying those 3 main solutions of the APM infrastructure and logging. And the follow-up is just in regards to pricing structure in logging, how do you guys feel about that given where Datadog is and also, the changes being made at Splunk?

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Congrats on the quarter. Certainly, seeing ARR accelerate at scale is impressive, and I think in your prepared remarks, you're clearly having success converting Classic customers. But I guess on the new customer front, can you talk about what percentage of those are greenfield wins versus competitive displacements?

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : That's great. And then seeing the net expansion north of 120% is great. And I guess I think on the roadshow, you guys talked about maybe 5% of the industries is currently monitoring their apps. Kind of I guess I'm wondering, when you look at some of your more sophisticated customers, do you have a sense for sort of what percentage of their apps are being monitored?

Question: Jennifer Alexandra Swanson Lowe - UBS Investment Bank, Research Division - Analyst : I wanted to go back to some of the earlier conversation in the prepared remarks about big digital transformation project as an opportunity for Dynatrace to come in and really help customers execute on their vision with moving applications into the cloud and then having the sophistication to manage and monitor those applications. And given that there's a lot of players usually involved in those types of digital transformation projects, be it SIs or hyperscalers or other platform solutions, I'd just be curious where in the process Dynatrace comes into those types of transactions. And are there any relationships that help you get in the door to discover where those opportunities exist?