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: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Great. Great quarter, and we're going to give you a good job outlining all the product advantage, certainly a lot to look forward to there.
What struck me in your comments, you mentioned stepping up hiring in the second half. That's sounded bullish to us, given sort of what you guys
talked about on the call. With unchanged macros out there, I guess maybe just double click on what gave you the confidence to reinvest in the
business now.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: That sounds good. Maybe just one other quick one. In the sort of unchanged macros, curious, you guys aren't necessarily tied to consumption as
much as others. But curious what you saw on kind of the cloud optimization trends within your customer base? I know it's been an ongoing debate
with hyperscalers. But curious what your customers are saying on kind of the optimization side.
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: I just wanted to double click on the strength in ARR performance this quarter. Maybe talk about what drove that. Were there any pushouts from
Q1 that helped -- anything to call out in terms of federal budget process studies. So anything that would help?
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: Understood. One for Rick. On logs on Grail, cost has been an issue in general in the industry around log analytics for customers. What has been the
customer feedback on pricing for log analytics on Grail? And maybe touch on the pipeline for logs on Grail from the second half and if you're seeing
any kind of impact from the recent acquisitions in the industry kind of starting to help at least in the conversations, if not, in deal closures.
Question: Jacob Roberge - William Blair & Company L.L.C., Research Division - Analyst
: Congrats on the great results. Just wanted to follow up on the 300 customers that you referenced for the logs on Grail. What did initial landing
sizes look like for those deals? And then are those deals still largely on the expansion front? Or have you actually started to see Grail drive any new
logos to the platform?
Question: Jacob Roberge - William Blair & Company L.L.C., Research Division - Analyst
: Okay. Very helpful. And then could you give us some more color on the growth you're seeing in that GSI segment? And how big those practices
are today from a Dynatrace trained head count perspective? Just compared to where they were 2 or 3 years ago when you actually started that
motion.
And when we think about partners like Kyndryl, Accenture, Deloitte and DXC, what are some tangible differences about those relationships versus
some of the other GSIs you're working with?
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NOVEMBER 02, 2023 / 12:00PM, DT.N - Q2 2024 Dynatrace Inc Earnings Call
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