Dynatrace Inc Q3 2023 Earnings Call Summary

Edited Brief of DT.N earnings conference call or presentation 1-Feb-23 1:00pm GMT

...A. Overview: Strong 3Q23 results solidly beat expectations on the top and bottom line. 1. 2. Adjusted ARR growth and constant-currency subscription revenue growth were both 29% YoverY. 3. Non-GAAP operating margin was 27%. 4. Free cash flow margin on trailing 12-month basis was 27% of revenue. 5. Results continue to demonstrate Co.'s ability to run a balanced business that delivers high growth, coupled with strong bottom line performance. a. They are a testament to: i. Strength of the market. ii. Significant customer value of Co.'s platform. iii. Ongoing durability of Co.'s business model. B. Market Environment: Market opportunity has never been stronger. 1. 2. Recently conducted an independent global survey of 1,300 CIOs and senior DevOps managers. 90% indicated that digital transformation within their organization has accelerated in past 12 months. a. b. They also said that their DevOps teams spend on avg. over 30% of their time on manual tasks involving code quality issues and security...

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