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: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Rick, a two-parter for you on the Deloitte partnership and then a quick follow-up for Kevin. Just on Deloitte, curious what kind of RFP process went
into that. I mean, I know they're a customer, so maybe that was enough for them. But talk a little bit about why they landed on Dynatrace.
And then part two of the question is just, in your experience, does this make it more or less likely that other SIs will kind of consolidate and build
practices around Dynatrace, right? Like I don't know if they're fast followers in that industry or if they'd actually prefer to have some sort of
differentiated offering? Any thoughts along those lines would be helpful.
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Okay. And then Kevin, the follow-up for you. Can you quantify the tax refund? And then confirm, has that already been received in fiscal '23?
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: Congrats on a fantastic finish to your fiscal year. Rick, I'm curious to get your perspective on customer conversations. Given that your customers
presumably have labor shortage, supply chain shortage, inflationary pressures, how are they prioritizing Dynatrace? And what do those ROI
conversations look like, especially since you've had 1.5 months or so after the quarter ended? Are there -- is there any change in the tone of how
Dynatrace is being prioritized? And I have a follow-up question for Kevin.
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: Kevin, congratulations on your retirement. I was wondering if I could get your perspective on the quality of the customer base kind of exposure to
unprofitable tech companies, if you will, that is somewhat material -- not your company, for certain other companies and the risk factors associated
with collectibility, ongoing business conditions for certain aspects of your customer base that may be impacted by the recession.
Maybe we're starting to see some negative effect. But maybe you're more insulated. But any statistics you can throw with respect to the diversification
of your customer base or industry verticals and the quality of their own financials that can give you more conviction that those pressures are not
an issue for you guys.
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MAY 18, 2022 / 12:00PM, DT.N - Q4 2022 Dynatrace Inc Earnings Call
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: Got it. It's absolutely well appreciated. I was more curious about your customers and their profitability and they're going to renew contracts. But I
think Kevin covered that.
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