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
: Congrats on a really strong quarter. Rick, maybe to start with you. You spent a little bit of time in the prepared remarks talking about
generative AI being a tailwind to the platform. I guess I'm wondering from sort of a more holistic perspective, can you talk about the
long-term monetization strategy there? I mean what's -- how would we see it show up perhaps in ARR growth in the future?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: It does. Great. Then maybe just a quick one for Jim. The guidance commentary was super helpful. I guess the one other thing I was
wondering about is how are you thinking about sales capacity this year? I mean, normally, you've had a pretty programmatic view
on how you think about adding capacity, but just any color there would be helpful.
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: Congratulations on the results. I was wondering, Rick, if you could give us your perspective. The mix of business, certainly maybe
because of DPS, is becoming less APM-centric and more broadly diversified. Can you talk about that shift in the business and how
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: Congrats on the quarter. Rick, I want to ask you about the DXC and the Deloitte comment that you made. It seems like Dynatrace is
becoming part of the reference architectures. Do you see Dynatrace more and more becoming embedded for application development,
holistically impacting how applications are developed and how any changes to the application impacts the entire stack? And as that
evolves, does that kind of up levels the opportunity for Dynatrace?
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: Understood. I wanted to double-click on the DPS accelerant to ARR comment. Can you explain that? Is that largely driven by kind of
the higher expansion dynamics that you might be seeing? When do you see DPS start making an impact to ARR numbers? When do
we see that over the next 2, 3 years?
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