Sunday, November 1, 2026
ExploreSearch
Via News
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
Source document· February 9, 2026

Dynatrace Q3 Earnings Call Highlights

View original at finance.yahoo.com
Dynatrace Q3 Earnings Call Highlights Dynatrace logo Key Points Dynatrace beat guidance across every metric in Q3, reporting ARR of $1.97 billion (+16% YoY), $515 million in revenue (+16%), $75 million of net new ARR, a 30% non‑GAAP operating margin, and it raised full‑year guidance aiming to surpass $2 billion in ARR…
Opening lines of the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Dynatrace has substantially completed its prior $500 million repurchase program announced in May 2024

    80% confidence

  • Q3 net new ARR of $75 million was well above expectations

    80% confidence

  • Logs is the company's fastest-growing product category

    80% confidence

  • The average opportunity per enterprise customer could reach $1 million or more over the medium to long term

    80% confidence

  • Trailing 12-month free cash flow includes over 600 basis points impact related to cash taxes

    80% confidence

  • Gross retention remained in the mid-90s

    80% confidence

  • Logs consumption growth was over 100% year over year

    80% confidence

  • Observability is becoming increasingly critical in delivering reliable software and AI

    80% confidence

  • Average ARR per customer is now nearly $500,000

    80% confidence

  • Nearly all seven-figure end-to-end observability deals include logs

    80% confidence

  • Dynatrace Intelligence is the industry's first agentic operations system built for modern software ecosystems

    80% confidence

  • The combination of Grail, Smartscape, and AI enables trustworthy, deterministic AI alongside agentic AI for reliable, autonomous outcomes

    80% confidence

  • Non-GAAP operating margin outperformance was mostly revenue upside flowing through to the bottom line

    80% confidence

  • Annualized logs consumption has now surpassed $100 million

    80% confidence

  • Average ARR per new logo was over $160,000 on a trailing 12-month basis

    80% confidence

  • The combination of a logs strike team and maturing selling motion should make logs an ongoing source of significant ARR growth

    80% confidence

  • Dynatrace has delivered a stabilization of ARR growth at 16%

    80% confidence

  • The new $1 billion share repurchase program reflects management's confidence in long-term opportunities and belief that shares are undervalued

    80% confidence

  • Expansion opportunity within the installed base is not even close to being exhausted

    80% confidence

  • Dynatrace Intelligence is embedded in the platform, not sold as a separate SKU, and is available to every customer today

    80% confidence

  • Average land size was over $200,000

    80% confidence

  • Dynatrace expects to have its first full three-year cohort classes under DPS licensing model in fiscal 2027, which could help drive an inflection in net retention

    80% confidence

  • Investors should expect roughly one-third new logo and two-thirds expansion in the near term

    80% confidence

  • Dollar-based net retention rate was 111% for the third straight quarter

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Agentic AI Goes Operational: Platform Governance, Local Silicon, and the Physical-AI Data Race
In mid-to-late October 2026, enterprise vendors (Cisco, Fortinet, ServiceNow, Intuit, Salesforce/Braze, Adobe) shipped agent governance, AI security and AI-driven customer engagement products, while a parallel hardware wave (NVIDIA RTX Spark laptops, ASUS, Apple's iPad mini, Microsoft's hybrid local/cloud Windows) pushed AI onto local devices. A third strand, physical AI (Encord, Harvest Praxis, Hesai), argues that real-world sensor data and cheaper edge chips are the next bottleneck. The common thread is the shift from AI experimentation to governed, scaled deployment, with Salesforce's Braze acquisition showing consolidation and fintech players like Intuit tying AI to trusted financial data. The facts support a broad industry theme but contain little direct finance or regulatory evidence, so the AI-finance angle is thin.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,995
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,995 facts checked against source5,532 source documents archived
Query this data → isubstrate.com
Dynatrace Q3 Earnings Call Highlights — Source | Via News | Via News