Bhavan Suri -- William Blair and Company -- Analyst. Benzinga does not provide investment advice. So, one of the things that they get confused on is that sometimes they think Dynatrace and other firms like Google are kind of like an either/or decision. There are two ARR growth drivers in our business. So, from a competitive landscape perspective, we haven't seen much change, honestly, since we last talked. Ashburn: Startup Is Changing the Way People Retire, Apartment Investment Completes Separation Into Two Companies, The stock market flashes a major new sell signal: BofA survey. John? Dedicated to both the professional and the average traders, IN offers timely, trusted and relevant financial information for virtually every investor. And I guess I think on the roadshow, you guys talked about maybe 5% of the industries is currently monitoring their apps. For the fiscal year, we are increasing ARR guidance to a range of $550 million to $555 million, representing year-over-year growth of 36% to 38%. Nearly every new customer win is precipitated by the realization that their cloud program is disrupting their ability to keep up with the accelerating complexity of the ecosystem supporting their digital transformation. 173 Views. "I can remember having a five-course filet mignon dinner in Omaha for 60 cents when I was a little boy. Let me now turn to four major advancements made in our fiscal Q2. Over time, we believe Digital Business Analytics will extend our total addressable market by several billion dollars as we enter the $24 billion analytics and business intelligence market as defined by Gartner. All statements other than statements of historical fact are forward-looking statements, including statements regarding management's expectations of future financial and operational performance and operational expenditures; expected growth and business outlook, including our financial guidance for the third-fiscal quarter and full year 2020. Dynatrace reported earnings of $0.10 per share in the same quarter last year, which would suggest a positive year over year growth rate of 30%. That's helpful. Find the latest Earnings Report Date for Dynatrace, Inc. Common Stock (DT) at Nasdaq.com. Stock Advisor launched in February of 2002. ( 107,735 followers) Dynatrace, Inc. (NYSE: DT) Q1 2020 Earnings Conference Call. If you John, if you've like a lot of the questions on the call were obviously around like product and how --observability because you have so many different players. So, we have a healthy sort of new logo expansion going on in the company, and that's even with a little bit of distraction in our sales organization on the conversions, which we figure is taking about maybe 20% of their time right now until that's behind us. WALTHAM, Mass.-(BUSINESS WIRE)-Dynatrace Holdings LLC, today announced that it has filed a registration statement on Form S-1 with the … GE’s stock jumps after two Wall Street analysts raise their targets by more than 40%, Berkshire's Charlie Munger Warns Against Market Frenzy, Expects Lower Returns In Next Decade, Bank of America Flags Sell Signal for Stocks as Investors Rush Out of Cash, Dow Jumps 330 Points As Apple Rallies; McConnell, Pelosi To Meet On Stimulus Deal, Warren Buffett's 6 tricks to teach kids about money, IRS is ‘setting the trap’ for bitcoin and virtual currency investors on 2020 tax form. See you at the top! Thank you, everyone. For the quarter, as expected, Classic license revenue was down to $2.7 million and represented only 2% of our quarterly revenue as we wind these products down. Let me finish by highlighting the expansion of our Dynatrace platform itself, which we believe will further improve our ability to win new customers, expand with existing customers and incent Classic customers to convert to Dynatrace. Luminar Technologies Inc. stock dropped more than 13% on Tuesday, extending the lidar-sensor company's losing streak to a fifth consecutive session, as word that Mobileye plans to make its own sensors reached investors. Well, today, I would say that from the sort of -- if you're asking what's the order of magnitude of the monetization, I'd say that it's in the sort of a 10% of sort of host unit, maybe probably not $1 per $1 with DEM. You obviously announced a new product. As a result of these changes, total gross margins have increased, as I just mentioned. The current portion of RPO, which we expect to recognize as revenue over the next 12 months, was $380.5 million, an increase of 70% year over year. Open a support ticket or view your previous tickets for help with Dynatrace, NAM, AppMon, or Synthetic Classic. In addition to adding new modules to the Dynatrace platform, we continue to extend existing platform capabilities as well. You offer a separate SKU there, obviously. Brokerages expect Dynatrace, Inc. (NYSE:DT) to post $0.13 earnings per share (EPS) for the current quarter, according to Zacks Investment Research. That's an interesting one as well. [Operator instructions] Your first question will come from the line of Sterling Auty of JPMorgan. Are You Missing Out on the Market’s Biggest Gains? That's great. Many of our plans provide three primary care visits in Virginia at no additional cost to you. We are very pleased with the company's performance in the second quarter, which resulted in financial results and were better than our topline and bottomline guidance. Considering the fact that the majority of applications at our customers still lack instrumentation, we continue to expand our value proposition and use cases, as John discussed earlier, and our enterprise customers continue to expand their portfolio of cloud-based applications as they digitally transform their business. IN is an Issuer Direct brand, to learn more or for the latest financial news and market information, visit www.investornetwork.com. One of the most powerful brought to market in Q2 was a doubling of capacity of a Dynatrace cluster, which now scales to 50,000 hosts per cluster. Clearly, the analytics AI engine will sell because it has a name Davis, so we'll just leave it at that. 11/17 08:00. We will continue to confirm this net expansion rate on a quarterly basis, and we plan to share this actual net extension value at the end of the fiscal year. But the stock market is signaling optimism about the U.S. economy in 2021, experts say. And we also added support for the clustering of clusters, including cross-cluster distributed tracing or scalability without limits. The other modules are what we've talked about is expand plays and the cross-selling into the infrastructure-only hosts, which we consider also part of logs going to that offering for us. Maybe touching on one other product, the DEM, obviously. It really is a tribute to our world-class engineering led by Bernd Greifeneder, our CTO and Founder, and the next-generation architecture he and his key architects reimagined five years ago. Davis' ability to provide precise root cause problem identification for faster decision-making, greater optimization of IT resources and better business outcomes led to the selection of the Dynatrace software intelligence platform. Good afternoon and thank you for joining us today to review Dynatrace's second-quarter fiscal 2020 financial results. Is Pfizer Stock A Buy After FDA Authorizes Its Coronavirus Vaccine? Blink Charging signed a deal expanding its charging network as an auto trade group backed a range of EV incentives. Yahoo. I'm focusing on product just today, as you can tell, but the new Digital Business Analytics module obviously sounds really interesting. The first is new logo customers, and the second is our Dynatrace net expansion rate. Q2 2020 Dynatrace Inc Earnings Call 10/30/2019 05:00 PM (EDT) DT. ( 108,061 followers) Dynatrace, Inc. (NYSE: DT) Q4 2020 Results Earnings Conference Call. Please keep in mind that we received $265 million from the mainframe business pre-IPO and that these funds are being used to pay the federal and state taxes related to the spin. We continue to build on our track record of rapidly expanding with customers once they are on the Dynatrace platform. But as you pointed out, we see them extremely complementary. But still early days, and there's still a lot of headroom just on that application side before you even get to the cross-sell into additional ITOM use cases. And I'm really excited about where we are in a competitive position at the right time in the market as this transition to enterprise cloud and the dynamism of these orchestrated workloads -- microservices workloads really hit production at a high level. For the third quarter, we expect total revenue to be in the range of $137 million to $138 million, representing year-over-year growth of 19% to 20%. I wanted to go back to some of the earlier conversation in the prepared remarks about big digital transformation project as an opportunity for Dynatrace to come in and really help customers execute on their vision with moving applications into the cloud and then having the sophistication to manage and monitor those applications. The Dynatrace platform's automatic install, self-learning baselining and in-product chat enabled the company to meet a tight time frame for implementation for its new applications and underlying enterprise cloud. As we are still in the early innings of Dynatrace adoption, most of our expansion is driven by customers deploying our platform into new application stacks. We use that to expand. As a result, all of our ARR expansion is either product expansion or adding new logos to the business. Our next question will come from the line of Heather Bellini of Goldman Sachs. It's just that you've sort of forgotten about the fact that they all got swallowed up a handful of big players and turned into sort of suites of tooling. As of September 30, we had cash and cash equivalents of $211.7 million, and our long-term debt was $569.8 million. To receive updates for this company you can register by emailing info@investornetwork.com or by clicking get investment info from the company's profile. Kevin? Is the stock a buy now? Got it. Our attach rate's up considerably over a year ago and the scale-out of the digital experience module continues to get great traction in our customer base. And with this, the appreciation of understanding user experience has climbed dramatically. I guess as you think about that, just an update on what you're seeing there as people have come back sort of out of DMPs, especially their transition to the cloud. That's translated at time of conversion to about $123 million on to the Dynatrace platform. We believe Dynatrace's financial profile is highly unique, including meaningful scale, strong growth, healthy profitability and cash flow. A large U.S.-based consumer products company that completed a seven-figure expansion just five months after their initial land purchase of the Dynatrace platform. And we are actively working with the remaining customers on conversion programs and timelines. "Frenzy is so great, and the systems of management, the reward systems, are so foolish," he added. But for us, and you start thinking into enterprise-class customer, that's a pretty modest bite to start with. So, from a conversion standpoint, the new platform is extremely sticky. And we've been talking about the fact that the cloud will disrupt everything, and that's why we reinvented our platform for this moment. Good question. After prepared remarks, we will open up the call for a question-and-answer session. Here's what the stock market is predicting for 2021, Dow Jones Falls After Trump Makes Stimulus Demand, Nio Stock Down Again, Blink Charging Signs New Deal As Auto Giants Back EV Incentives. But the news didn't immediately help Pfizer stock. Sure. Obviously, we have an expanding sales organization, so that certainly helps. Find the latest Dynatrace, Inc. (DT) stock quote, history, news and other vital information to help you with your stock trading and investing. What we see in our world, as you know, we land with APM sort of as a core strength, the application, user-experience segments. The remaining 20% of our ARR relates to our Classic offering. September 4, 2019 5:00 P.M. Consistent with prior quarters, a majority of these customers continue to be net new logos to our business. All rights reserved. What I was alluding to as far as integrations with some of these other solutions that the business side of the house utilize day to day, I'm alluding to the sort of tighter integration with some of these other tools like a Google, where they're complementary with each other and brought together and connected, they can be a lot more powerful than each one sort of separate on their own. Gartner’s 2020 Magic Quadrant for Application Performance Monitoring. You talked about the digital experience, seeing attach rates ticking up. Dynatrace is an American technology company that produces a software intelligence platform based on artificial intelligence to monitor and optimize application performance and development, IT infrastructure, and user experience for businesses and government agencies throughout the world.. Now let me turn to our guidance, which has been increased due to the strength of our second-quarter results, combined with our continued positive outlook and the momentum of our business. https://www.investornetwork.com/event/presentation/68803, https://www.accesswire.com/612478/Dynatrace-Inc-to-Host-Earnings-Call. We continue to win against all competition in that area and as evidenced with the new logo growth as we go forward. And as we talked about before, we target the global 15,000 enterprises. But now we see the workloads starting to hit the cloud platforms at an accelerated rate. The use cases are wider. Thanks, Michael. And we continue to increase the value of our platform, driving better business outcomes with things like user experience capabilities, and as I noted in my comments earlier, Digital Business Analytics. Tesla Inc. Chief Executive Officer Elon Musk, a friend of Ellison’s, said last week that he had left California for Texas. I'll start by providing a more detailed review of our second quarter performance, and then I will finish with our outlook for the third quarter and increased full-year guidance. It's about assuring better business outcomes by adopting measure by user experience, conversion rates, increased revenue or enhanced brand loyalty. During this call, we'll make statements related to our business that may be considered forward-looking within the meaning of Section 27A of the Securities Exchange Act of 1933, as amended, and Section 21-E of the Securities Exchange Act of 1934, as amended. The reason people come to us for the infrastructure-only host extension is because once they get the hang of the value of our integrated AI engine, Davis, they realize that to see that live topology all at once and have it all sort of monitor 24x7 by an intelligent assistant, it makes their life so much easier across a much wider landscape. Your counsel, guidance and support have been invaluable to our success. A couple of years ago, there was a low demand for digital experience as everybody were just standing up their clouds and they were spending more time just trying to figure out how to make the infrastructure itself work and try to get it in shape for business-critical workloads. "We're in very uncharted waters. We continue to be cash flow positive on an operating basis while investing across the board in growth. Edited earnings call transcripts of Dynatrace Inc (DT) stock These are the electric car stocks with the best value, fastest growth, and most momentum for Q1 2021. The Oracle of Omaha even made his own cartoon to help the next generation learn. Circling back to total ARR. Ellison is the main employer of Lanai’s 3,000 residents. On the one hand, technological changes impact businesses, but on the other hand, Berkshire owns the Burlington Northern railroad. 23 hours ago Dynatrace Open Q&A. 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