Dynatrace, Inc.

DT · NYSE · ·

对比

US$44.82-0.2%11月13日收盘

数据截至2026年9月30日，来自2026年11月3日提交的10-Q

1W: +3.2%
1M: -29.7%
3M: -8.8%

Dynatrace, Inc.（DT）股票——这是一门好生意吗？ — InspectStocks

Dynatrace, Inc.

DT · NYSE · ·

对比

US$44.82-0.2%11月13日收盘

数据截至2026年9月30日，来自2026年11月3日提交的10-Q

1W: +3.2%
1M: -29.7%
3M: -8.8%

Just reported

Q2 FY2027 results

From Dynatrace's results release of 2026年11月3日; its quarterly report has since been filed.

Revenue
Actual
US$579.9M
+17% y/y
+4.6% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$0.23
+21% y/y
+92% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$95.6M
+31% y/y
+34% q/q
Guided
—
No guide given

Company outlook

Q3 FY2027

EPS, adjustedUS$0.44 – US$0.45First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Dynatrace is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

精选
Data & AI software
由 InspectStocks 整理 · 15 companies
Software for storing, analysing and building applications on company data, including AI.
股价，1 年
-1.2%
营收，1 年
+30.5%
+9
A 7B 4C 2D 1F 1

Highest-graded in Software Application

Graded A or B and worth $2B or more: A first, then the largest.

All 219 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

怎么赚钱

Subscriptions for software-as-a-service, term-based licenses, and maintenance and support95%
Professional services5%

各项收入占比是对three months ended September 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Application Observability
Tracks how software applications perform, from the part users see through the underlying code and systems.
Digital Experience
Monitors how people experience websites and mobile applications, including by replaying user sessions.
Log Management and Analytics
Collects and analyzes computer-generated records of events to help teams understand what is happening in their systems.

再显示 3 项

AI Observability
Monitors the performance and behavior of generative artificial intelligence applications, large language models, and systems that use artificial intelligence agents.
Application Security
Finds security weaknesses in running applications and can detect and block attempts to exploit some of them.
Bindplane
Collects, filters, and routes system data, with tools to remove or protect sensitive information.

谁在买2

Large companies and public agencies, including businesses in banking, insurance, retail, transportation, and software, use Dynatrace to monitor their applications and technology systems.
Customers buy through Dynatrace's direct sales team or sales partners, including resellers and cloud providers, and usually pay for subscriptions.

靠什么支撑，什么会击垮它

业务依赖什么

1Delivering its software-as-a-service subscriptions depends on third-party cloud hosting.
2Sales and distribution depend in part on partners; one channel partner accounted for 10% of revenue (fiscal year ended March 31, 2026, high).

可能出什么问题

1Competition from monitoring, logging, security, and cloud vendors—and changing technology, including general-purpose artificial intelligence tools—could make it harder to win new customers or keep existing ones.
2Security breaches, software flaws, or interruptions to its hosted service or the cloud systems it relies on could disrupt customers and expose Dynatrace to liability or reputational harm.
3Long, unpredictable sales cycles and reliance on partners can affect when deals close and how the company reaches customers; one channel partner accounted for 10% of revenue (fiscal year ended March 31, 2026, high).

完整财务报表 →

关于Dynatrace, Inc.

Dynatrace software collects and connects data about applications, cloud systems, and the computers and networks they run on. Companies use it to find slowdowns, security flaws in running applications, and the causes of outages; the software can also automate some actions. Most customers pay recurring subscriptions. Annual recurring revenue (ARR), a measure of active subscription revenue at a point in time, was $2.207 billion (September 30, 2026, high).

总部: Boston, Massachusetts, United States
成立于: 2005 (founding year, medium)
员工人数: Approximately 5,600 (March 31, 2026, high)
上市于: NYSE
财年结束: March 31

基于 Dynatrace, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported