Dynatrace Inc
DT
$44.45 0.32%
Exchange: NYSE | Sector: Technology | Industry: Software Application
Q3 2025
Published: Jan 30, 2025

Earnings Highlights

  • Revenue of $436.17M up 19.5% year-over-year
  • EPS of $1.19 increased by 764.3% from previous year
  • Gross margin of 81.1%
  • Net income of 361.75M
  • ""We believe that an AI-powered observability platform with sophisticated analytic and automation capabilities is vital in providing the visibility needed for software to work perfectly."" - Rick McConnell
DT
Dynatrace Inc

Executive Summary

Dynatrace Inc (DT) recorded significant growth in Q3 2025, reporting total revenue of $436 million, a 20% increase year-over-year, exceeding guidance expectations. Subscription revenue alone rose by 21%, driven primarily by the company's innovative AI-powered observability platform that caters to the growing demand for cloud modernization solutions. The company achieved an annual recurring revenue (ARR) of $1.65 billion, reflecting an 18% growth year-over-year and demonstrating strong customer retention with a net retention rate of 111%. This quarter was further distinguished by a monumental tax benefit stemming from a strategic IP transfer, leading to a substantial net income of $361.75 million, representing an impressive growth of 747.37% from the prior year. Management highlighted strong customer feedback and demand across various sectors, positioning Dynatrace advantageously within the technology market.

Key Performance Indicators

Revenue
Increasing
436.17M
QoQ: 4.31% | YoY: 19.47%
Gross Profit
Increasing
353.61M
81.07% margin
QoQ: 3.90% | YoY: 18.97%
Operating Income
Increasing
47.46M
QoQ: 0.93% | YoY: 32.88%
Net Income
Increasing
361.75M
QoQ: 722.01% | YoY: 747.37%
EPS
Increasing
1.21
QoQ: 706.67% | YoY: 764.29%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 493.85 0.19 +18.1% View
Q1 2026 477.35 0.16 +19.6% View
Q4 2025 445.17 0.13 +16.9% View
Q3 2025 436.17 1.19 +19.5% View
Q2 2025 418.13 0.15 +18.9% View