NYSE$DT
Dynatrace Inc · Q1 2022 earnings
Q1 2022 earnings · · Investor relations
Briefing
Dynatrace exceeded guidance across all key metrics, driven by ARR growth.
Dynatrace reported strong first-quarter results for fiscal year 2022, exceeding guidance across all key metrics. ARR grew by 37% year-over-year, and subscription revenue increased by 36% year-over-year.
- ARR increased by 37% year-over-year, reaching $823 million.
- Total revenue increased by 35% year-over-year, totaling $210 million.
- Subscription revenue grew by 36% year-over-year, amounting to $197 million and representing 94% of total revenue.
- GAAP EPS was $0.05, and non-GAAP EPS was $0.16 on a dilutive basis.
Headline financials
Revenue & EPS history
Dynatrace · Revenue · Quarterly
$210M
Revenue by segment
Dynatrace · $210M total across 2 segments · Q1 2022
- Subscription$197M+36.1%93.7%
- Service$13.2M+25.3%6.3%
Forward guidance
Dynatrace is issuing guidance for the second quarter and raising guidance for full year fiscal 2022.
Tailwinds
- Total revenue is expected to be in the range of $219 to $221 million, 30% to 31% growth as reported, or 28% to 29% on a constant currency basis for Q2 2022.
- Subscription revenue is expected to be in the range of $206.5 to $208 million, 31% to 32% growth as reported, or 29% to 30% on a constant currency basis for Q2 2022.
- Non-GAAP operating income is expected to be in the range of $53 to $55 million for Q2 2022.
- Non-GAAP net income is expected to be in the range of $44.5 to $46.5 million for Q2 2022.
- Total ARR is expected to be in the range of $984 to $996 million, 27% to 29% growth as reported, or 26% to 28% on a constant currency basis for FY 2022.
Headwinds
- Non-GAAP net income per diluted share is expected to be in the range of $0.15 to $0.16, based on a range of 290 to 291 million diluted weighted-average shares outstanding for Q2 2022.
- Total revenue is expected to be in the range of $902 to $914 million, 28% to 30% growth as reported, or 26% to 28% growth on a constant currency basis for FY 2022.
- Subscription revenue is expected to be in the range of $848 to $856 million, 29% to 31% growth as reported, or 27% to 29% growth on a constant currency basis for FY 2022.
- Non-GAAP operating income is expected to be in the range of $208 to $218 million for FY 2022.
- Non-GAAP net income is expected to be in the range of $175 to $184 million for FY 2022.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2022
+1.6%
Avg return
Earnings day
+2.2%
Avg return
5 days after
+4.2%
Avg return
30 days after
57%
16 / 28 earnings
Positive
+20.5%
Q3 2023
Best reaction
-21.8%
Q3 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | -15.1% | +1.6% | +4.0% | |
| Q3 2026 | +7.3% | +10.4% | +11.5% | |
| Q2 2026 | -4.3% | -5.9% | -10.4% | |
| Q1 2026 | -0.1% | -8.9% | -1.0% | |
| Q4 2025 | +6.0% | +5.4% | +4.9% | |
| Q3 2025 | +0.7% | +3.4% | -0.2% | |
| Q2 2025 | -6.4% | -5.4% | +3.2% | |
| Q1 2025 | +16.8% | +16.1% | +23.9% | |
| Q4 2024 | +4.4% | +4.2% | -1.1% | |
| Q3 2024 | -11.3% | -14.2% | -22.8% | |
| Q2 2024 | +7.3% | +9.8% | +23.5% | |
| Q1 2024 | -13.5% | -12.5% | -12.7% | |
| Q4 2023 | +5.1% | +5.0% | +9.4% | |
| Q3 2023 | +20.5% | +20.6% | +12.8% | |
| Q2 2023 | -2.7% | -1.2% | +14.3% | |
| Q1 2023 | +6.3% | +9.7% | -4.1% | |
| Q4 2022 | +12.5% | +15.8% | +17.2% | |
| Q3 2022 | -21.8% | -16.0% | -26.4% | |
| Q2 2022 | -4.6% | -4.9% | -19.0% | |
| Q1 2022 | +2.0% | +2.6% | +7.2% | |
| Q4 2021 | -1.9% | +2.8% | +22.2% | |
| Q3 2021 | +17.6% | +27.5% | +13.4% | |
| Q2 2021 | -11.4% | -15.4% | -5.8% | |
| Q1 2021 | +4.0% | +1.6% | +6.2% | |
| Q4 2020 | -1.7% | -1.4% | +5.8% | |
| Q3 2020 | +11.8% | +5.4% | +12.6% | |
| Q2 2020 | +9.3% | +12.3% | +43.5% | |
| Q1 2020 | +7.1% | -6.9% | -13.9% | |
| Q4 2019 | — | — | — | |
| Q3 2019 | — | — | — | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — | |
| Q4 2018 | — | — | — | |
| Q3 2017 | — | — | — |
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