NYSE$DT
Dynatrace Inc · Q2 2022 earnings
Q2 2022 earnings · · Investor relations
Briefing
Reported financial results for the second quarter of fiscal year 2022, exceeding guidance across all key operating metrics.
Dynatrace's Q2 2022 saw ARR increase by 35% year-over-year to $864 million and subscription revenue increase by 35% year-over-year to $213 million. GAAP EPS was $0.08 and non-GAAP EPS was $0.18.
- ARR reached $864 million, a 35% increase year-over-year (34% on a constant currency basis).
- Subscription revenue was $213 million, up 35% year-over-year (33% on a constant currency basis).
- GAAP EPS was reported at $0.08 and non-GAAP EPS at $0.18 on a dilutive basis.
- Strategic partnerships with Microsoft and Google were deepened, enhancing Dynatrace's availability across hyperscale platforms.
Headline financials
Revenue & EPS history
Dynatrace · Revenue · Quarterly
$226M
Revenue by segment
Dynatrace · $226M total across 2 segments · Q2 2022
- Subscription$213M+34.8%93.9%
- Service$13.8M+31.3%6.1%
Forward guidance
Dynatrace is issuing guidance for the third quarter and raising guidance for full year fiscal 2022.
Tailwinds
- Total revenue is expected to be in the range of $233 to $235 million, 27% to 28% growth as reported, or 28% to 29% on a constant currency basis for Q3 2022.
- Subscription revenue is expected to be in the range of $219.5 to $221 million, 29% to 30% growth as reported, or 30% to 31% on a constant currency basis for Q3 2022.
- Total ARR is expected to be in the range of $986 to $996 million, 27% to 29% growth as reported, or 29% to 30% growth on a constant currency basis for fiscal year 2022.
- Total revenue is expected to be in the range of $913 to $919 million, 30% to 31% growth as reported, 29% to 30% growth on a constant currency basis for fiscal year 2022.
- Subscription revenue is expected to be in the range of $857.5 to $862.5 million, 31% to 32% growth as reported, 30% to 31% growth on a constant currency basis for fiscal year 2022.
Headwinds
- Non-GAAP operating income is expected to be in the range of $54 to $56 million for Q3 2022.
- Non-GAAP net income is expected to be in the range of $45.5 to $47.5 million for Q3 2022.
- Non-GAAP net income per diluted share is expected to be $0.16, based on a range of 292 to 293 million diluted weighted-average shares outstanding for Q3 2022.
- Non-GAAP operating income is expected to be in the range of $219 to $226 million for fiscal year 2022.
- Non-GAAP net income is expected to be in the range of $185 to $191 million for fiscal year 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 Q2 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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