NYSE$DT
Dynatrace Inc · Q3 2020 earnings
Q3 2020 earnings · · Investor relations
Briefing
Dynatrace demonstrated a strong performance driven by robust demand and expansion with existing customers.
Dynatrace reported a strong third quarter, marked by record subscription and services revenue and continued strong momentum. The company's performance was driven by new customer acquisitions and expansion with existing customers.
- Subscription and Services revenue increased by 36% year-over-year to $139.4 million.
- Annualized recurring revenue (ARR) grew by 44% year-over-year to $534.5 million.
- GAAP EPS was reported at $0.01, and non-GAAP EPS was $0.10.
- Dynatrace ended the quarter with 2,208 customers, a sequential increase of 380 from the end of Q2 2020.
Headline financials
Revenue & EPS history
Dynatrace · Revenue · Quarterly
$143M
Revenue by segment
Dynatrace · $139M total across 2 segments · Q3 2020
- Subscription$129M+40.2%92.2%
- Service$10.9M-0.7%7.8%
Forward guidance
Dynatrace provided guidance for the fourth quarter and full year fiscal 2020.
Tailwinds
- Total revenue is expected to be in the range of $147.0 million to $148.0 million for the fourth quarter of fiscal year 2020.
- Non-GAAP operating income is expected to be in the range of $33.5 million to $34.5 million for the fourth quarter of fiscal year 2020.
- Non-GAAP net income is expected to be in the range of $21.5 million to $22.5 million for the fourth quarter of fiscal year 2020.
- Non-GAAP net income per diluted share is expected to be $0.08 for the fourth quarter of fiscal year 2020.
- Total ARR is expected to be in the range of $563 million to $566 million for the full year fiscal 2020.
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 Q3 2020
+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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