NYSE$DT

Dynatrace Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Dynatrace's Q4 2020 financial results, with a 30% increase in total revenue and a 42% increase in ARR, were released.

Dynatrace reported strong Q4 results, with total revenue increasing by 30% year-over-year to $150.6 million and ARR growing by 42% to $572.8 million. The company's GAAP EPS was $0.16, and non-GAAP EPS was $0.11.

  • Total Revenue increased by 30% compared to Q4 2019.
  • ARR increased by 42% compared to the end of Q4 2019.
  • Subscription and Services revenue increased by 37% compared to Q4 2019, representing 98% of total revenue.
  • Ended the year with 2,373 Dynatrace customers, an increase of 1,009 customers, up 74% for fiscal 2020

Headline financials

Total Revenue

$151M

Previous: $116M+29.6%
EPS (adj)

$0.11

Previous: -$0.11+199.1%
Total ARR

$573M

Previous: $403M+42.0%
Capital Expenditures

$4.58M

No prior period
Free Cash Flow

$60.1M

No prior period
Net Income

$46.7M

Previous: -$30.6M+252.6%
Operating Income

$8.04M

Previous: -$23.6M+134.0%
Gross Profit

$119M

Previous: $86.2M+38.5%
Cash & Equivalents

$213M

No prior period
Total Assets

$2.05B

No prior period
Stock-Based Comp

$12.8M

No prior period

Revenue & EPS history

Dynatrace · Revenue · Quarterly

$151M

Q4 2020+29.6%vs Q4 2019
Beat estimate in 9 of 10 quarters(90%)
ActualEstimate

Revenue by segment

Dynatrace · $135M total across 1 segment · Q4 2020

  • Subscription
    $135M+38.3%

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 Q4 2020

Historical avgQ4 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

Earnings price reactions
QuarterReport dateReaction (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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro