NYSE$DT
Dynatrace Inc · Q4 2026 earnings
Q4 2026 earnings · · Before market open · Investor relations
Briefing
Dynatrace reported fiscal Q4 2026 revenue of $531.7M (+19% YoY) with net income of $17.4M and diluted GAAP EPS of $0.06.
For the fourth quarter ended March 31, 2026, Dynatrace posted revenue of $531.7 million, up 19% as reported and 16% in constant currency, with subscription revenue of $505.8 million. ARR surpassed $2.05 billion, up 16% constant currency. GAAP net income was $17.4 million with diluted EPS of $0.06; non-GAAP diluted EPS was $0.41. Fiscal 2026 revenue was $2.02 billion (+19%). Management guided fiscal 2027 ARR of $2.382–$2.402 billion and revenue of $2.317–$2.335 billion with non-GAAP EPS of $1.93–$1.95.
- Q4 revenue $531.7M (+19% YoY); subscription revenue $505.8M.
- Total ARR exceeded $2.05B (+16% constant currency).
- GAAP diluted EPS $0.06; non-GAAP diluted EPS $0.41.
- FY26 revenue $2.02B with fourth consecutive quarter of 16% CC ARR growth.
- FY27 guide: ARR $2.382B–$2.402B; revenue $2.317B–$2.335B.
Headline financials
Revenue & EPS history
Dynatrace · Revenue · Quarterly
$532M
Revenue by segment
Dynatrace · $352M total across 2 segments · Q2 2024
- Subscription$334M+28.0%95.1%
- Service$17.2M-4.5%4.9%
Forward guidance
For fiscal 2027 Dynatrace guided ARR of $2.382–$2.402 billion (15.5%–16.5% constant currency growth), revenue of $2.317–$2.335 billion, non-GAAP operating margin ~29.5%, and non-GAAP diluted EPS of $1.93–$1.95.
Tailwinds
- Fourth consecutive quarter of 16% constant-currency ARR growth.
- FY27 guide implies continued double-digit subscription growth.
- AI observability demand supports platform expansion.
Headwinds
- GAAP profitability remains modest relative to non-GAAP metrics.
- FX and macro IT spending could affect conversion of pipeline to ARR.
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 2026
+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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