Unlevered free cash flow for Q4 was $63.3 million, and it was $149.5 million or 27.4% of revenue for fiscal '20. The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. The remaining 8% of our ARR relates to our Classic offering. Enter your email to recover your password.You will receive an email with instructions. View 10-K. Sign Up For Email Alerts. We’re helping Santa connect with kids across the country... 16 hours Deutsche Telekom AG. Cumulative Growth of a $10,000 Investment in Stock Advisor, Dynatrace Holdings LLC (DT) Q4 2020 Earnings Call Transcript @themotleyfool #stocks $DT, This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021, Why I Just Purchased Shares of AI Cloud Observability Company Dynatrace, Dynatrace Holdings LLC (DT) Q2 2021 Earnings Call Transcript, DataDog Rival Sumo Logic Files for IPO to Get in on the Rally, Copyright, Trademark and Patent Information. For the quarter, Classic license revenue declined to $2.3 million and represented less than 2% of our quarterly revenue. OK. And then one quick one, sort of on the competitive environment and, really, around pricing. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. Baird 2020 Global Industrial Conference. And we believe that that's a more effective, more efficient, higher value way to support customers at the enterprise level. They're all very familiar with Zoom. [Operator instructions] Kash Rangan with Bank of America, your line is open. Thanks, guys. Heather Bellini with Goldman Sachs, your line is open. The company reported $0.18 earnings per share for the quarter, topping analysts' consensus estimates of $0.10 by $0.08. This will be an important growth area for us as we look ahead. We have customers in that 30% to 40% range who want to continue to go up, but that's the minority. Barbara Tuckfield-- Director of Investor … Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript SA Transcripts Wed, Oct. 28 3 Comments Dynatrace, Inc. SEC Filing - Quarterly Report (10-Q) October 28, 2020 Dynatrace provides software intelligence to simplify cloud complexity and accelerate digital transformation. Webcast. That said, what we have seen are that customers shifted their focus to work from home for probably four weeks. Latest Annual Filing. Our customer base is highly diversified, and we focus on the top 15,000 largest enterprises around the world. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. Investor's Business Daily. Yahoo . And these characteristics of our platform that our customers are currently enjoying, we hope many customers -- additional customers ahead will be enjoying in the future. Yes. Calls; Calendar; Feed; DYNATRACE, INC. (DT) Home DYNATRACE, INC. (DT) Latest Calls; Upcoming Calls; DT. Did you guys see customers need shifting? Earnings Per Share: The trailing 12 months EPS from total operations is the bottom line income after all expenses, divided by the weighted average number of common shares outstanding. Thanks for taking my questions. The business had revenue of $168.60 million for the quarter, compared to the consensus estimate of $160.76 million. Barclays 2020 Global Automotive Conference. And I highlighted as well, some of the things that when we think about '21 that are important, i.e., we have 80% coverage on our guide number from a subscription standpoint and backlog/RPO. During fiscal '20, we consistently decreased our leverage ratio, which ended the fiscal year at 2.1 times our trailing 12-month adjusted EBITDA of about $140 million. Now to our platform. Upcoming Events There are currently no events scheduled. The company had revenue of $168.60 million for the quarter, compared to analysts’ … Dynatrace Holdings LLC (NYSE:DT)Q4 2020 Earnings CallMay 12, 2020, 8:00 a.m. Dynatrace 1Q21 Earnings Conference Call. ZIP XLS HTML. And that environment continues to be more prevalent and accelerate. Interactive chart for DT201120C00046000 (DT201120C00046000) – analyse all of the data with a huge range of indicators. So thank you so much for them and how detailed they were. We continue to evaluate our ARR position and have not made any additional provisions for collectability outside of normal parameters. And they love the flexibility to toggle up or down on their own between our deep full-stack APM mode and the lighter though broader coverage of infrastructure-only mode at a lower cost. There was about one percentage point due to lower Classic perpetual bookings and about two percentage points due to higher DSO in Q4 resulting from macro environment uncertainty. Over the past year, we have gone from approximately 15% of our customers buying three or more modules from us to over 25%, and that's on a rapidly growing customer base. Total revenue was $545.8 million, up 27% year over year and up 29% in constant currency. Manu-facturing. In fiscal '21, we will continue to focus on the Dynatrace net expansion rate, but we will no longer exclude the impact from expansion at the time of conversion as we do not expect it to have a significant impact now that the Dynatrace platform is over 90% of our total business and growing. First, we expect to modestly grow headcount in Q1 as we initially moderated the timing of investments as we evaluated the impact of the health crisis on our business. Good day. Bhavan, thank you. The cloud is driving the need to adopt much higher than some of the old Gartner stats have said, 25% to 30%. Share price in the German telco has jumped 3.9% in early morning trading following the financial results which saw revenues increase by 6.4% to €80.4 billion for 2019. But I just wanted to get some more color on that front. Motley Fool. And we intend to stay there”. Motley Fool. … With that, let me turn it over to Kevin for a deeper look into our financials and a guide into Q1 and our full-year fiscal 2021. Heat Map. Our key financial metric focused on business momentum is annual recurring revenue. And we intend to stay there”. Technicals. For example, we did a sizable expansion deal in Italy in late March. With higher degrees of online mobile use likely to be a major outcome of the new normal, our early investments and outstanding functionality in digital experience, especially for mobile, should continue to pay off for us. As John said, our non-GAAP gross margin was 83% for the fourth quarter, an increase from 80% in the fourth quarter of fiscal '19. Matt Hedberg -- RBC Capital Markets -- Analyst. Over the past month, the industry's leading analyst firm, Gartner, simultaneously released their annual APM Magic Quadrant and APM Critical Capabilities guide. Consistent with recent quarters, new customers were a healthy balance of adding new logos to the franchise, as well as Classic customers moving to the Dynatrace platform. ET. Dynatrace 2Q21 Earnings Conference Call. Dynatrace: Well Positioned To Benefit From Digital Transformation; Solid Quarter And Guidance. In the past, reacting after a failure occurred and service was already disrupted was not unusual. Our final question comes from the line of Walter Pritchard with Citi. Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. That's sort of the alternative that we see most often out there. The reported $0.18 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.08. 04:26PM : Dynatrace Earnings Triple; Cloud Software Maker's Stock Falls . And then one just quick follow-up to the last question that was related to long-term deferred. They may be hybrid, or what we see more and more often now, they're multi-cloud, multi-public with hybrid back ends or critical systems of record and many run-the-business applications still reside. 04/29/2016. But if you look at the adoption at the moment, a lot of people just kind of asked to go to the cloud, just need like an early quick solution there. Your line is open. ZIP XLS HTML. Q3 2020 Earnings Call Presentation. Though a few of our end markets may face greater near-term headwinds, we've been very encouraged by overall business trends during April. Actually, they're still doing a little bit more here and there, but those are things where they focused on making sure that employee productivity was optimized, sort of leaned into some of our hybrid extensions like Citrix monitoring, some of our third-party cloud monitoring capabilities so they could assure Salesforce, Microsoft 365, Zoom, some of these other third-party cloud that they depended on actually perform as advertised to keep their workforce productive. From a cash flow perspective, in addition to the AR and working capital headwind I discussed, our effective cash tax rate is expected to go from 8% of non-GAAP pre-tax income to approximately 10%, resulting in incremental cash tax expenses of about $5 million. It's not used for a credit card, etc. With that said, we're optimistic. Details. So I like our differentiation. And a huge thank you to all the amazing people who have been working tirelessly to help the world deal with the crisis, especially everyone on the frontlines. A sudden shift to remote work has caused applications and the clouds they run on to become an even more essential way to provide services, drive revenue, engage customers and collaborate among teams. FY '20 was a fantastic year. Nov 2020. Do you think this ultimately accelerates the importance of cloud-based monitoring? This was 44% growth on a constant-currency basis. We think it's the right place to be at as an enterprise-focused company, focused on the global 15,000. I can't do this with a bunch of tools, I need something more comprehensive. With that, we will open the call for questions. Most important for our shareholders is that we continue to show a financial profile that we believe is durable and unique, including meaningful scale, strong growth, healthy profitability, and cash flow. The second thing is, as I mentioned, we package our product differently, Bhavan. 10-Q Filing. Other companies have to sell three or four products to do what we do in one. Let's conquer your financial goals together...faster. Market Overview . Just wondering if you have probably assumed even draconian because if I just take the net expansion rate and the fact that 80%, 85% of your business is within healthy verticals, it doesn't quite add up to what you're guiding to. We feel great about the fundamentals of the business and feel confident we have a good balance between both customer net expansion and new logo growth. We expect total revenue to be in the range of $630 million to $643 million, representing year-over-year growth of 15% to 18% and 17% to 20% growth adjusted for currency. Dynatrace Holdings LLC (DT) Q1 2021 Earnings Call Transcript. So you obviously talked about the land at $100,000, but you are at premium offering when you think about it compared to, say, New Relic or Datadog and others. With this combination of complexity, dynamism and frequency of change, only an automatic AI-assisted observability platform that can handle the most complex public and hybrid environments will work. Hi, guys. Thank you, operator. As you may recall, we recognized those licenses over three years. All statements other than statements of historical facts are forward-looking statements, including statements regarding management's expectations of future financial and operational performance and operational expenditures, expected growth, and business outlook, including our financial guidance for the first fiscal quarter and fiscal-year 2021. 29 Dynatrace's (DT) CEO John Van Siclen on Q4 2020 Results - Earnings Call Transcript Tue, May 12 Please go ahead. Yet what I struggle to reconcile all that -- with all the fieldwork that you've done -- and also, by the way, your RPO, very strong. a month ago finance.yahoo.com DT. Great. Hi. Add to calendar. Part of this is that we have made it easier than ever to instrument native mobile applications. I'm wondering, though, can you talk about that trend within new customers? So generally, over half of our customers are signing three-year agreements with us. On November 12, 2020 Deutsche Telekom published its results for the third quarter 2020. Moving to revenue. In other words, are new customers now landing with higher cadence of new products than, let's say, a year ago? But just wondering, was the 123% -- and I know this is the first time you've actually given the exact number. To put a little bit more color in terms of where it's going in the future, based on what we view as prudent guidance on the top line and a combination of what we think will be helping new logos, mathematically, obviously, that net expansion rate needs to drop down from that 120% bar down to 115%. That's a low point, and hopefully, throughout the course of the year, we will maintain a much healthier net expansion rate. Calendar; Top-down. Yes. PDF HTML. So we actually have seen the new logo land in that $90,000 to $100,000 range now for quarters on end. Work locations may change, workloads may shift, but applications must run flawlessly. But it has not dropped, if that was sort of like part of the question. The company reported $0.18 earnings per share for the quarter, topping the Thomson Reuters’ consensus estimate of $0.10 by $0.08. The strong majority of our ARR, roughly 80% to 85%, is outside of industries more challenged by COVID-19. 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