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OFFON

DYNATRACE, INC.

(DT)
  Report
Real-time Estimate Quote. Real-time Estimate Cboe BZX - 09/28 05:10:58 pm
68.75 USD   -5.42%
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SummaryMost relevantAll NewsAnalyst Reco.Other languagesPress ReleasesOfficial PublicationsSector news

Dynatrace : Business Overview

08/02/2021 | 02:42pm EDT

Investor Presentation & Business Overview

Legal Disclaimer

This presentation includes certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, 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 second quarter and full year of fiscal 2022, statements regarding the impact of the COVID-19 pandemic and related economic conditions on our business and

results of operations; and statements regarding the size of our market and our positioning for capturing a larger share of our market. These forward-looking statements include,

but are not limited to, plans, objectives, expectations and intentions and other statements contained in this press release that are not historical facts and statements identified

by words such as "expects," "anticipates," "intends," "plans," "believes," "seeks," "estimates" or words of similar meaning. These forward-looking statements reflect our current

views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made.

Although we believe that our plans, intentions, expectations, strategies and prospects as reflected in or suggested by those forward-looking statements are reasonable, we can

give no assurance that the plans, intentions, expectations or strategies will be attained or achieved. Furthermore, actual results may differ materially from those described in the

forward-looking statements and will be affected by a variety of risks and factors that are beyond our control including, without limitation, the effect of the COVID-19 pandemic

on our business operations and demand for our products as well as its impact on general economic and financial market conditions; our ability to maintain our subscription

revenue growth rates in future periods, our ability to service our substantial level of indebtedness, market adoption of software intelligence solutions for application performance

monitoring, digital experience monitoring and infrastructure monitoring, continued spending on and demand for software intelligence solutions, our ability to maintain and

acquire new customers, our ability to differentiate our platform from competing products and technologies; our ability to successfully recruit and retain highly-qualified

personnel; the price volatility of our common stock, and other risks set forth under the caption "Risk Factors" in our most recently filed annual report on Form 10-K and quarterly

reports on Form 10-Q, and our other SEC filings. We assume no obligation to update any forward-looking statements contained in this document as a result of new information,

future events or otherwise.

This presentation also contains estimates and other statistical data made by independent parties and by the Company relating to market size and growth and other data about

the Company's industry. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. Neither the Company

nor any other person makes any representation as to the accuracy or completeness of such data or undertakes any obligation to update such data after the date of this

presentation. In addition, projections, assumptions and estimates of the Company's future performance and the future performance of the markets in which the Company

operates are necessarily subject to a high degree of uncertainty and risk. By attending or receiving this presentation you acknowledge that you will be solely responsible for your

own assessment of the market and the Company's market position and that you will conduct your own analysis and be solely responsible for forming your own view of the

potential future performance of the Company's business.

This presentation includes non-GAAP financial measures which have certain limitations and should not be considered in isolation, or as alternatives to or substitutes for, financial

measures determined in accordance with generally accepted accounting principles in the United States ("GAAP"). The non-GAAP measures as defined by the Company may not be

comparable to similar non-GAAP measures presented by other companies. The Company's presentation of such measures, which may include adjustments to exclude unusual or

non-recurring items, should not be construed as an inference that its future results will be unaffected by these or other unusual or non-recurring items. A reconciliation of these

non-GAAP financial measures to the most directly comparable GAAP financial measures is included in the Appendix to these slides.

© 2021 Dynatrace, Inc. All Rights Reserved

2

Leading Software Intelligence Platform

For Modern, Dynamic Multiclouds

Observability

AutomationIntelligence

Security

Accelerate digital transformation

Simplify cloud complexity

Innovate faster

Collaborate more efficiently

Secure cloud applications

© 2021 Dynatrace, Inc. All Rights Reserved

3

Macro Trends Provide Long-Term Tailwinds for Growth

Trend 1:

Digital Transformation is Accelerating

89%

Digital transformation has

accelerated in the last 12

months

Trend 2:

Dynamic Clouds are the

Platform of Choice

86%

Organizations are using cloud-

native technologies and

platforms such as Kubernetes, microservices and containers

© 2021 Dynatrace, Inc. All Rights Reserved

4

Source: Dynatrace, Global CIO Report, Q4 2020.

A Large, Rapidly Growing Available Market

User

Digital

Experience

Business

Analytics

Application

Cloud

Performance

Application

Security

AIOps & Cloud

Automation

Infrastructure & Log

Networks

$50B+ TAM*

*$50B TAM comprised of $18B Gartner - Forecast Analysis: Information Security and Risk Management, Worldwide, July 9, 2020 plus $32B+ bottom-up TAM based on the total number of global enterprises with greater than $1 billion in annual revenue, as identified by S&P Capital IQ in September 2020. For each respective band of customers, we multiply the average annualized Dynatrace bookings per customer of the top 5% of Dynatrace customers in the band (which we believe to be representative of broader implementation of our solutions), for the 12 months ended December 31, 2020, by the number of customers in the size band.

© 2021 Dynatrace, Inc. All Rights Reserved

5

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

Dynatrace Inc. published this content on 02 August 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 02 August 2021 18:41:07 UTC.


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Analyst Recommendations on DYNATRACE, INC.
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Financials (USD)
Sales 2022 911 M - -
Net income 2022 45,8 M - -
Net cash 2022 294 M - -
P/E ratio 2022 452x
Yield 2022 -
Capitalization 20 665 M 20 665 M -
EV / Sales 2022 22,4x
EV / Sales 2023 17,6x
Nbr of Employees 2 779
Free-Float 67,4%
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Mean consensus BUY
Number of Analysts 20
Last Close Price 72,69 $
Average target price 73,53 $
Spread / Average Target 1,15%
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Managers and Directors
John van Siclen Chief Executive Officer & Director
Kevin Conal Burns Chief Financial Officer, Secretary & Treasurer
Jill A. Ward Chairman
Bernd Greifeneder Chief Technology Officer & Senior Vice President
Matthias Scharer Senior Vice President-Business Operations
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