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DYNATRACE, INC.

(DT)
  Report
Delayed Nyse  -  04:00 2022-09-30 pm EDT
34.81 USD   +0.61%
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Dynatrace : Q1 2023 Financial Results Presentation

08/03/2022 | 06:48am EDT

Q1 2023 Financials

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 2023, statements regarding the impact of the COVID-19 pandemic and related economic conditions on our business and results of operations; statements regarding the impact of the war in Ukraine and related governmental sanctions on our business and results of operations; statements regarding the impact of past and potential future cyber security breaches 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, a potential downturn in or instability of general economic conditions including currency fluctuations, our ability to maintain our subscription revenue growth rates in future periods, our ability to service our indebtedness, market adoption of software intelligence solutions for application performance monitoring, digital experience monitoring, infrastructure monitoring, AIOps, business intelligence and analytics and application security, 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 Form 10-K filed on May 26, 2022 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 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.

© 2022 Dynatrace, Inc. All Rights Reserved

2

Compelling Financial Profile

Rapid ARR growth

Predictable model

Healthy growth dynamics

Investing for growth, balancing healthy margins

$1,031M Q1-23 ARR1, Adjusted ARR1 up 34% YoY CC

93% Q1-23 subscription revenue, up 32% YoY CC2 $267M Q1-23 total revenue, up 32% YoY CC2

120%+ Dynatrace net expansion rate1 for 17 consecutive quarters

135 Q1-23 New Logos

34% and 39% Q1-23 TTM3 YoY growth in R&D and S&M, respectively 29% TTM FCF1 margin

© 2022 Dynatrace, Inc. All Rights Reserved

3

Sustainable ARR Growth at CC

% Total Adjusted

35%

33%

35%

36%

38%

36%

35%

34%

ARR Growth (YoY)2

© 2022 Dynatrace, Inc. All Rights Reserved

4

Total Adjusted ARR Growth at CC1

Q1-23 +$281M year over year or 34% at CC

5

6

© 2022 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 03 August 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 03 August 2022 10:47:06 UTC.


© Publicnow 2022
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Financials (USD)
Sales 2023 1 141 M - -
Net income 2023 44,1 M - -
Net cash 2023 491 M - -
P/E ratio 2023 168x
Yield 2023 -
Capitalization 10 002 M 10 002 M -
EV / Sales 2023 8,33x
EV / Sales 2024 6,41x
Nbr of Employees 3 600
Free-Float 67,7%
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Mean consensus OUTPERFORM
Number of Analysts 22
Last Close Price 34,81 $
Average target price 49,22 $
Spread / Average Target 41,4%
EPS Revisions
Managers and Directors
Rick M. McConnell 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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