Dynatrace NYSE:DT, the leading AI-powered observability platform, today announced financial results for the first quarter of fiscal 2027 ended June 30, 2026.
Total ARR of $2,136 million, an increase of 17% on an as reported and constant currency basis
Total revenue of $555 million, an increase of 16%, or 15% on a constant currency basis
Subscription revenue of $530 million, an increase of 16%, or 15% on a constant currency basis
GAAP income from operations of $71 million and non-GAAP income from operations of $162 million
GAAP net income per share of $0.12 and non-GAAP net income per share of $0.48, on a dilutive basis
"Dynatrace delivered an exceptional quarter, led by 41% organic net new ARR growth," said CEO Rick McConnell".
“Demand continues to strengthen as enterprises expand cloud-native workloads and accelerate their AI initiatives. As software becomes increasingly AI-driven, customers are turning to Dynatrace for the deterministic answers, contextual analytics, and intelligent automation required to operate at scale, and we are increasingly confident in the opportunity ahead."
What’s more, the company demonstrated four consecutive quarters of acceleration in trailing-twelve-month organic net new ARR growth.
It also nearly doubled annualized logs consumption in the last two quarters to $200 million, growing well over 100% year-over-year.
DT climbed $7.41, or 16.2%, to $53.12.