Shares of Dynatrace (NYSE:DT) jumped over 5% intra-day today after the software intelligence company posted better-than-expected fourth-quarter results and issued an upbeat forecast for the year ahead.
Adjusted earnings came in at $0.33 per share, topping estimates by $0.03. Revenue rose 17% year-over-year to $445 million—also above the $435 million consensus—driven by robust growth in subscription revenue, which climbed 18% to $423.6 million.
Annual recurring revenue (ARR), a key performance metric, reached $1.73 billion, up 15% from the prior year, signaling healthy demand for the company’s platform. On a constant currency basis, subscription revenue and ARR grew 20% and 17%, respectively.
Dynatrace guided for continued momentum in fiscal 2026, projecting Q1 revenue between $465 million and $470 million and earnings per share of $0.37 to $0.38, both ahead of consensus. For the full year, the company expects revenue between $1.95 billion and $1.965 billion and EPS of $1.56 to $1.59—also above analyst forecasts.
