Dynatrace, Inc. Technology Leadership Forum 2026
Review the key takeaways and the transcript of this earnings call.
- Dynatrace reported a 41% net new annual recurring revenue (ARR) organic growth in the quarter, exceeding the high end of their guidance across all metrics.
- The company achieved over $200 million in logs consumption within two quarters, doubling from $100 million earlier in the fiscal year.
- New logo ARR grew by a record 160% year over year, driven by customers consolidating multiple observability solutions into Dynatrace's platform.
- Dynatrace platform subscription (DPS) now represents 75% of ARR and is adopted by more than two thirds of customers.
- AI workloads are being observed in production for over 1,000 customers, with agentic actions deployed in over 800 customers.
- Customers using AI monitoring consume 1.5 times more platform resources than those not using AI.
- Consumption of the Dynatrace platform continues to grow north of 20%, supporting ARR growth and DPS renewals.
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Transcript
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All right. Top of the hour. Welcome everyone. Kicking off day one of the KeyBank Technology Leadership Forum. Very pleased to have Rick. I do own those same socks as you, and I should have worn them, but I didn't.
Shame on me again. We'll send you another pair.
Yeah. All right. Well, Rick, thank you so much for being here. Noel, you as well. Enjoying Park City, Deer Valley here. I wanted to talk about earnings, and it was a great earnings to lead into this week. I wanted to talk on the technology side a little bit, and I want to understand better how the observability market is changing as a result of AI. We used to have deterministic applications, and it was very predictable in the way these applications change, but the application ecosystem's changing in terms of the UI. We have headless applications, non-deterministic applications, and the way they behave. Big picture question, how is this altering the observability market, the ecosystem? How is this changing the way Dynatrace operates and the strategy that you embark on?
Great place to start, Eric, and thanks for having us. The observability market we see is going through a new era, an evolution.
Yeah that is occurring in a major way right now.
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