Good morning and thank you for joining us today to review Dynatrace's fourth-quarter and fiscal-year 2020 financial results. Kash Rangan -- Bank of America Merrill Lynch -- Analyst. Although it is prudent to have conservatism, it is just very extreme. We're actually a much higher volume transaction company where we really focus on land and expand, where we land in $100,000 and then we expand gradually with our customers as they expand their footprint, as they add more applications and now, more than ever, as they add additional modules. It's not used for a credit card, etc. A couple of questions. I have lots of blind spots, I need to fix this. So generally, over half of our customers are signing three-year agreements with us. They work from home. From a profitability and cash flow perspective, there are also a few key points to highlight. With me on the call today are John Van Siclen, chief executive officer; and Kevin Burns, chief financial officer. Hey, John, just in terms of the expansion opportunity, can you just remind us where the average customer is in terms of percent of apps or stack that's being monitored and then maybe where some of your best customers are? And John, really hopeful opening remarks. We continue to work closely with our customers to help them respond to their rapidly changing workloads and requirements, enabling faster innovation, easier collaboration and greater efficiency without wasted motion. ET on Seeking Alpha Dynatrace (DT) Q2 Earnings and Revenues Beat Estimates And our infrastructure-only module includes log monitoring, network monitoring and AI ops, also fully unified. Q2 2016 AT&T Inc. Earnings Conference Call. Yes. I'm looking at your forward-looking trends. News & Events News & Events. It includes network monitoring because that's what you need to solve the full infrastructure challenge. The majority of applications at our customers still like instrumentation. Moving to revenue. The remaining 8% of our ARR relates to our Classic offering. They're doing well. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. Download the investor presentation - earnings call slides. Webcast. Certainly. Sign in or Sign up. Sterling Auty with JP Morgan, your line is open. Returns as of 12/15/2020. See you at the top! This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021. During its earnings call, the executive added its T-Mobile US operation had more customers than AT&T following the unit’s big-money merger with Sprint, and was now pursuing the medium-term target to “oust Verizon from the top spot”. So from that standpoint, we really haven't seen that much of a shift at this point, although we do expect to see a little bit more meaning to a Dynatrace-hosted environment. For the quarter, Classic license revenue declined to $2.3 million and represented less than 2% of our quarterly revenue. This was 44% growth on a constant-currency basis. Quarterly Results. ET. For second-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. Despite these challenging times, I believe our strong platform differentiation, balanced business model and world-class team continue to provide us with a durable growth business. John talked about a lot of the extension opportunities in our customer base. The vast majority are really in that 5% to 10% range, so there's a lot of room just in the upsell, let alone the cross-sell, which, as I said, we're getting much stronger in. They don't sit in offices. I think one final thing is that Dynatrace net expansion rate had a couple of carve-outs in it. Receive updates straight into your inbox. And as we're burning that down, that's going to have an impact on our long-term deferred. And these characteristics of our platform that our customers are currently enjoying, we hope many customers -- additional customers ahead will be enjoying in the future. Thanks for the question. View all reports. Get Whisper . Investor's Business Daily. a month ago seekingalpha.com DT. Yes. He added “our aspiration is to be the leading provider. Most important for our shareholders is that we continue to show a financial profile that we believe is durable and unique, including meaningful scale, strong growth, healthy profitability, and cash flow. Sales organization, it's in action. For Fiscal Year Ending Mar 31, 2020. Providing More Than Just Data. Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. Yes. Despite the AR cash tax headwinds, we believe we can increase unlevered free cash flow as a percent of revenue from 27% last year to a range of 29% to 30%, which is $180 million to $190 million. Work locations may change, workloads may shift, but applications must run flawlessly. This year Santa won’t be at the mall, but you can reach him on a video call! Ladies and gentlemen, thank you for standing by, and welcome to the Dynatrace fiscal second-quarter 2021 earnings conference call. They may be hybrid, or what we see more and more often now, they're multi-cloud, multi-public with hybrid back ends or critical systems of record and many run-the-business applications still reside. Thursday, Jul 21, 2016 04:30 PM EST Date. Turning to a quick summary of the financial results for the full year. Nov 2020. Thanks. Raimo Lenschow with Barclays, your line is open. As John highlighted earlier and we noted in our earnings release today, we have achieved eight quarters at or above 120%. Moving to the rest of the P&L. Bhavan, thank you. The cloud is driving the need to adopt much higher than some of the old Gartner stats have said, 25% to 30%. Get More Whispers: Receive offers? As John indicated, we seamlessly moved to working remotely, and our employees have adapted nicely. And I think it's a healthy place to land. The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. Toronto Dominion Bank (TD) reports earnings on 3/4/2021. We made tremendous progress this past year converting our base to the new Dynatrace platform and completing our transition away from our classic license business. Before I start, I would like to express my sympathy to all those who have been impacted by this health crisis. We continue to see a healthy increase in our subscription gross margin percentage, now at 88%, as we realize the benefits of winding down the Classic product stack. Matt, appreciate the question. Hello, visitor. Looking at the components of revenue, we assume that Classic license revenue declines from about $13 million in fiscal '20 to under $1 million in fiscal '21. Q4 2020 Dynatrace Inc Earnings Call. These stocks include PHM, LEN, SAM, W, DT. Whether they deploy our platform, have us host it or whether they host it behind their firewall, it's still the same SaaS platform, exactly the same code. We feel great about the fundamentals of the business and feel confident we have a good balance between both customer net expansion and new logo growth. This compares to earnings of … The company reported $0.18 earnings per share for the quarter, topping the Thomson Reuters’ consensus estimate of $0.10 by $0.08. Bei @MilkyChance i… 17 hours Deutsche Telekom AG. News & Events News & Events. Earnings Webcast. PDF HTML. Dynatrace (DT) reports earnings on 1/27/2021. And our platform is a SaaS platform, so that anything you can do sort of on site, you can do remotely. Share. 04:21PM : Dow Jones Falls 940 Points As Coronavirus Hospitalizations Climb. Deutsche Telekom (DT) CEO Timotheus Hoettges (pictured) ... During its earnings call, the executive added its T-Mobile US operation had more customers than AT&T following the unit’s big-money merger with Sprint, and was now pursuing the medium-term target to “oust Verizon from the top spot”. Latest Annual Filing. Ladies and gentlemen, thank you for standing by, and welcome to the Dynatrace fiscal fourth-quarter 2020 earnings conference call. Reblog. CMTX - Mon Nov 30, 4:00AM CST. In addition to a steady flow of new logos, our Dynatrace net expansion rate remained at or above the 120% threshold for the eighth consecutive quarter. Using Dynatrace on Dynatrace is a unique advantage for us. I'd love to understand if there was any impact there at all. I'm glad everyone's doing well. Thanks, guys, for taking the questions. 04/29/2016. Well, hi, guys. In Q4, we announced expanded capabilities for both our infrastructure-only module and our digital experience module. This compares to earnings of $0.04 per share a year ago. We expect the greatest COVID headwinds on bookings and renewals in Q1 due to the global economic shutdown, with the headwinds gradually declining over the course of the fiscal year. PDF HTML Audio Earnings Webcast. Nov 12, 2020. 29 Dynatrace's (DT) CEO John Van Siclen on Q4 2020 Results - Earnings Call Transcript Tue, May 12 Even if you're able to pull some traces off, you don't have a distributed tracing capability that really gives you value in that application layer, which is why we talk about entering many of our opportunities through sort of the APM lens and landing and then expanding from there. Dynatrace (DT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. A look at earnings from the view of macro-economists and market technicians. Listen to "Q3 2020 Dynatrace Inc Earnings Call". With this combination of complexity, dynamism and frequency of change, only an automatic AI-assisted observability platform that can handle the most complex public and hybrid environments will work. Our final question comes from the line of Walter Pritchard with Citi. OK. Like people are understanding that you can deliver a lot more, so you will be kind of the secondary guy adopted as kind of people realize they actually need more. I also feel that the automation and the AI that we've built into our platform from the ground up will also be sort of essential care-abouts for IT as they move forward because it's really going to be about how do I take my existing team, unlimited resources and do more with them, how do I move faster, how do I get to more applications, how do I innovate more effectively. The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. I am very pleased our customers have chosen to modernize with us, and it's exciting to know that we are now part of their current and future digital transformation initiatives. After prepared remarks, we will open up the call for a question-and-answer session. Motley Fool. As an aside, we have closed new business with customers in some of these verticals so far in the first quarter, which is further support for our expectation of a modest negative impact. And throughout the year, our ARR faced currency headwinds in the range of 200 to 300 basis points per quarter. No, good question. 12/08 15:25. Congrats again on the results, really strong. If we quickly break down these two growth drivers, during the quarter, we added 165 net new Dynatrace customers, ending the quarter with 2,373 Dynatrace customers. The Dynatrace platform continues to increase as a percent of total ARR and was approximately $528 million at the end of March or 92% of our total ARR. 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