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Dynatrace

Dynatrace (DT) Q1 2027 Earnings

Reported Aug 5, 2026 at 6:32 AM ET · SEC Source

Q1 27 EPS

$0.48

BEAT +8.16%

Est. $0.44

Q1 27 Revenue

$554.5M

BEAT +0.93%

Est. $549.4M

vs S&P Since Q1 27

+4.0%

BEATING MARKET

DT +4.4% vs S&P +0.5%

Market Reaction

Did DT Beat Earnings? Q1 2027 Results

Dynatrace delivered a clean beat across the board in its fiscal first quarter of 2027, with earnings per share of $0.48 topping the $0.44 consensus estimate by 8.16% and revenue of $554.55 million edging past expectations by 0.93%, extending the comp… Read more Dynatrace delivered a clean beat across the board in its fiscal first quarter of 2027, with earnings per share of $0.48 topping the $0.44 consensus estimate by 8.16% and revenue of $554.55 million edging past expectations by 0.93%, extending the company's streak of consensus EPS beats to four consecutive quarters. The 16.2% year-over-year revenue gain reflected sustained enterprise appetite for Dynatrace's AI-powered observability platform, with total ARR climbing 17% to $2.14 billion and record new logo ARR growth signaling that customer acquisition is accelerating alongside expansion within existing accounts. A standout detail from the quarter: annualized logs consumption nearly doubled in two quarters to $200.00 million, illustrating how the company's shift toward consumption-based models is gaining tangible traction, a dynamic that had investors watching ARR closely heading into the print. Dynatrace raised its full-year non-GAAP EPS guidance to $1.97 to $1.99, even as foreign exchange headwinds prompted modest reductions to ARR and revenue midpoints, with constant currency ARR growth guidance held firm at 15.5% to 16.5%.

Key Takeaways

  • • 41% organic net new ARR growth
  • • Record new logo ARR growth of more than 160%
  • • Four consecutive quarters of acceleration in trailing-twelve-month organic net new ARR growth
  • • Annualized logs consumption nearly doubled in two quarters to $200 million, growing well over 100% YoY
  • • Strengthening enterprise demand as customers expand cloud-native workloads and accelerate AI initiatives

DT Forward Guidance & Outlook

For Q2 FY27, Dynatrace guides total revenue of $565–$570 million (14%–15% growth, 15%–16% constant currency), subscription revenue of $540–$545 million, non-GAAP operating income of $166–$170 million (29.5%–30% margin), and non-GAAP EPS of $0.48–$0.49. For full-year FY27, the company updated guidance to: ARR of $2,359–$2,379 million (15%–16% growth, 15.5%–16.5% constant currency), total revenue of $2,306–$2,320 million (14%–15% growth), subscription revenue of $2,206–$2,220 million, non-GAAP operating income of $682–$690 million (29.5%–29.75% margin), non-GAAP EPS of $1.97–$1.99, and adjusted free cash flow of $610–$615 million (26.5% margin). FX is expected to be a headwind of approximately $14 million on ARR and $4 million on revenue for FY27, representing an incremental headwind of $23 million to ARR and $19 million to revenue versus prior guidance.

24/7 Wall St

DT YoY Financials

Q1 2027 vs Q1 2026, source: SEC Filings

24/7 Wall St

DT Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 26 Q1 27

“Dynatrace delivered an exceptional quarter, led by 41% organic net new ARR growth. 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.”

— Rick McConnell, Q1 2027 Earnings Press Release

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