How will Dynatrace (DT) report on 3 November?

Sonal Goyal

28 October 2026 05:16 PM AEDT

How will Dynatrace (DT) report on 3 November?

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Key Highlights

Dynatrace will report second-quarter fiscal 2027 results before the US market opens on 3 November 2026, with a call at 8:00 a.m. Eastern Time.
First-quarter Revenue was US$554.5 million, up 16%, and annual Recurring Revenue was US$2,136 million, up 17%.
The company lowered its fiscal 2027 revenue and ARR ranges, citing foreign exchange headwinds, and raised its non-GAAP Earnings guidance.

Results due on 3 November

Dynatrace, Inc. (NYSE:DT) will report second-quarter fiscal 2027 results, for the quarter ended 30 September 2026, before the US market opens on 3 November 2026, with a call at 8:00 a.m. Eastern Time.

What the last quarter showed

In its first-quarter fiscal 2027 report, released on 5 August 2026 for the quarter ended 30 June, Dynatrace reported revenue of US$554.5 million, up 16%, or 15% in constant currency. Subscription revenue was US$530.3 million, also up 16%. Annual recurring revenue (ARR) reached US$2,136 million, up 17%.

GAAP Net Income was US$36.7 million, or US$0.12 per diluted share, while non-GAAP net income was US$139.7 million, or US$0.48 per share. The company introduced adjusted free Cash Flow as a new metric replacing free cash flow, reporting US$309.2 million, a 56% margin, and repurchased US$275 million of shares in the quarter.

Cash and equivalents were US$1,057.8 million at 30 June, with a further US$98.2 million in marketable securities. The company also stated that its full-year guidance excludes share repurchases made after 30 June 2026.

Guidance, and why the currency adjustment matters

For the second quarter, Dynatrace guided to total revenue of US$565 million to US$570 million and non-GAAP earnings of US$0.48 to US$0.49 per share. These are management forecasts, not results.

For fiscal 2027 as a whole, the company lowered its ARR range to US$2,359 million to US$2,379 million from US$2,382 million to US$2,402 million, and its revenue range to US$2,306 million to US$2,320 million from US$2,317 million to US$2,335 million. It attributed roughly US$23 million of the ARR reduction and US$19 million of the revenue reduction to incremental foreign exchange headwinds.

By contrast, the non-GAAP earnings guidance rose to US$1.97 to US$1.99 per share from US$1.93 to US$1.95. The adjusted free cash flow outlook for the year was set at US$610 million to US$615 million, slightly below the earlier US$613 million to US$620 million range. According to the company, currency explained the lower top-line outlook, and the quarter to be reported will show whether the underlying growth rate holds.

An AI observability acquisition

On 1 October 2026, Dynatrace announced it had completed its Acquisition of Arize, which it describes as an AI observability and evaluation platform for agents, with an open-source product called Phoenix and an enterprise platform called AX. The company said the capabilities would be integrated into Dynatrace over time. The release did not disclose deal terms or address guidance.

The August guidance was issued two months before completion, and the first-quarter release did not say what the transaction would add to revenue. The November report is therefore the first chance to see whether management comments on its effect.

Points to watch

Four items stand out: ARR growth against the 17% reported in the first quarter, whether the full-year ARR and revenue ranges are changed again, how adjusted free cash flow Margin compares with 56%, and any commentary on Arize's financial contribution.

FAQs

Q: When does Dynatrace report its fiscal second-quarter 2027 results?

A: Dynatrace will report before the US market opens on 3 November 2026, with a call at 8:00 a.m. Eastern Time. The quarter ended 30 September 2026.

Q: What did Dynatrace report for the first quarter of fiscal 2027?

A: Revenue was US$554.5 million, up 16%, and ARR was US$2,136 million, up 17%. Non-GAAP net income was US$139.7 million, or US$0.48 per share.

Q: Why did Dynatrace lower its revenue and ARR guidance?

A: The company attributed roughly US$23 million of the ARR reduction and US$19 million of the revenue reduction to incremental foreign exchange headwinds. Non-GAAP earnings guidance rose to US$1.97 to US$1.99 per share.

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