We also recently added Jill Ward to our Board. For the second quarter, ARR was $470.9 million, an increase of 44% year over year. As we look ahead, we remain optimistic about the business outlook as our new Dynatrace platform continues to be adopted by a growing number of new enterprise customers, and each quarter, we are proving our ability to expand rapidly within our growing customer base. Certainly, seeing ARR accelerate at scale is impressive, and I think in your prepared remarks, you're clearly having success converting Classic customers. Dynatrace reinvented. Ladies and gentlemen, thank you for standing by, and welcome to the Dynatrace second-quarter 2020 earnings conference call. With that, I'd like to turn the call over to our chief executive officer, John Van Siclen. We believe the added sales time and effort we've been spending on a near-term perspective is well worth it over the long term as we have transitioned our own business to drive sustainable growth and predictability. That's translated at time of conversion to about $123 million on to the Dynatrace platform. I appreciate it, and I look forward to catching up in 90 days. Ellison is the main employer of Lanai’s 3,000 residents. Munger said that the railroad is the most old-fashioned business he can think of and that it has been successful "not by conquering change but by avoiding it. ... Dynatrace Earnings Top Estimates, Revenue Guidance Above Views. It's always been a competitive space. Our next question will come from the line of Walter Pritchard of Citi. We're excited about the initial reception to and adoption of this new business analytic module, and we plan to further build out a complete set of analytics and integrations with adjacent business analytics players over the next several quarters. Recent Earnings Call Transcripts. I appreciate that part. Listen to on-demand earnings calls of Dynatrace Inc (DT) stock And as we talked about before, we target the global 15,000 enterprises. Information on stock, financials, earnings, subsidiaries, investors, and executives for Dynatrace. Dynatrace Holdings LLC (DT) Q2 2021 Earnings Call Transcript DT earnings call for the period ending September 30, 2020. And that connective tissue to be that tight is something that every customer looks for as they try to drive their digital business initiatives forward. Non-GAAP net income was $17.3 million and $0.06 per share. But it's the direct sales organization that finds the cloud architects and application architects coming in through, whether that's DevOps or the operations side of the business, and brings Dynatrace in usually at the time of scale-out of an enterprise cloud. But the news didn't immediately help Pfizer stock. Earlier this month, we announced an important new purpose-built module to the Dynatrace all-in-one platform, Digital Business Analytics. 11/24 08:00. This first purchase was to prove the value they saw in Dynatrace in the proof of concept and to test our digital experience module for mobile and web use in production. I'm especially pleased that ARR increased by a robust 44% year on year to $471 million, with our new Dynatrace platform now making up 80% of total ARR, up from 75% a quarter ago. After looking at a number of cloud monitoring solutions, the insurer selected Dynatrace as they've determined that it was the only platform that could show them the cost of outages in the context of application performance and how degradations and performance impacted their call center operations. After prepared remarks, we will open up the call for a question-and-answer session. Warren Buffet's aide believes that the market is on "the edge of playing with fire. They are responsible sort of as the general contractor for a lot of the larger projects, and they look for the variety of pieces that they need in order to do a proper migration and then scale out of these enterprise clouds. And we're starting to see it play out in growing scale. 5 Replies. Dynatrace University provides several learning opportunities for you to develop the skills to monitor, manage, and analyze your environment with Dynatrace. Over time, as we build out the analytics and some of the integrations with some of the other business analytics tooling that the business folks use, we're hoping to actually break into the business budgets as well. Turning to our balance sheet. Good afternoon and thank you for joining us today to review Dynatrace's second-quarter fiscal 2020 financial results. That was really helpful. Our non-GAAP operating income for the second quarter was $29.4 million, above the high end of our guidance of $25 million, primarily related to the revenue and gross margin upside during the quarter. There is a link between financial literacy and financial resilience, according to Olivia Mitchell of University of Pennsylvania’s Wharton School, Annamaria Lusardi of George Washington University’s School of Business, and Robert Clark of North Carolina State University’s Poole College of Management. Are You Missing Out on the Market’s Biggest Gains? So, we have some very good relationships with the global SI base as well as regional cloud integrators that have sprung up around what is OpenShift or Cloud Foundry, AWS, Azure, et cetera. ET. You obviously announced a new product. For more info, reach out to us at info@alphastreet.com. Sometimes, we do come in with system integrators. WALTHAM, Mass.-(BUSINESS WIRE)-Dynatrace Holdings LLC, today announced that it has filed a registration statement on Form S-1 with the ⦠The use cases are wider. Is Pfizer Stock A Buy After FDA Authorizes Its Coronavirus Vaccine? During this call, we'll make statements related to our business that may be considered forward-looking within the meaning of Section 27A of the Securities Exchange Act of 1933, as amended, and Section 21-E of the Securities Exchange Act of 1934, as amended. That serves us well. I wanted to touch first on the infrastructure monitoring SKU. Circling back to total ARR. At least one Tesla analyst says the company's lofty stock price should come crashing down to $60 to $80 a share. The acceleration in total revenue growth is being driven by the strong growth in subscription revenue, which was $115.8 million in the second quarter, an increase of 41% year over year. Once again, during the quarter, over 200 new customers have joined the Dynatrace platform family. And the follow-up is just in regard to pricing structure in logging, how do you guys feel about that given where Datadog is and also, the changes being made at Splunk? That's an interesting one as well. Clearly, the analytics AI engine will sell because it has a name Davis, so we'll just leave it at that. 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