Dynatrace (DT) reported $515.47 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 18.2%. EPS of $0.44 for the same period compares to $0.37 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $505.93 million, representing a surprise of +1.89%. The company delivered an EPS surprise of +6.87%, with the consensus EPS estimate being $0.41.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Dynatrace performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Annual Recurring Revenue (ARR)- Total: $1.97 billion versus $1.95 billion estimated by nine analysts on average.
- Revenues- Services: $22.1 million compared to the $21.91 million average estimate based on 10 analysts. The reported number represents a change of +16.6% year over year.
- Revenues- Subscriptions: $493.37 million compared to the $484.01 million average estimate based on 10 analysts. The reported number represents a change of +18.3% year over year.
- Gross profit- Services: $0.96 million versus the two-analyst average estimate of $-0.51 million.
- Gross profit- Subscriptions: $419.54 million compared to the $416.69 million average estimate based on two analysts.
View all Key Company Metrics for Dynatrace here>>>
Shares of Dynatrace have returned -20.3% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Dynatrace, Inc. (DT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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