Welcome to our dedicated page for Dynatrace SEC filings (Ticker: DT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Dynatrace, Inc. filings document the formal disclosures of a public software company focused on AI-powered observability. Recent reports include Form 8-K disclosures for quarterly operating and financial results, furnished earnings materials, and board-authorized capital actions such as common stock repurchase programs.
The company's proxy and governance filings cover director elections, stockholder voting results, auditor ratification, executive compensation disclosures, and amendments to corporate bylaws. These records also document governance standards, including voting mechanics for uncontested and contested director elections, along with related board and stockholder procedures.
Dynatrace, Inc. (DT) reported that its indirect wholly owned subsidiary, Dynatrace LLC, issued $1.4375 billion aggregate principal amount of 0.00% Exchangeable Senior Notes due 2031 in a Rule 144A private placement to qualified institutional buyers, fully and unconditionally guaranteed by Dynatrace. Net proceeds were about $1.411 billion, of which roughly $167.8 million funded exchangeable note hedge transactions and $134.7 million was used to repurchase approximately 2.83 million shares of common stock at $47.61 per share; the balance is for general corporate purposes.
The notes are initially exchangeable at 15.5585 shares per $1,000 principal (exchange price about $64.27, a 35.0% premium to $47.61), with settlement in cash, shares, or a combination at the issuer’s election, subject to specified exchange windows and standard redemption and “fundamental change” repurchase features. Dynatrace also entered into exchangeable note hedge and warrant transactions covering the shares underlying the notes, with warrant strike around $107.12, which may offset dilution up to the hedge level but be dilutive above the warrant strike. Separately, the company terminated its senior secured revolving credit facility; outstanding letters of credit were cash collateralized using Dynatrace’s cash balance.
Dynatrace, a software intelligence company focused on observability and AI-driven automation, reported first-quarter fiscal 2027 results for the period ended June 30, 2026. Total revenue was $555 million, up 16% year over year, with subscription revenue of $530 million (96% of total) and services contributing the remainder.
Annual recurring revenue was $2,136 million, reflecting 17% growth, and the dollar-based net retention rate was 110%. GAAP income from operations was $71 million, while non-GAAP income from operations was $162 million. Net income for the quarter was $36,651 (in thousands).
Operating cash flow was $306 million and adjusted free cash flow $309 million. Cash and cash equivalents totaled $1,057,780 (in thousands), plus $94,785 (in thousands) of marketable securities, with no borrowings under the $400 million credit facility. Dynatrace completed the $99.7 million Bindplane acquisition and repurchased 7.1 million shares for $275.5 million, leaving $573.1 million available under its current buyback authorization. Remaining performance obligations were $3,441.5 million, with 53% expected to be recognized as revenue within 12 months.
Dynatrace, Inc. reported strong first-quarter fiscal 2027 results for the period ended June 30, 2026. Annual recurring revenue reached $2,135.982 million, up 17%, while total revenue grew 16% to $554.548 million, with subscription revenue up 16% to $530.255 million.
GAAP income from operations was $71.476 million (13% margin) and non-GAAP income from operations was $161.600 million (29% margin). GAAP diluted EPS was $0.12, and non-GAAP diluted EPS was $0.48. Adjusted free cash flow was $309.177 million, a 56% margin, and the company repurchased $275 million of stock (7.1 million shares at $38.88).
Management highlighted 41% organic net new ARR growth and record new logo ARR growth of more than 160%. For fiscal 2027, Dynatrace guides ARR of $2,359–$2,379 million and total revenue of $2,306–$2,320 million, with non-GAAP operating margin of 29.5–29.75% and non-GAAP EPS of $1.97–$1.99. The company also disclosed that CFO Jim Benson plans to retire and will resign by March 31, 2027, following the appointment of a successor.
Thota Chandrasekhar reported acquisition or exercise transactions in this Form 4 filing.
Dynatrace, Inc. director Thota Chandrasekhar received a grant of 10,522 Restricted Stock Units (RSUs), each representing a contingent right to receive one share of Dynatrace common stock. The RSUs were awarded at a stated price of 0.0000 per unit, bringing his directly held RSU-based common share equivalent to 10,522.
The grant was made under Dynatrace’s 2019 Equity Incentive Plan, as amended, and the Amended and Restated Non-Employee Director Compensation Policy. According to the vesting schedule, 25% of the RSUs will vest on July 27, 2027, with the remaining units vesting in equal quarterly installments until fully vested on July 27, 2030, subject to his continued service as a director. The RSUs do not expire; they either vest or are cancelled prior to the vesting dates.
Dynatrace, Inc. lists Thota Chandrasekhar as a director and records an initial statement of beneficial ownership. The disclosure reports no equity transactions or holdings in company securities and includes an Exhibit 24 Power of Attorney authorizing representation in securities-related matters.
Dynatrace, Inc. reported that its Board of Directors unanimously appointed Chandu Thota as a Class II director, effective July 27, 2026, and increased the Board size from 10 to 11 directors. The term for Class II directors, including Mr. Thota, runs until the 2027 annual meeting of stockholders or until earlier resignation, death, removal, or succession.
The Board determined that Mr. Thota is independent under New York Stock Exchange listing standards. He will receive compensation under the company’s Amended and Restated Non-Employee Director Compensation Policy, and Dynatrace will enter into an indemnification agreement with him similar to those of its other directors. Dynatrace furnished a July 29, 2026 press release announcing his appointment as Exhibit 99.1 under Regulation FD.
Dynatrace, Inc. senior vice president and chief accounting officer Daniel S. Yates reported the vesting and conversion of 1,323 Restricted Stock Units into common stock on July 15, 2026, under the 2019 Equity Incentive Plan. 389 shares were withheld at $45.1700 per share to cover tax obligations, leaving him with 35,457 directly held common shares and 6,612 remaining RSUs.
Dynatrace, Inc. is asking stockholders to vote at its 2026 Annual Meeting, to be held virtually on August 26, 2026 at 1:00 p.m. Eastern Time. Stockholders as of July 6, 2026 may attend and vote online using a 16-digit control number.
Investors will vote on three main items: electing four Class I directors (Rick McConnell, Michael Capone, Stephen Lifshatz, and George Riedel) to terms ending at the 2029 meeting; ratifying Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending March 31, 2027; and a non-binding advisory vote on executive compensation. The board recommends “FOR” all three proposals and uses a majority voting standard in this uncontested director election.
The company reports 290,228,871 shares of common stock outstanding as of the record date, with a quorum reached at 145,114,436 shares. The proxy describes board structure (10 directors, 9 independent), specialized committees including a Cybersecurity Committee, and board oversight of AI, enterprise risk, and sustainability. Executive pay is tied to non-GAAP measures such as non-GAAP operating income, free cash flow, and annual recurring revenue, each defined in detail and reconciled in Appendix A.
Dynatrace, Inc. executive Dan Zugelder filed an amended Form 4 to correct his reported share ownership. The amendment updates his directly beneficially owned Common Stock to 57,566 shares, instead of 57,008 shares previously reported. The 558-share increase reflects stock acquired under Dynatrace's Employee Stock Purchase Plan that was omitted from the original filing. No other information from the original Form 4 is changed.