DT
Market read
The latest filing is mixed. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
Invalidation: The isolated read changes if DT's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Interest Income, Net Interest income, net, consists primarily of interest income from money market funds, bank deposits, and debt securities held as marketable securities, partially offset by interest expense associated with fees on our Credit Facility (as de…”10-K · May 20, 2026 ↗
“The increase in gross margin was primarily due to growth in customer demand for product enablement and adoption services.”10-K · May 20, 2026 ↗
“For the year ended March 31, 2025, the Company was not subject to the 1% excise tax under the Inflation Reduction Act of 2022.”10-K · May 20, 2026 ↗
Valuation discipline
Price/sales 7.7× · EV/sales 7.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 14:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for DT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-06.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“The increase in gross margin was primarily due to growth in customer demand for product enablement and adoption services and efficiencies in personnel costs.”
“The $64.5 million increase in net cash used in investing activities was primarily driven by $99.5 million paid for the Bindplane acquisition, partially offset by a $30.5 million increase in proceeds from sales and maturities of investments, net of purchases, and a $4.3 million decrease in the purchases of property and equipment.”
“The $36.5 million increase in net cash provided by operating activities was primarily due to higher collections driven by revenue growth.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We work closely with a number of strategic GSIs, including Accenture, Atos, Deloitte, DXC, and Kyndryl, to help customers digitally transform their businesses and reduce cloud complexity.”
“Our principal competitors include Cisco (which includes AppDynamics and Splunk), Datadog, Elastic, Grafana, and New Relic.”
Depended on by
“With respect to APM, we compete with companies including Cisco Systems, Inc., New Relic, Inc.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
DT is currently a Follower in the organic co-movement group Software - Application. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.