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Dynatrace, Inc.

DT

Technology · 44.32 +0.5% today

Jodie read · what matters now

Revenue increased 18.8% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to DT, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections18 verified links15 additional receipts in Pro
Organic co-movement groupPayment Software · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-K filed 2026-05-20 against the comparable filing from 2025-05-22.

constructive
OperationsconstructiveEvidence score +2
liquidityneutralEvidence score 0
valuationmixed

What improved

  • Revenue increased 18.8% versus the comparable filing period.
  • Operating margin improved 1.6 percentage points.

What weakened

  • Net income decreased 66.4% versus the comparable filing period.
  • Net margin fell 20.4 percentage points.
  • Operating cash flow was 3.45x net income; review non-cash and one-time items before treating this as recurring conversion.

Filing receipts

The increase in gross margin was primarily due to growth in customer demand for product enablement and adoption services.

The $53.6 million decrease in net cash used in investing activities was primarily driven by a $63.8 million increase in proceeds from the sales and maturities of marketable securities, net of purchases, partially offset by a $6.1 million increase in the purchases of property and equipment and a $5.9 million increase in cash paid for business combination acquisitions.

The net increase in operating cash flow was primarily due to higher collections driven by revenue growth.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind DT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ACNAccenture plcpartnerFull receipt with Pro →
CSCOCisco Systems, Inc.competitorFull receipt with Pro →

Depended on by

DDOGDatadog, Inc.competitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 15 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

DT is currently a Participant in the organic co-movement group Payment Software. 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.

Theme membership history

No durable theme membership has been observed for this name yet.