Dynatrace, Inc. delivered strong third-quarter fiscal 2026 results, surpassing the high end of guidance with robust revenue growth and expanding ARR. The company also lifted its full-year outlook and expanded its share repurchase program.4721
Financial Highlights
Total revenue climbed 18% year-over-year to $515 million, reflecting 16% growth on a constant currency basis. Subscription revenue reached $493 million, while Annual Recurring Revenue (ARR) hit $1.972 billion, up 20% year-over-year or 16% in constant currency terms.477255
Dynatrace achieved a non-GAAP operating margin of 30%, underscoring efficient operations and sustained profitability amid strong enterprise demand.71
Forward Guidance and Capital Allocation
Officials raised fiscal 2026 guidance, now expecting total revenue of approximately $2.01 billion and non-GAAP EPS between $1.67 and $1.69. The company also authorized an additional $1 billion for share repurchases.5133
Shares surged nearly 10% following the announcement, reflecting investor confidence in Dynatrace’s AI-powered platform and growth trajectory.30
