- Dynatrace announced its fiscal Q3 results last week.
- The results were a beat on revenues and EPS and the company raised its guidance.
- The share price compressed as the result of controversy with regard to the growth of its ARR metric.
- The growth of ARR, looked at carefully, was strong again, with growth, adjusted for currency and the run-off of perpetual license again exceeding 35%.
- The new CEO announced plans to invest more in sales and marketing and research and development to accelerate growth noticeably.
For further details see:
Dynatrace - Another Growth Stock Casualty Whose Fundamental Are Improving While Its Valuation Compresses