- The opportunity to drive sales from cloud service providers and partners remains attractive and under-tapped.
- Dynatrace’s platform business model is driving the strong adoption of its observability stack. This will continue to power ARR and ARR/Customer growth.
- Dynatrace is also investing to gain market share. Its efficient operating model means little margins will be sacrificed.
- The market continues to underestimate DT’s strength in the large enterprise space. The strong new logo wins serves as a solid indicator of DT’s competitive prowess.
- I believe Dynatrace is cheap at the current valuation.
For further details see:
Dynatrace: Cheap Buying Opportunity