- Dynatrace reported a solid quarter and issued strong guidance for both F1Q22 and for FY2022. Dynatrace business continues to be accelerated by digital transformation and hybrid cloud architectures.
- Dynatrace revenue will continue to be driven by rapid logo additions, bigger initial deals and upsells within the customer base, and low churn.
- Dynatrace management was bullish on its growth prospects and the multiple tailwinds that continue to drive its business.
- Dynatrace has the best observability platform in the industry. We expect Dynatrace to win at the high-end of the market. Datadog and others will win at the lower-end market.
- Dynatrace is profitable, growing fast, executing well on the product side and the business side. The valuation remains compelling, making the stock a buy.
For further details see:
Dynatrace: Solid Quarter; Buy The Stock Now