However, at the same time, within these industries, we are typically working with some of the largest and financially healthy companies, and our solution is near the top of their priority list. Goldman Sachs 2020 … Well above that, say, of New Relic, did that present any challenges at all in that first four weeks? As John highlighted earlier and we noted in our earnings release today, we have achieved eight quarters at or above 120%. So I'm just trying to understand how critically conservative you've been with your guidance. We experienced two headwinds to this number. 12/09 15:24. The Motley Fool - HRB earnings call for the period ending September 30, 2020. Q3 2020 Bilibili Inc. Earnings Transcript 245.6 KB. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's … This led to a non-GAAP operating margin of 24%, up from 22% in the fourth quarter of '19. 11:30 AM - 12:05 PM ET. Title. To put a little bit more color in terms of where it's going in the future, based on what we view as prudent guidance on the top line and a combination of what we think will be helping new logos, mathematically, obviously, that net expansion rate needs to drop down from that 120% bar down to 115%. This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021. As John said, ARR grew 42% year over year to $572.8 million, an increase of $169 million compared to the year-ago period. Upcoming Events There are currently no events scheduled. Latest Annual Filing. With over 90% of our customers on a release no more than 30 days old, our operations and support teams are extremely efficient, giving us more time to drive adoption and success across the Dynatrace space. Overview; Press Releases; IR Calendar; Dynatrace Virtual Investor Day ; Email Alerts; Dynatrace 1Q21 Earnings Conference Call. First, our business has performed very well in the face of unprecedented macro challenges. From a customer standpoint, we are pleased that our net retention rate remains robust in this environment. Heat Map. Overall, we believe our two-year model transition to a subscription business is now virtually complete. Embedded in our guidance are a few underlying assumptions that I think are noteworthy, so you can understand our view of the environment and our opportunity as we move forward in fiscal '21. ET on Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript We're actually a much higher volume transaction company where we really focus on land and expand, where we land in $100,000 and then we expand gradually with our customers as they expand their footprint, as they add more applications and now, more than ever, as they add additional modules. Investor's Business Daily. Frontier Communications Corporation Q3 2020 Earnings Conference, CooTek (Cayman) Inc Q3 2020 Earnings Conference, Quanex Building Products Corporation Q4 2020 Earnings Conference, Johnson Outdoors Inc. Q4 2020 Earnings Conference, Construction Partners, Inc. Q4 2020 Earnings Conference. It's not used for a credit card, etc. Based on the midpoint of this range, unlevered free cash flow would increase 24% on a year-over-year basis. Regarding our business transition to a more predictable subscription model, in Q4, 98% of revenue were subscription or services. And we believe part of this is a renewed appreciation for needing to assure that the full stack of cloud services, a complex layering of virtual services and processes, actually deliver the value to the end user that is expected. Baird 2020 Global Industrial Conference. Add to calendar. Heather, on the Dynatrace net expansion rate, it was a modest decline from the prior quarter, less than 1% from prior quarter, so relatively flat Q3 to Q4. It feels like the digital experience piece should be really picking up. Thanks. So we do have a combination of both, but I'd say it leans right now more heavily on expanding the workloads on the cloud. Yet what I struggle to reconcile all that -- with all the fieldwork that you've done -- and also, by the way, your RPO, very strong. Sorry. Please refer to the cautionary language in today's press release and to our latest Form 10-Q, which is filed with the SEC on January 31, 2020, and our other SEC filings for a discussion of the risks and uncertainties that could cause actual results to differ materially from expectations. So we haven't stopped the hiring of sales folks. Quarterly Results. Congrats on the quarter. I mean, you take a look at our landing zone, which is in that $90,000 to $100,000 range, and then you look at our average ARR per customer, which is now a little over $220,000, there's a lot of room to continue growing that average ARR per customer for $1 million ARR per customer, which we believe any Global 15,000 company or any billion-dollar company would be willing to invest to ensure that their applications that run the business applications run flawlessly all the time. 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