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EX - 99.1 2 fy21q3 - earningsreleaseex991.htm EX - 99.1 ● dynatrace Dynatrace Reports Third Quarter of Fiscal Year 2021 Financial Results ARR of $ 722.0 million , up 35 % year - over - year , 32 % on a constant currency basis Subscription revenue of $ 170.3 million , up 33 % year - over - year , 30 % on a constant currency basis GAAP EPS of $ 0.06 and non - GAAP EPS of $ 0.17 , on a dilutive basis WALTHAM , Mass , February 3 , 2021 ( Business Wire ) - Software intelligence company Dynatrace ( NYSE : DT ) today released financial results for the third quarter of its fiscal 2021 ended December 31 , 2020 . ● " The third quarter marked another strong performance for Dynatrace across all of our key operating metrics led by ARR growth of 35 % year - over - year , " stated John Van Siclen , Chief Executive Officer . " The value of the Dynatrace platform is resonating with customers , evidenced by strong new logo growth and net expansion rate again above 120 % . The acceleration of digital transformation is driving the scale and complexity of the modern multicloud beyond the level that digital teams can handle efficiently . We believe the automation and Al capabilities embedded in our unified platform solve the challenges inherent in these ever - changing multicloud environments and positions us well for strong and sustained ARR growth . " Third Quarter Fiscal 2021 and Other Recent Business Highlights : All growth rates are compared to the third quarter of fiscal 2020 unless otherwise noted . Exhibit 99.1 Financial Highlights : Total ARR of $ 722.0 million , an increase of 35 % as reported , and 32 % on a constant currency basis Total Revenue of $ 182.9 million , an increase of 28 % as reported , and 25 % on a constant currency basis Subscription revenue of $ 170.3 million , an increase of 33 % as reported , and 30 % on a constant currency basis , and representing 93 % of total revenue GAAP Operating Income of $ 24.1 million and Non - GAAP Operating Income of $ 53.4 million GAAP EPS of $ 0.06 and non - GAAP EPS of $ 0.17 , on a dilutive basis Business Highlights : Released Dynatrace's 4th generation of PurePath , providing the deepest , most complete distributed tracing for modern cloud environments . Extended support for OpenTelemetry and OpenTrace frameworks to provide advanced levels of distributed tracing and immediate actionability for troubleshooting , optimization and proactive remediation for the latest cloud - native architectures . Entered the Cloud Application Security market , extending the automation , Al and enterprise - grade robustness of the Dynatrace® Software Intelligence Platform to production and preproduction security use cases . The company estimates the cloud application security market TAM to be $ 18 billion over time . Expanded strategic partnerships with Google Cloud Platform and Microsoft Azure with collaborative go - to market motions and co - selling arrangements creating frictionless buying experiences and enabling customers to leverage their pre - committed cloud spend . Dynatrace is now part of the co - development program for Microsoft Azure console integration and is the only observability platform with a private offering in the GCP , Microsoft Azure and AWS marketplace listings . 1