Dynatrace Inc 2026年季度报告

SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (“Quarterly Report”) includes certain “forward-looking statements” within the meaning of thePrivate Securities Litigation Reform Act of 1995, including statements regarding: •our future financial performance, including our expectations regarding key factors driving future performance, our revenue,annual recurring revenue, gross profit or gross margin, operating expenses, ability to generate cash flow, and billing/revenue mix;•our ability to navigate the current macroeconomic environment;•anticipated trends in our business and in the markets in which we operate;•our ability to anticipate market needs and successfully develop new and enhanced solutions to meet those needs;•the evolution of technology affecting our offerings, platform and markets, including our plans to continue evolving ourtechnology capabilities, including, but not limited to, artificial intelligence (“AI”);•our plans to continue investing in research and development and driving innovation to meet customers’ needs and grow ourcustomer base; These forward-looking statements include, but are not limited to, plans, objectives, expectations and intentions and other statementscontained in this Quarterly Report that are not historical facts and statements identified by words such as “will,” “expects,”“anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates” or words of similar meaning. These forward-looking statementsreflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the informationcurrently available to us and on assumptions we have made. Although we believe that our plans, intentions, expectations, strategies,and prospects as reflected in or suggested by those forward-looking statements are reasonable, we can give no assurance that the plans,intentions, expectations, or strategies will be attained or achieved. Furthermore, actual results may differ materially from those SUMMARY OF THE MATERIAL RISKS ASSOCIATED WITH OUR BUSINESS Our business is subject to numerous risks and uncertainties that you should be aware of in evaluating our business. Please see Part II,Item 1A. entitled “Risk Factors” in this Quarterly Report for a discussion of risks that we believe are material. These risks anduncertainties include, but are not limited to, the following: •We have experienced rapid revenue growth in recent periods, which may not be indicative of our future growth.•Our quarterly and annual operating results may be adversely affected due to a variety of factors, which could make our future results difficult to predict.•Market adoption of the solutions that we offer may not grow as we expect, which may harm our business and prospects.•Our business is dependent on overall demand for observability and related solutions and therefore reduced spending on thosesolutions or overall adverse economic conditions may negatively affect our business, operating results, and financialcondition.•If we fail to innovate and do not continue to develop and effectively market solutions that anticipate and respond to the needsof our customers, our business, operating results, and financial condition may suffer.•If our platform and solutions do not effectively interoperate with our customers’ existing or future IT infrastructures,installations of our solutions could be delayed or canceled, which would harm our business.•If we are unable to acquire new customers or retain and expand our relationships with existing customers, our future revenuesand operating results will be harmed.•Failure to effectively expand our sales and marketing capabilities could harm our ability to execute on our business plan,increase our customer base, and achieve broader market acceptance of our applications.•The markets in which we operate are highly competitive, which may adversely affect our ability to add new customers, retainexisting customers, and grow our business.•If we are unable to maintain successful relationships with our partners, or if our partners fail to perform, our ability to market,sell, and distribute our applications and services will be limited, and our business, operating results, and financial conditioncould be harmed.•Security breaches, computer malware, computer hacking attacks, and other security incidents or compromises could harm ourbusiness, reputation, brand and operating results.•Real or perceived errors, failures, defects, or vulnerabilities in our solutions could adversely affect our financial results andgrowth prospects. •Failure to protect and enforce our proprietary technology and IP rights could substantially harm our business, operatingresults, and financial condition. PART I - FINANCIAL INFORMATION Item 1.Condensed Consolidated Financial Statements (Unaudited)Condensed Consolidated Balance Sheets as of December 31, 2025 and March 31, 20252Condensed Consolidated Statements of Operations for the Thr