🇺🇸 SECDynatrace Inc.Codex · 实盘不做把握 6/10
北京时间·🕒 发布 18:32:18时区推断·⟳ 抓取 18:34:57·⚡ 决策 08-05 22:03:25 +3h28m·82.9 天前
Dynatrace公布一季度财报超预期但下调全年收入/ARR指引,CFO计划退休
Dynatrace一季度调整后EPS为0.48美元、收入5.55亿美元,高于市场预期的0.44美元和5.495亿美元,ARR达21.36亿美元也略超预期。
📄 原文Dynatrace Inc.↗ 原文
0001773383 false 0001773383 2026-07-31 2026-07-31 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 205…
不做 Dynatrace(DT.US)
财报beat已在盘前和开盘后被快速重定价,09:59 ET附近股价已接近+12%;同时全年收入/ARR指引下调和CFO退休使追多/做空都缺正期望,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- Dynatrace提交8-K,披露截至2026-06-30季度财报新闻稿及CFO James Benson计划在2027-03-31前退休。
- 媒体报道EPS、收入和ARR均超预期,但全年收入和ARR指引因汇率逆风下调,并提及CFO退休。市场反应:报道称DT盘中一度接近+12%至约51.07美元。
关键理由
- Dynatrace一季度调整后EPS为0.48美元、收入5.55亿美元,高于市场预期的0.44美元和5.495亿美元,ARR达21.36亿美元也略超预期。
- 公司收入基数约20.18亿美元,本季收入同比约+16%,但全年收入指引从约23.17亿-23.35亿美元下调至23.06亿-23.20亿美元,ARR指引也因汇率逆风下调,抵消了部分财报利好。
- 截至09:59 ET附近,市场已把财报利好快速重定价,媒体报道DT盘中接近+12%至约51.07美元,追多剩余edge不足。
主要风险
- 若后续电话会强化AI可观测性需求和大单动能,已涨后的趋势仍可能延续,当前不追可能错过动量。
- CFO退休虽为计划内且公司称无财务/内控分歧,但叠加全年指引下调,会限制财报beat后的估值上修空间。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-05 · 影响 weakens
全年收入和ARR指引较此前区间下调,且CFO计划退休,削弱财报beat后的追多赔率。
检索:Dynatrace Q1 fiscal 2027 results guidance lowered FX headwinds CFO retirement 原文 ↗ - 做空前查反向 · 来源 web · 日期 2026-08-05 · 影响 invalidates
EPS、收入和ARR均超预期且股价强势上涨,本事件不满足强空催化条件。
检索:Dynatrace earnings beat revenue ARR stock surging August 5 2026 原文 ↗
原文全文
展开原文 · 5,149 字
0001773383
false
0001773383
2026-07-31
2026-07-31
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
July 31, 2026
DYNATRACE, INC.
(Exact name of Registrant as specified in its charter)
Delaware
001-39010
47-2386428
(State or other jurisdiction of
incorporation)
(Commission
File Number)
(I.R.S. Employer
Identification No.)
280 Congress Street, 11th Floor
Boston,
Massachusetts
02210
(Address of principal executive offices)
(Zip Code)
(
781
)
530-1000
Registrant's telephone number, including area code
Not Applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the Registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.001 per share
DT
New York Stock Exchange
Indicate by check mark whether the Registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
o
Item 2.02. Results of Operations and Financial Conditions.
On August 5, 2026, Dynatrace, Inc. (the “Company”) issued a press release announcing, and will hold a conference call to discuss, the Company's financial results and other information for the fiscal quarter ended June 30, 2026. The full text of the press release is furnished as Exhibit 99.1 to this report and incorporated into this Item 2.02 by reference.
The information in this Item 2.02 of this Report on Form 8-K and Exhibit 99.1 attached hereto is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as expressly set forth by specific reference in such filing.
Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On July 31, 2026, James Benson notified the Company that in connection with his planned retirement, he will resign from his position as the Company’s Executive Vice President, Chief Financial Officer and Treasurer (“CFO”) by the Company’s current fiscal year end on March 31, 2027. The Company has initiated a search for a new CFO, and Mr. Benson will ensure a smooth transition of his duties once a new CFO is appointed. Mr. Benson’s planned resignation is not the result of any disagreement with the Company on any matter relating to the Company’s financial statements, internal control over financial reporting, operations, policies, or practices.
Item 7.01. Regulation FD Disclosure.
On August 5, 2026, the Company issued a press release announcing Mr. Benson’s planned resignation from the Company. The full text of the press release is furnished as Exhibit 99.1 to this report and incorporated into this Item 7.01 by reference.
The information in this Item 7.01 of this Report on Form 8-K and Exhibit 99.1 attached hereto is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits
Exhibit
No.
Description
99.1
Press Release issued by Dynatrace, Inc. dated
August 5
, 2026
104
Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date:
August 5, 2026
DYNATRACE, INC.
By:
/s/ James Benson
Name: James Benson
Title: Executive Vice President, Chief Financial Officer and Treasurer
false
0001773383
2026-07-31
2026-07-31
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
July 31, 2026
DYNATRACE, INC.
(Exact name of Registrant as specified in its charter)
Delaware
001-39010
47-2386428
(State or other jurisdiction of
incorporation)
(Commission
File Number)
(I.R.S. Employer
Identification No.)
280 Congress Street, 11th Floor
Boston,
Massachusetts
02210
(Address of principal executive offices)
(Zip Code)
(
781
)
530-1000
Registrant's telephone number, including area code
Not Applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the Registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.001 per share
DT
New York Stock Exchange
Indicate by check mark whether the Registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
o
Item 2.02. Results of Operations and Financial Conditions.
On August 5, 2026, Dynatrace, Inc. (the “Company”) issued a press release announcing, and will hold a conference call to discuss, the Company's financial results and other information for the fiscal quarter ended June 30, 2026. The full text of the press release is furnished as Exhibit 99.1 to this report and incorporated into this Item 2.02 by reference.
The information in this Item 2.02 of this Report on Form 8-K and Exhibit 99.1 attached hereto is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as expressly set forth by specific reference in such filing.
Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On July 31, 2026, James Benson notified the Company that in connection with his planned retirement, he will resign from his position as the Company’s Executive Vice President, Chief Financial Officer and Treasurer (“CFO”) by the Company’s current fiscal year end on March 31, 2027. The Company has initiated a search for a new CFO, and Mr. Benson will ensure a smooth transition of his duties once a new CFO is appointed. Mr. Benson’s planned resignation is not the result of any disagreement with the Company on any matter relating to the Company’s financial statements, internal control over financial reporting, operations, policies, or practices.
Item 7.01. Regulation FD Disclosure.
On August 5, 2026, the Company issued a press release announcing Mr. Benson’s planned resignation from the Company. The full text of the press release is furnished as Exhibit 99.1 to this report and incorporated into this Item 7.01 by reference.
The information in this Item 7.01 of this Report on Form 8-K and Exhibit 99.1 attached hereto is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits
Exhibit
No.
Description
99.1
Press Release issued by Dynatrace, Inc. dated
August 5
, 2026
104
Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date:
August 5, 2026
DYNATRACE, INC.
By:
/s/ James Benson
Name: James Benson
Title: Executive Vice President, Chief Financial Officer and Treasurer
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