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The Citigroup Global TMT Conference 2024

Sep 4, 2024

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Fantastic. Thank you. Good morning, everybody. Fatima Boolani, I jointly run the software research team here, and I am so thrilled to be sharing the stage with Jim Benson, CFO of Dynatrace, and we're gonna get into the meat and potatoes of a lot of good discussion areas. Thank you for being here.

Jim Benson
CFO, Dynatrace

Oh, thank you for having me.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Excellent. Yeah, I think a good place to start is, you know, I think there's a lot of familiarity with the Dynatrace story and kind of the key markets that you're playing in, specifically observability. But I think a good place to start, for all of us to just level set is just an overview of the Dynatrace story and where you are as a company in terms of your market and product presence. And then we can kind of dig into the financial model and pricing model, but just start thirty thousand foot.

Jim Benson
CFO, Dynatrace

Sure. All right, we'll start at the highest level. But so for those that don't know the Dynatrace story, that we are in the observability space. Sometimes when people say the word observability, they don't know exactly what that means. So think of it as software that can give you insight into how your infrastructure is behaving. Monitoring, think of it as monitoring your IT environment, whether it be applications, infrastructure, network, what have you. So that's the observability space, and it's a $50 billion TAM based on different people's views of it, but it's a very, very large TAM. And the Dynatrace story started back in our field, you know, probably 13 years ago, where it started in the application performance monitoring space.

Interestingly enough, that there's infrastructure monitoring, where you're monitoring someone's network infrastructure and the infrastructure that applications sit in, and then you get application performance, which is a significant level of incremental complexity. Dynatrace actually started with solving the hard problem, and then pivoted, interestingly enough, going back to your point about the offerings, and then pivoted into other areas around infrastructure monitoring, digital experience management, which is giving you some insight into your environment so that you can get a better value proposition for customers. More recently, we've extended into application security, which for us is vulnerability analytics and protection runtime analytics, and then most recently, logs, log management and analytics. The portfolio continues to broaden.

What makes Dynatrace unique in the space is that we have a unified platform at a data layer, not at a kind of user interface layer, but actually literally at the data layer, so our ability to bring data into context, whether it be traces, metrics, logs, real user measurements, we're able to do that in real time, and we focus on the Global 15,000 customers. We focus on the enterprise customer base. We are not focused on SMB, and these customers have huge, complex environments, and these environments have data explosion, and the benefit of Dynatrace is you get analytics, and you get AI, which has been built into the platform for a while, and automation, and so others that are in the space have more of a dashboard orientation and maybe sophisticated dashboards.

Ours is much more of a analytics, AI, and automation. And so that's maybe at a hundred thousand feet.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

You know, Jim, you mentioned this. You've been doing this for the better part of thirteen years, right? So clearly, the problem and the concept of application monitoring is not new, right? But it's certainly taken on new significance, new importance, new criticality, and I think complexity has to do a little something-

Jim Benson
CFO, Dynatrace

Yeah

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

With that, right? So can you tell us why Dynatrace has kind of catapulted to the front of the line? Again, this is, has not really been a new technological concept. Applications have existed, right? You've had some permutations of, competitors in this space for the better part of the last decade. So what has empowered you, enabled you to, you know, speed skate past everybody else and, you know, be a dominant force in providing clarity in complex infrastructure and application environments?

Jim Benson
CFO, Dynatrace

It, it's a great question. I think that, you know, from the early days of the company, workloads were largely on-prem. Actually, workloads today are still largely on-prem, and so they solved the problem around how is your application performing in a kind of on-prem environment. Well, if you think about on-prem environments, back then, workloads and changes to software, maybe you had a change monthly, maybe you had a change weekly, and so the frequency of software updates was not as significant. Now, what's happened as the world has unfolded, and you have more and more workloads in on-prem environments, but they're in on-prem environments that ultimately your user is maybe on a handheld device somewhere. So the complexity that you now have to traverse to identify where problems are has exploded. Data has exploded.

Customers now, there's a lot more workloads that are in cloud environments. Now, you have hybrid environments, and as you introduce all this complexity, you've introduced an opportunity for there to be some defect, and you need to be able to detect where the problems are, and what has made Dynatrace unique and maybe evolved is as this complexity has unfolded, this platform that we built out was able to expand from an on-prem kind of environment to now solving on-prem and cloud workloads and hybrid workloads, and doing it in a way that because we focus on the enterprise customer base, most of these customers are hybrid customers.

The complexity that they have is the ability to find out where problems are is heightened, and you can't have eyes on glass chasing alerts because there's just too much data to do that. You do need to build a level of proficiency in having analytics and AI and automation drive your solution. The analogy that I would give would be, you know, a needle in a haystack.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

You know, ultimately, to fix a problem in software or in infrastructure, you need to know precisely where the problem is. We can tell you where the needle is. Others can tell you where the haystack is. But ultimately, for you to action something, you need to know precisely where the problem is. And I'd say this has just been years of innovation from our team in Austria, largely, that has built this out and kind of expanded on it.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Jim, one of the questions I get a lot is, you know, you've delivered very steady performance in your franchise over the last couple of years. You know, there hasn't been as much of an elasticity, you know, in either direction in a dramatic way as it relates to, you know, the bigger picture around cloud adoption, right? And I think there are some of your peers and competitors in this space who maybe have more proximity or exposure to some of these cloud-native, VC-backed, you know, small but fast-growing customers. I was hoping you could take some time to kind of discuss, just from an end market perspective, what your customer base looks like.

And the reason I ask is your opening comments were just around, hey, you were helping solve, you know, really thorny, hairy problems on very complicated applications, which naturally, typically tend to reside for some of your larger, maybe stodgier, you know, enterprise companies. So I was hoping you could spend a little bit of time on kind of delineating some of those perceptions, but potentially misperceptions as well.

Jim Benson
CFO, Dynatrace

Yeah, so I would bring us back to, so we focus on enterprise customer base. We talk about the Global 15,000. So think of this as your largest 15,000 companies and/or governments on the planet. And the reason we focus on them is the environments that they are in, by definition, are complicated. By the way, those Global 15,000, they're not all legacy. "Hey, I have on-prem, I have cloud workloads." In some cases, those are cloud-first oriented customers. So, the benefit of Dynatrace is we can do both. We can manage and provide visibility to on-prem workloads. We can provide visibility to cloud-native workloads. Your point is not lost on if you're a cloud-native company, are we maybe not going after them?

I'd say we do in our hunting model, we are identifying those particular customers that have significant opportunity for a total addressable market for us. We will go after them, but we are focused on the customer base that we are because we solve very significant problems. And, you know, think of large financial services organizations, governments, retail. So we are not. We are pervasive in the verticals. I wouldn't say necessarily that, you know, maybe there is a misperception that, well, you go to Dynatrace if you want a legacy workload monitored, you go to someone else if you want a cloud-native workload monitored. That's not the case. We can do both. We haven't abandoned that.

Having said that, because of what we do, I would say that depending upon who you talk to, you listen to Andy Jassy, he will say 80%-90% of workloads are still out on-prem. So, we're solving what we believe are significant problems, and we can help customers as they move on their journey.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

That 15,000, G15K, so Global 15,000 addressable audience, right? You have 4,000 customers today, so that's a pretty significant mathematical runway to kind of go after, right? But your growth on the install base side has been more measured, right, and I think you've alluded to that in the context of, "Hey, we're solving for quality of logos versus quantity of logos." I wanted to spend a little bit of time on how you're kind of, you know, straddling this quality versus quantity, especially as you've also demonstrated that you're doing larger land transactions, and I'd love for you to put some numbers around that, so you know what that strategy around install base and logo growth potential is, given 15K is a pretty big number versus your 4K today.

Jim Benson
CFO, Dynatrace

It's a great question. So you're right, we have a little over four thousand customers. We're targeting fifteen thousand. So there's a significant runway for new logo expansion, no doubt. And, you know, just to be clear, you know, you're right, I focus on the quality of new logos. It doesn't mean I completely dismiss the number, 'cause to your point, it is important that we penetrate what is a significant addressable market. However, what I wanna make sure is that we're measured in that we want to land with the right profile of land size. We have found that if a customer lands at $100,000 or greater, their propensity to expand is significantly greater. Now, they get better support and coverage from us when that's the case, and so that hence why we focus on the quality of the logo.

But I'd say relative to our growth, probably 40% of our net new ARR is gonna come from new logos, and 60% will come from expansions as you continue to grow. As you can imagine, your expansion percentage will increase. But we have a motion, depending upon the geography, that has some dedicated hunting or what we call strategic acquisition orientation, so people that are just focused on selling to new logos. And then there are environments we have where there are hybrid reps, where they're selling new logos, and they're also farming in the installed base. So there's significant runway to expand further with our existing customers, and there's significant runway to acquire new logos, and that's kind of the general equation. And on the go-to-market side, we go to market both direct and through partners.

Our ambition on the partner side is to be able to get broader reach from partners. The reality today is that partners are in over two-thirds of our deals. That doesn't mean they're driving two-thirds of the demand. We need to get to a model that they actually drive, call it less than a third of, like, literally originated, that they originated the deal. Getting back to your kind of new logo, you know, and what the equation is, some of the way you get there is broader reach through partners, to be able to reach customers that. 'Cause what we don't want is we don't want a model that's just add new reps, productivity per rep. That model breaks at some point.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

You need to have an ecosystem that you're leveraging as well.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

I think one of the other ways that you've expanded your aperture on driving more adoption, improving velocity of customer acquisition, and even expansion is the introduction of the Dynatrace Platform Subscription. I think it kind of came into our consciousness early last year. So it's been incubating. So I'd love for you to spend a little bit of time talking about DPS, and then relatedly, you know, what are the milestones and mile markers you've hit? And as the adoption grows, you know, what are some of the things that you're anticipating from a consumption standpoint and, you know, KPI operational metric standpoint?

Jim Benson
CFO, Dynatrace

So you're right. Just to level set for folks that don't exactly know what DPS is, it's the Dynatrace Platform Subscription. And the pain point that it was intending to solve was customers gave us feedback that they loved the product. They did not like the contracting process, that the contracting process required continued sales effort for them to try new products. So Dynatrace Platform Subscription gives you access to the entire platform for a fixed fee over a finite term, one year, three year.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Whereas historically, it was, you subscribe to one particular part-

Jim Benson
CFO, Dynatrace

Yes

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Of the portfolio?

Jim Benson
CFO, Dynatrace

It was a SKU-based model.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

So you bought a finite amount of software for, application performance-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right

Jim Benson
CFO, Dynatrace

Monitoring or infrastructure monitoring-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right

Jim Benson
CFO, Dynatrace

Or application security. So customers were buying product attributes. They were not buying access to the platform. So the point of the Dynatrace Platform Subscription is you have access to the full platform with a rate card. Commit to a dollar amount, whether it be one year or three years, and based on that, you can leverage any product that you want on the platform. So it's a frictionless model, very similar to, not exactly, but very similar to the hyperscalers.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

As to where the hyperscalers work, where you commit to a committed contract value, and then you can access the entire platform. So we announced it generally available last Q1. We did it on a limited available basis manually for some customers, and it's ramped. So you mentioned milestones, so we're kind of a year through it.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

A little over a year. Twenty percent of our customers are now on the Dynatrace Platform Subscription model, and over 40% of our ARR. So we've already made very meaningful traction. Now, as you can imagine, that has spiked. You know, the biggest issue that we had was getting our sales force comfortable selling it-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Because it was different from selling a SKU-based model.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

So and the thesis is that customers that are on a Dynatrace Platform Subscription will consume faster, and if you consume faster, it means you'll burn through your commitment earlier. Burn through your commitment earlier means you'll be able to see an earlier expansion, so your NRR should benefit from that.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

We got early cohorts. Obviously, the only real cohort you have that's kind of burned through this is your Q1 cohort of last year. We look at all of these, so the customers that are on the Dynatrace Platform Subscription model consume at a two X rate to customers that are on the SKU-based model, so they're consuming a lot faster. It hasn't yet manifested itself in all of these early renewals 'cause we're still early days in it, but that's the thesis. You know, I'd say we've made very good traction to date.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

you know, one of the questions I get a lot is, you know, introducing DPS to customers, just from a financial model standpoint, doesn't that actually introduce maybe a lot more volatility in the numbers? And that, hey, you used to be a subscription model, and now it's commit based, so you've got customers that are maybe burning through their contract in six months, right? And so you're having, that's a great conversation to have versus one year-

Jim Benson
CFO, Dynatrace

Right

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

So, anything you can share in terms of behavioral patterns? Because I think the other juxtaposition is, you know, a lot of CFOs, and you're in the seat, right, you're more inclined to under commit, so there's also a likelihood that you're gonna blow through the cap sooner, right? So that's the good side of that. So how are you managing some of those variables, and what are you actually observing in how customers are behaving? Are they habitually and dramatically under-committing, or are they closer to the pin? And then ultimately, as CFO, how are you incorporating some of these volatilities in the way you're thinking about ARR trajectory, ARR linearity?

Jim Benson
CFO, Dynatrace

Yeah, just to make sure that before I answer that specifically, just to make sure we level set that. The model still is a ratable subscription model, so your customer's committing to a dollar amount in a term. We recognize revenue ratably over that term. You are right that it's a consumption drawdown, so customers could burn through their commitment earlier. If they burn through their commitment earlier, using an example of customer commits to a 12-month contract, $1.2 million, you generate $100,000 a month in revenue. They burn through their commitment in month 10, and you still have $200,000 worth of revenue you haven't recognized. They did an early renewal, and maybe they extended it for another 12 months. You then recognize that $200,000 over that extended period-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

I see

Jim Benson
CFO, Dynatrace

With an expansion. So it, it's still a pretty, It's not a model that's gonna be lumpy.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

It is a model that is sort of relatively consistent. So it isn't like a consumption model, where you can see volatility from period to period. Having said that, one of the things we are looking at, Fatima, is one of the things I think we've begun to introduce to investors is that consumption will become a more important attribute for us to be-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Talking about. And when I say consumption, I mean P times Q, price times quantity. Think of it that way, because ultimately, that is what is going to lead to an earlier expansion. So early days, with DPS, customers are consuming at a greater rate and pace. Now, I'm also intellectually honest to say that many of those customers probably would've expanded or consumed more anyway, just because customers that are like you tended to use that vehicle.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right.

Jim Benson
CFO, Dynatrace

But I'd say going forward, I think the good news is the data points around, you know, we have over 70% of our new logos now land with DPS. Now, 40% of our ARR. Now, we're in the pace of, and just so you know how it works, that you land, and then we have a CSM, customer success team model that drives the adoption. We have telemetry built into the platform that customers can see. So the other thing is that this is not just what's good for Dynatrace, it's also what's good for the customer-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

That we provide visibility to how they're consuming, so they can know, "Ooh, I'm actually burning at a rapid clip. Current course and speed, I'm gonna burn through my commitment earlier." Now, we don't want. If a customer's getting value, we hope they renew earlier. You know, could they dial something back because they don't wanna get into maybe an overage situation? Yes. But we're monitoring this, and I'd say early days, we feel really good about it, that it has solved the impediment, which was getting an ability to access more of the platform. Now it's about, you know, customer value, and if they're getting more value, then they'll do an earlier expansion.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Is the overage piece, you know, becoming more prominent, or is that just sort of a tail dynamic?

Jim Benson
CFO, Dynatrace

It's immaterial.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Okay.

Jim Benson
CFO, Dynatrace

Having said that, I was telling an investor earlier that we don't call it an overage, we call it an on-demand consumption.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

The reason we do is that overage implies that you're charging a premium.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

We do not charge a premium if you burn through your commitment-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

So your rate card doesn't change. However, you're incentivized to do an expansion, because if you do an expansion and you increment your commitment, you'll get a better unit price.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right.

Jim Benson
CFO, Dynatrace

They have an economic benefit for them to consume earlier.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right.

Jim Benson
CFO, Dynatrace

But you will see it modestly show up in revenue, which is, with most of our revenue is subscription revenue ratable. You'll have a very immaterial amount of on-demand consumption. For customers that maybe are in the, "Hey, I'm two months from my renewal," we'll just say on-demand consumption until I renew. So but I wouldn't. It's immaterial.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm, mm-hmm

Jim Benson
CFO, Dynatrace

But there is something.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

The other comment you mentioned was, hey, consumption is tracking very nicely ahead, almost 2x what you're monetizing.

Jim Benson
CFO, Dynatrace

So the two X comment is on customers that are on a DPS contract-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

Versus a SKU-based contract.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Got it. Okay.

Jim Benson
CFO, Dynatrace

Consumption of the platform.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Is growing significantly faster. Like, all in DPS customers-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

SKU-based customers, look at it in aggregate, is growing significantly faster than ARR growth. Again, what it tells you is that if you're growing consumption faster than ARR growth-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

At some point.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

It should catch up.

Jim Benson
CFO, Dynatrace

Exactly. Now, there is, as you can imagine, you have, you know, do the math of it. Depends upon where you are in your life cycle. If you just early renewed and you're consuming really fast, you might not have a renewal.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

Whereas if you're later in your contract cycle. But the whole premise is, the longer you that we're trying to drive consumption growth, and hopefully customers are getting value from it. Consumption growth should lead to ARR growth.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

It's a very natural outcome that ARR and net retention rate-

Jim Benson
CFO, Dynatrace

Yes

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Is going to have to mechanically catch up to the amount that is being consumed by the install base. And so, what are some of the evidence points you're seeing, and is there a kind of a timeframe? Is this a six-month lag? Is this a twelve-month lag? And I can appreciate, you know, only 20% of the base is on DPS, right? So how should we internalize, you know, the downstream financial impact, and when that should, you know, actually provide upward, positive upward pressure on net retention rates and ARR?

Jim Benson
CFO, Dynatrace

We've, you know, at current course and speed, I would say if what we've seen continues, you should see stabilization in ARR, maybe in the very back half of the year. And then if it continues, you should potentially see modest NRR accretion for fiscal 2026. But there are a lot of variables that-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right, right

Jim Benson
CFO, Dynatrace

that as a current closing speed, if you know-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Cruising altitude.

Jim Benson
CFO, Dynatrace

Yeah, what's that?

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

The current cruising altitude.

Jim Benson
CFO, Dynatrace

The current cruising altitude, if that continues, and you continue to have consumption grow at the rate that it is, be above the level of ARR growth, it should lead to a bottoming of NRR, and then an acceleration of NRR.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Um-

Jim Benson
CFO, Dynatrace

The timing of which you say, is it six months, is it nine months? It's tough to call, to be honest.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

You know, I think, DPS, clearly the shift towards this very attractive contracting vehicle has been a pretty significant change in the way the sales organization has gone to market. But there's also been some other more express changes to how you are going to market, right? You've had a new CRO come into the role. You know, can you walk us through some of the intrinsic sales organizational changes that you've instituted over the course of this year and the end of last year? And how do you expect some of those outcomes to play out?

Jim Benson
CFO, Dynatrace

It's a great question, so we talked a little bit about it, I think, in our fourth quarter call. I wouldn't say he's new anymore. I guess he's relatively new. He's been here a year, but our Chief Revenue Officer, one of the things he looked at in his first nine months was he looked at the coverage model, and obviously we focus on the Global 15,000. That hasn't changed. He kind of checked the box. He agreed with that kind of as a your target market based on what we provide.

He looked at where resources were deployed, and he said, "If I literally look at the Global 15,000, and then I say, 'Well, let me look at the TAM of the Global 15,000.'" He said, "You know, if you look at the TAM, the top 500 customers represent 50-plus% of the TAM." So this 50% of the TAM is in the Global 500. He said, "But when I look at my resources, I don't have the right resource attention there," and that's the biggest sweet spot for Dynatrace. That's the. Those are the problems that we solve best. So we had, on average, in the Global 500, 8-10 accounts per rep.

One of the changes that we made was we reweighted, and we took the resource allocation from eight to 10 accounts per rep to four to five. We cut it in half, and the premise is, when you're selling to those large enterprises, you have to in order for you to go deep into them, you need to understand them. You can't do that with that many accounts. We now did it effective April this year. We reassigned accounts, so we added more resources in the Global 500 from a capacity perspective. That's one change. Good news is, we're first 90 days, you know, we were a little bit worried about whenever you make salesforce changes, there might be a little bit of disruption.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right.

Jim Benson
CFO, Dynatrace

We did not see any. That was one change. The other change was that we had a very established play of land and expand with go find an application owner, get to a POC, proof of concept, land with the customer, and then expand workloads from there. Tried-and-true model. We now have three sales plays, so that still is one.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

There is now an end-to-end observability sales play, which is customers that are looking for some level of tool consolidation or vendor consolidation. So that's a specific sales play. And then there's a third sales play around cloud modernization, and you hear terms of shift left, shift right, but it's basically the developer and the IT operations communities working more together-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Around being responsible for-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Workloads and ensuring workloads work correctly. We've changed some customer segmentation, more weighted to higher propensity to spend customers. We have introduced more sophisticated sales plays. We have adjusted on the partner side.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

Partners are critical because we can't just add reps. We also need expansion from the partner community, and even though over two-thirds of our business is influenced by a partner, the reality is we want more deals originated from a partner. We want more pipeline. And so there's been work done on the partner enablement side, where we're segmenting how you work with GSIs versus hyperscalers versus regional channel partners. So there's. And then there's a whole sales enablement that goes around that. So I would say we've significantly enhanced the sophistication and enablement on the go-to-market side. So sometimes I think people think that, "Oh, they're just whale hunting now. They've changed all their resources," that's. There's a bunch of things we've done. We've not seeded below the Global 500 to other competitors. We're still focused on that.

We just needed a little bit better resource weighting-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

And then we needed a little bit more sophisticated sales model to go after that.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

I think the other piece on the chessboard, as it relates to go-to-market, has been, you implementing the biannual quota system.

Jim Benson
CFO, Dynatrace

Oh, yes. Yep.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

You know, talk to us a little bit about that, the impetus there. I think maybe some of it is obvious, but, you know, what was the motivating force, to kinda do the biannual quota? And I think, you know, you've rightly been conservative in the way you're thinking about guidance, but why wouldn't we actually see almost immediate productivity improvements? Because you either make quota in six months or you don't.

Jim Benson
CFO, Dynatrace

Yeah. No, it's a great question. I personally have not seen, in my career, two six-month quotas.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

Our CRO has, so he's done this before. So as you can imagine, the obvious benefit from two six-month quotas is linearity-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Is something sales cares about then, you know, when you don't have, when you have annual plans, not surprisingly, they have a year to hit their number. So it shouldn't be a big surprise that, well, what is Dynatrace's linearity? Well, historically, our linearity is 60% of our net new ARR comes in the second half of the year. And it used to be more in Q3, now it's actually more in Q4. And so, two six-month plans changes now the psyche of a sales organization where, that they now need to hit a first-half number and a second-half number. Now, for them, they can make more money. So the, the premise of it is the, we've actually did the math of it, and it actually is a bit more costly-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Okay

Jim Benson
CFO, Dynatrace

As a result of doing that. But the premise is you will get, hopefully, some improvement in linearity, to your point. Like, that it's obvious. Whether or not that proves to be true, we'll see.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

I mean, part of it is, with six- to nine-month sales cycles, it, you may not necessarily see a huge impact in the first half. But the other benefit you can get from two six-month plans is the, when you have annual plans, and if you wanna make even small adjustments mid-year, you can't-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

'Cause it's wildly disruptive. You can make mid-year adjustments, not that we're planning on making any, but you can if you wanted to. And so maybe you get an improvement in linearity, and maybe you get an ability to make some modest sales changes.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

None of that is really factored into the way you're thinking about ARR?

Jim Benson
CFO, Dynatrace

I mean, as you can imagine, the guide. Let's be clear that our guide is prudent.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

The guide suggests that the performance in Q1, you know, growth moderates.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Between now and the end of the year. As you can imagine, our internal plan is more ambitious than that.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right.

Jim Benson
CFO, Dynatrace

But we've tried to build some, what we think is transparency for investors around, you know, we don't know whether these sales changes, even though they haven't had any impact in the first quarter, the benefit of them has not materialized yet, so we're probably building a level of caution into that, and then the macro environment is still uneven-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

Not better or worse, and then what was an emerging trend in maybe our third and fourth quarters last year of customers considering some level of-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Tool consolidation, we're actually seeing that become, which is why it's a sales play.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

We're seeing more interest in that, and by definition, those sales cycles are a little bit longer.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

So we tried to factor that in, to try not to get ahead of ourselves.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

So you brought up macro, so I'm gonna ask you the obligatory macro question.

Jim Benson
CFO, Dynatrace

Okay.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

You do have a sizable international business, so, you know, hate it or love it, you are exposed more to what's happening in EMEA and APAC. So I was hoping you could spend a little bit of time on what some of the behavioral patterns, technology adoption patterns are, that are maybe distinct from geography to geography. And I know maybe EMEA gets a little bit of a bad rap, that, hey, they were kind of behind the curve on cloud adoption, so they may be a little bit slower on the tech curve. And I don't think you've experienced that, so I'd love to get your perspective on it. But just the business performance from an international and regional theater perspective, and any observations on if customer maturity or customer procurement behavior is markedly different?

Jim Benson
CFO, Dynatrace

It's a good question. I would say that. So, you know, we do roughly 40% of our business outside the Americas. And I'd say from a technology adoption perspective, you're right, that they probably do vary a little bit. You probably have EMEA that is probably less cloud native, you know, in their-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

Cloud-native journey. I think you have, Asia Pac maybe, a bit more on the accelerated path on the cloud-native side. And then you're seeing it's continuing to grow in the Americas, that I see some notable distinctions by geography. I do think in EMEA that, there's more, macro behavior, like the caution on the macro side is more evident in EMEA. So I'd say, customer behavior is more cautious. Now, it's the contrast to that is, that's actually been our best-performing geography.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right.

Jim Benson
CFO, Dynatrace

It is ironic that I do think just from a customer behavior perspective, they are more price-sensitive, and it takes longer to get deals done, but I think that we've executed well. Our sales team has executed very well in EMEA.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

And by the way, has that manifested more on a slower net expansion? So if you were to decompose net retention rates from a geographic perspective, and layering on some of the comments, are you seeing that EMEA behavior manifest more in slower logo growth or slower expansion?

Jim Benson
CFO, Dynatrace

I would say the more on the expansion side than anything, and then the other geography that I would comment on. I think we have a huge runway on Asia Pacific and Japan-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

That we have a new sales leader there, and so I think the growth opportunities there, I think are significant. I think we have significant growth opportunities in Latin America as well, and Americas, let's face it, when it's 60% of your business, I hate to say it, so goes the Americas, so goes the performance of the company.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right, right.

Jim Benson
CFO, Dynatrace

It's just the nature of the beast. But, you know, I'd say relative to your point about, I feel good about where we're at, that the new CRO, his leadership team is established. He's made some changes. We have a new Asia Pacific leader. We have a new Americas leader. We have a new Latin America leader, we have a new channel leader. So,

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

This is all in the span of the last year?

Jim Benson
CFO, Dynatrace

In the last year.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Okay.

Jim Benson
CFO, Dynatrace

In some cases, it was an individual retired.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

And in some cases, it was just a change that was made. So I'd say we have a very seasoned leadership team that has kinda seen the movie of scale.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

And so we're evolving. As you can imagine, we're evolving. It was always a very scrappy sales force, and we don't wanna lose that nature, but we also wanna build some sophistication into, you know, when you're selling to large customers, you need to have a level of enablement that I'd say the new CRO brings.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Jim, I wouldn't be a card-carrying software analyst if I didn't ask you about generative AI.

Jim Benson
CFO, Dynatrace

Got it.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

I know you have a couple of ideas on, you know, how generative AI is going to be, you know, operationalized for yourselves-

Jim Benson
CFO, Dynatrace

Sure

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

But for customers. But just kind of in broad strokes, what's the strategy here? Are you immediately monetizing this? Is this just gonna be a vehicle to make Davis that much more of a sticky user experience?

Jim Benson
CFO, Dynatrace

So it's probably more that. So obviously, Gen AI, just at the highest level, Gen AI, the promise of Gen AI means you're gonna have more developer productivity. More developer productivity means more workloads. More workloads means more opportunity for observability. So just that general theme, we have nothing to do with. It's just literally if they drive productivity, and you can drive more. And I would even argue that potentially you introduce more problematic workloads.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

That get introduced because, you know, that you're now leveraging gen AI that maybe has not been tested as well.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

But our direct monetization, we have we call it Power of Three. So we've always had causal and predictive AI built into Davis AI, with you know, the Davis engine. So we've always been able to use AI to, well, identify root causes on the causal side, and then looking at patterns that existed before to predict when maybe an outage was gonna occur. What we now have with gen AI is an ability to leverage our causal and predictive AI.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

You know, the worry that people have with AI is hallucinations.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right.

Jim Benson
CFO, Dynatrace

And leveraging our, you know, our data engine, which already has causal and predictive AI, you kinda know that the hallucinations are gonna, you know, be limited because you're using a, a trusted source of data. And the way it'll get monetized is that as customers query more and leverage it more, it means there's more activity. More activity means more P times Q-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Relative to consumption.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

We're not charged extra for it, so it's not like there's a SKU that you buy.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

Or a capability that you buy. We might well do something different in the future, but right now it's more we want more leverage of it, and the more. Because to us, the more you can get Gen AI, you don't need a sophisticated power user. Now you can expand the number of people that can do queries, because you can use large language models, natural language models, to get more people leveraging the platform, which more people leveraging the platform means more consumption-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Wwhich means, more dollars.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Got it. I'd be remiss if I didn't ask you about how you're thinking about the investment envelope. You've obviously demonstrated you can walk and chew gum at the same time, so you can grow, but you can also show margin expansion and free cash flow conversion. So, you know, when you're thinking about these competing priorities at the top line, you know, what influence is that having on how you're thinking about sales capacity or driving more efficiency from distribution from partners? Anything you can share with us on the kind of philosophy from an OpEx standpoint?

Jim Benson
CFO, Dynatrace

So the benefit that investors have had with Dynatrace really from the get-go is you get the benefit of strong growth and profitability, and we're committed to both, and we've always been committed to both, so even when that wasn't necessarily in vogue, you always got both.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

You did it before it was cool.

Jim Benson
CFO, Dynatrace

Yeah, exactly. And so we now have 28% operating margins, call it 30% pre-tax free cash flow margins. We're the rare company that pays cash taxes. So our philosophy is, we're not gonna be telling you: "Hey, I want to invest more. I'm gonna erode margins, and let me give you the promise of growth thereafter." We think there's enough that we can drive for continued efficiencies. It's just, it's a muscle that we have within the company to look for areas of efficiency, to be able to reinvest in whether it be R&D or sales. And so we drove 300 basis points of margin accretion in fiscal 2024. We will not likely do that again. The guide doesn't imply that we will.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

But we will not erode margins. So we kinda think of it as, we might not accrete margins in a significant way this year, but we are not gonna erode margins. And, you know, probably if we execute well, we'll probably be able to have some modest accretion this year. And that's. We think we're big enough that we'll be able to continue to both, which is make the investments we need for the top line.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm

Jim Benson
CFO, Dynatrace

While continuing to be mindful about margins.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

How are you thinking about, maybe the uptake of some of these, COGS or margin-hungry products, like Grail, for instance? There's just more ingestion, right? There is incremental COGS associated with that. So, you know, to the extent that scales, because DPS just makes it that much easier, is that something that the model can absorb? And will that maybe be a contributing factor to having more muted expansion? 'Cause it's a good, high-quality problem to have.

Jim Benson
CFO, Dynatrace

It's a great question. And your thesis is right, that the more consumption of some of these new product areas make your COGS go up. But just understand that we have. You know, there's R&D that is focused on, "Hey, here's a new product feature. Here's a new capability." We have a lot of R&D also oriented around ensuring that we continue to drive efficiency in things of that nature. So there are initiatives underway to ensure that we continue to drive the needed cloud hosting efficiencies that we need. So we do believe it can be funded within the model. And that's what's great, you know, that it's a R&D organization that focuses as much on innovation as it does continuing to drive improvements in the efficiency and the way things are done.

And by the way, Grail, by definition, and the way Grail was architected, is very efficient. And so more people leveraging it, yes, you will increase your costs, but the more we can drive around innovation to help with that, the better unit costs we can drive out.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

My very last question for you, Jim, is, you know, distilling a lot of what we talked about, how do you get the business from what is 15% ARR growth right now back up to the twenty ZIP code? The two things that need to go right and, you know, two things that, you know, are keeping you a little bit paranoid that could maybe have you take a little bit of detour to get to the- back to 20%-plus on ARR growth.

Jim Benson
CFO, Dynatrace

I really believe we are not market opportunity constrained. So the market opportunity exists for us to get growth back-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

With a two handle.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm.

Jim Benson
CFO, Dynatrace

That we need to get this go-to-market pivot right. Not to be perfect, but we need to get it right, and so that's probably the number one thing that we need to get right. We certainly have the products to be able to fuel that. There's more in the pipeline that we will be announcing, so I don't think we're opportunity constrained. I don't think that, of course, there's always things you can do on the product side.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Right.

Jim Benson
CFO, Dynatrace

But I do think on the go-to-market side, we need to get these changes settled in in turning into productivity, and I'm optimistic-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

That we will. I think that we're still early days. I can't tell you, "Hey, do I have a proof point that suggests we're there?" But that's probably the number one thing. And then I'd say, some of the newer areas like logs, I think that there's a lot of room. Not that application security doesn't have room for growth, but logs just by definition-

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Mm-hmm

Jim Benson
CFO, Dynatrace

Is just a very, very large TAM, and I think that we have to continue to get better traction. So I wouldn't say it keeps me up at night, but I would say consistent focus on: Are we getting what we are looking for on the go-to-market side?

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Terrific. It's always a great conversation, Jim. I appreciate the time.

Jim Benson
CFO, Dynatrace

Thank you for having me.

Fatima Boolani
Co Head US Software Equity Research and Managing Director, Citi

Thank you!

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