Dynatrace raises FY26 guidance after Q3 revenue rises 18%; adds $1 billion buyback
Dynatrace reported third-quarter fiscal 2026 total revenue of $515 million, up 18% from a year earlier, and raised its full-year fiscal 2026 guidance. The board also authorized a new share repurchase program of up to $1 billion of common stock, which the company says will be funded from existing cash and future cash flow.
Key points
- Total revenue of $515 million, up 18% (16% in constant currency); total ARR of $1,972 million, up 20%.
- GAAP net income of $40 million, or $0.13 per diluted share, versus $362 million, or $1.19, a year earlier, when a tax benefit was recorded; non-GAAP net income per diluted share was $0.44 versus $0.37.
- Fiscal 2026 total revenue guidance raised to $2,005 million-$2,010 million from $1,985 million-$1,995 million.
- New $1 billion repurchase program has no time limit; the prior $500 million program was substantially completed, with $495 million spent through February 6, 2026.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:12 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 09, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.