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Dynatrace, Inc.

CIK: 17733833 Annual ReportsLatest: 2026-05-20

10-K / May 20, 2026

Revenue:$2,018,387,000
Income:$162,669,000

10-K / May 22, 2025

Revenue:$1,698,683,000
Income:$483,684,000

10-K / May 23, 2024

Revenue:$1,430,530,000
Income:$154,632,000

10-K / May 20, 2026

Dynatrace

Overview

Dynatrace provides a unified Software-as-a-Service (SaaS) platform for observability, continuous runtime application security, and AI-driven operations that serve IT operations, development, security, business, and executive teams. The platform helps organizations accelerate secure software delivery, modernize cloud environments, and improve digital performance.

Core platform foundations and differentiators

  • Grail: a unified data lakehouse that stores observability, security, and business data types (logs, traces, metrics, real user data, events, sessions, etc.) without upfront indexing or data movement, enabling AI to work from a single, continuously updated data source.
  • Smartscape: near real-time, automatic mapping of interdependencies across applications, infrastructure, networks, services, users, and other signals to provide contextual understanding of incidents and business impact.
  • Dynatrace Intelligence (deterministic AI combined with agentic AI): enables autonomous actions and remediation across modern software ecosystems.

Platform architecture

The platform is designed to scale across hybrid and multi-cloud environments, including AWS, Azure, Google Cloud, on-premises, and mainframe setups.

Key product and solution areas

  • AI Observability: improves performance, resilience, explainability, and compliance for generative AI workloads, LLMs, and agent-to-agent interactions.
  • Log Management and Analytics: unified approach to extracting value from log data with enterprise-grade extensibility and customization.
  • Modern Cloud Observability: native integration with cloud and container environments for complete visibility and proactive monitoring.
  • Infrastructure Observability: visibility across public, private, and hybrid clouds, including Kubernetes, OpenShift, VMware Tanzu, etc.
  • Application Observability: end-to-end monitoring of front-end and back-end systems with APM, distributed tracing, and profiling.
  • Digital Experience: real-user monitoring, synthetic monitoring, and session replays for web and mobile.
  • Application Security: runtime vulnerability detection with near real-time blocking to mitigate attacks.
  • Software Delivery: uses observability and security data to drive workflow automations (visual workflow creator or automation-as-code).
  • Developer Experience: provides developers with rich data and context to improve software resiliency and security.
  • Business Analytics: aligns platform data to KPIs to show how digital service performance affects business outcomes.

Additional platform components

  • Bindplane: telemetry pipelines for data capture, optimization, and delivery with edge-focused data quality, cost control, and data masking/encryption.
  • OpenPipeline: high-performance stream processing to ingest, enrich, and contextualize data (e.g., OpenTelemetry) for AI-powered analytics.
  • OneAgent: agent that runs on hosts to automatically discover processes and activate instrumentation.
  • PurePath: end-to-end timing and code-level context for distributed traces.

Deployment and licensing

  • Majority of customers use Dynatrace as a SaaS solution; Dynatrace Managed is available for on-premises deployments.
  • Dynatrace Platform Subscription (DPS): a flexible, scalable platform license with a minimum annual spend commitment; usage-based consumption and on-demand billing; customers can increase commitments for higher discounts.
  • Licensing and consumption can be managed via a customer portal with near real-time views, historical analysis, forecasting, alerts, and drill-downs.

Growth strategy

  • Continue R&D and AI/agentic AI development to extend technology and market leadership.
  • Drive adoption of the end-to-end platform, including log management with a single datastore.
  • Expand platform usage across more units and use cases within existing customers.
  • Grow the customer base internationally and through partner ecosystems (GSIs, hyperscalers, resellers, technology alliances).

Intellectual property and partnerships

  • Patents: 176 issued (104 in the U.S.); 108 pending (66 U.S. applications).
  • Trademarks: Dynatrace, OneAgent, PurePath, Smartscape, Grail.
  • Partner network: Global System Integrators (Accenture, Atos, Deloitte, DXC, Kyndryl), cloud providers (AWS, Azure, GCP), resellers, and technology partners (Atlassian, Red Hat, ServiceNow, VMware).

Customers and employees (as of March 31, 2026)

  • Customers: approximately 4,100 in over 110 countries.
  • Employees: approximately 5,600; about 70% located outside the United States; roughly 28% located in Austria.
  • U.S. and international presence spans about 40 countries.

Revenue and growth metrics

  • Revenue growth: 19% in the years ended March 31, 2026 and 2025; 23% in 2024.
  • Revenue concentration: in fiscal 2026 one channel partner accounted for 10% of revenue.

Market and geographic scope

Products and services address AI observability, log management/analytics, modern cloud observability, infrastructure observability, application observability, digital experience, application security, software delivery, developer experience, and business analytics. Sales to international customers represented a majority of revenue for the period described (54% outside the U.S. for the year ended March 31, 2026).

Organizational and operational characteristics

  • Strong R&D culture with agile development and test automation.
  • Partner-driven go-to-market, including cloud marketplaces (AWS, Azure, SAP, Google) and a network of strategic partners.
  • Product strategy includes AI governance, security, and ethics.

Summary at a glance

  • What they do: Provide a scalable, AI-powered observability and reliability platform with integrated security, analytics, and automation to optimize digital performance across cloud, hybrid, and on-prem environments.
  • Platform core: Grail data lakehouse, Smartscape dependency graph, Dynatrace Intelligence (agentic AI), OneAgent, PurePath, and a suite of observability, security, digital experience, and business analytics products.
  • Deployment/licensing: Predominantly SaaS; optional Dynatrace Managed; DPS platform subscription with usage-based consumption.
  • Scale: ~4,100 customers in 110+ countries; ~5,600 employees; sustained revenue growth in 2024–2026; 10% of revenue from a single channel partner.
  • Growth, partnerships, IP: Broad GSI/hyperscaler/technology partner ecosystem; 176 issued patents; ongoing investments in AI and cloud-native capabilities.