Dynatrace, Inc. (DT) Global Technology, Internet, Media & Telecommunications Conference 2025 November 18, 2025 11:20 AM EST
Company Participants
James Benson – Executive VP, CFO & Treasurer
Presentation
Unknown Analyst
So we’re going to finish with a bang here right before lunch and then move on to the rest of the day. But yes, this morning is moving really, really quickly. I’m thrilled to have Dynatrace here once again. I know you guys forever, and it’s just — it’s fun to see the evolution of the company and to think about opportunities. We talked — we’ll get into it more, but thinking about some of these incremental opportunities, I think, are so exciting for the future of Dynatrace. And it really feels like in this world where people are looking for names that could see an inflection, I think Dynatrace is certainly one that is capable of that. And so we’re excited to spend time with Jim Benson, CFO. Noelle is down in the front row in IR, and thank you again for being here guys.
Question-and-Answer Session
Unknown Analyst
Jim, you guys are coming off of a really strong Q2 results. You didn’t see any ARR deceleration, and you raised the full year guide after Q2. And so I want to talk more about that. But just could you start out with just how you’re seeing the overall buying environment? Obviously, the beat and raise would be indicative of, I think, what you’re seeing, but just maybe set the stage for some of the underlying trends that you’re seeing out there?
James Benson
Executive VP, CFO & Treasurer
Yes. I would kind of echo your point. We had a great Q2. We got a great first half. So we accelerated in net new ARR to 16% growth in the second quarter, 14% for the
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