Dynatrace, Inc. 8-K
Research Summary
AI-generated summary
Dynatrace Reports Q3 FY26 Results, Authorizes $1.0B Share Repurchase
What Happened
- On February 9, 2026, Dynatrace, Inc. (DT) issued a press release and scheduled a conference call to discuss the company's financial results and other information for the fiscal quarter ended December 31, 2025. The press release is furnished as Exhibit 99.1 to the 8-K.
- The company’s Board of Directors also authorized a new share repurchase program of up to $1.0 billion of common stock. Repurchases may be made on the open market or through privately negotiated transactions (including Rule 10b5-1 plans) and the program has no set expiration date.
Key Details
- Date of filing/announcements: February 9, 2026; fiscal quarter ended December 31, 2025.
- Share repurchase authorization: up to $1.0 billion of common stock.
- Repurchase mechanics: open-market and privately negotiated transactions, including Rule 10b5-1 plans; program can be suspended, modified, or terminated at any time and does not commit the company to buy a specific number of shares.
- Funding: repurchases are expected to be funded from existing cash balances and future cash flow.
Why It Matters
- The upcoming earnings release and conference call will provide quarter-specific results (revenue, ARR and other operating metrics) investors use to assess performance — watch for revenue and ARR details when the company reports.
- The $1.0 billion buyback gives Dynatrace flexibility to return capital to shareholders and reduce outstanding shares over time; because the program has no set limit on timing or required purchase amount, actual repurchases will depend on market conditions and company discretion.
- Investors should monitor the earnings release, management commentary on the call, and any subsequent announcements about the timing and scale of repurchases to judge near-term financial impact.