Rick Mcconnell on ARR growth
From $DT Dynatrace Q4 2026 Earnings Conference Call · · EARNMOAR
“We surpassed $2 billion in ARR and delivered our fourth consecutive quarter of 16% ARR growth. We drove continued traction in logs, now well over 100 million in annualized consumption, growing more than 100% per year.”
On , Rick Mcconnell, Chief Executive Officer & Director at DYNATRACE INC, spoke about ARR growth during $DT Dynatrace Q4 2026 Earnings Conference Call on EARNMOAR.
About Rick Mcconnell
Rick McConnell, CEO of Dynatrace, discussed the company's fiscal 2026 results and strategic milestones during the May 2026 earnings call. He stated that Dynatrace surpassed $2 billion in annual recurring revenue (ARR) and delivered a fourth consecutive quarter of 16% ARR growth, describing it as a "year of milestones" and "firsts." McConnell noted that logs revenue exceeded $100 million and grew 100%, and that consumption-based pricing now accounts for over 75% of ARR. He said the company is moving from a "fix, stabilize, accelerate" phase into an acceleration period, with guidance implying nearly double the net new ARR growth from fiscal 2026 levels. In a March 2026 interview, McConnell highlighted Dynatrace crossing $1 billion in lifetime AWS marketplace sales, with 75% of that total occurring in the prior two years. He described the company's new "Dynatrace Intelligence" offering as combining deterministic AI with agentic AI to create "self-healing systems" that can autonomously prevent, remediate, and optimize incidents. McConnell added that the company advanced cloud-native integrations across AWS, Azure, and GCP, shifting operations from reactive monitoring to autonomous action. He stated that the winner in observability will be the provider that serves both human-led and agent-led environments with a shared system of truth.