Latest news with #DT
Yahoo
4 days ago
- Business
- Yahoo
G vs. DT: Which Stock Is the Better Value Option?
Investors looking for stocks in the Computers - IT Services sector might want to consider either Genpact (G) or Dynatrace (DT). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits. Genpact and Dynatrace are sporting Zacks Ranks of #2 (Buy) and #3 (Hold), respectively, right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that G has an improving earnings outlook. But this is just one factor that value investors are interested in. Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels. Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years. G currently has a forward P/E ratio of 12.63, while DT has a forward P/E of 29.85. We also note that G has a PEG ratio of 1.37. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. DT currently has a PEG ratio of 2.33. Another notable valuation metric for G is its P/B ratio of 2.99. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, DT has a P/B of 5.35. These metrics, and several others, help G earn a Value grade of B, while DT has been given a Value grade of F. G stands above DT thanks to its solid earnings outlook, and based on these valuation figures, we also feel that G is the superior value option right now. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Genpact Limited (G) : Free Stock Analysis Report Dynatrace, Inc. (DT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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First Post
07-08-2025
- Politics
- First Post
Diplomacy over drama: India's ties with America go beyond Trump
India and the United States are bound not merely by trade statistics or transient political postures. They are linked, at a deeper level, by a civilisational affinity that transcends regimes, rhetoric, and rogue leaders read more I am going to begin this column with a joke. A man was being beaten in the public square of a town, but the more he was beaten, the more he kept laughing. Finally, someone watching the proceedings asked him why he was laughing. The man answered: 'These people are beating me because they think I am Dhiru. But I am actually Viru.' The joke may sound facetious, but it is both an illustration of the essence of Vedantic wisdom—that you are not what you (or others) think you are, Tat tvam asi—and of the principle that it is futile to beat the wrong person! STORY CONTINUES BELOW THIS AD My worry is that, in our reaction to Donald Trump's (DT) tantrums, we may lose sight of the fact that India has diplomatic relations with the United States of America, and not with a transient individual who will, within the next two years hopefully, become part of a short chapter of history that both Indians and Americans may wish to forget. I accept that it is tempting in today's age of 24-hour news cycles and Twitter-driven diplomacy to see history through the narrow prism of personality. But to reduce Indo-American ties to the temperament of one man is to profoundly misread both the long arc of history and the deeper convergences that bind the world's oldest democracy with its largest. India and the United States are bound not merely by trade statistics or transient political postures. They are linked, at a deeper level, by a civilisational affinity that transcends regimes, rhetoric, and rogue leaders. This is not to deny the reality of immediate irritants—especially around trade imbalances, technology transfer, and intellectual property disputes—but to place them in their proper context: as negotiable issues within a long-term, strategic relationship. Trump, in the grand sweep of India–US relations, is, in my view, a transient nuisance, a temporary disruptor, not a permanent roadblock; an aberration, not an irrevocable defining force for all time. His leadership style is at odds with the strategic patience that true diplomacy demands. He has reduced alliances to balance sheets, and friends to negotiable assets. Yet, despite his provocations, the structural foundations of the India–US partnership remain intact. Defence cooperation expanded, foundational agreements like BECA and COMCASA were signed, and strategic dialogues deepened. That such progress occurred even during Trump's erratic presidency is testimony to the resilience of the relationship. STORY CONTINUES BELOW THIS AD The goal of our diplomacy then must be not to throw the baby—which is the long-term perspective of Indo–American relations—out with the bathwater of a notoriously eccentric and unstable individual. How we do this will be the real test of our diplomacy. There are two aspects to this. First, our reaction to his unpredictable and often obnoxious behaviour. This should be responded to not with emotionalism but with a firmness infused with dignity, self-esteem and strategic autonomy. Dignity, because that befits our civilisational ethos; self-esteem, because we are not a pushover, nor are we at his mercy; and, above all, strategic autonomy because, as a sovereign nation, we shall not be dictated to by anyone—however powerful he may think he is—in deciding how we conduct our foreign policy and the choices we make in our national interest. Second, we should, through this temporary squall, continue to focus on the long-term convergences and mutually beneficial dividends that are the foundation of Indo–American relations. A substantive India–US trade agreement has long been awaited. Both countries have much to gain. The US is India's largest trading partner in goods and services, and India is a rising economic power with a rapidly growing consumer base and a sophisticated IT and pharma sector. STORY CONTINUES BELOW THIS AD A comprehensive agreement could address tariff barriers, ease investment flows, unlock supply chains, and enhance collaboration in sectors such as defence, hi-tech, clean energy, digital services, and healthcare. There may be Trump-engineered setbacks to such an agreement—including news even as I write this of even higher tariffs—but the conclusion of a trade deal must remain one of our pivotal goals. We should also focus on our strengths within the US. In contemporary times, the Indian-American diaspora—now over 4.5 million strong—serves as a living bridge. It is a community that excels in business, medicine, technology, and politics. From Silicon Valley boardrooms to Capitol Hill chambers, the Indian-American presence affirms the compatibility—and complementarity—of our two democracies. There are geopolitical synergies as well, given the relentless Chinese pursuit of hegemony in the Pacific region and elsewhere. Perhaps the senseless arbitrariness of Trump should make us smell the coffee, and put our own house in order. We need to diversify our trade markets, negotiate new destinations for our goods, and reduce dependence on any one country for our critical needs. We also need to do far more on the Ease of Doing Business arena, and make our economy more competitive, while continuing to upgrade our military infrastructure. STORY CONTINUES BELOW THIS AD Trump will come and go, but India must emerge stronger and more dynamic at the end of it. The writer is a former diplomat, an author, and a politician. Views expressed in the above piece are personal and solely those of the author. They do not necessarily reflect Firstpost's views.
News18
07-08-2025
- Politics
- News18
Trump Is A Phase: India-US Ties Are Bigger Than Him
Donald Trump will come and go, but India must emerge stronger and more dynamic at the end of it I am going to begin this column with a joke. A man was being beaten in the public square of a town, but the more he was beaten, the more he kept laughing. Finally, someone watching the proceedings asked him why he was laughing. The man answered: 'These people are beating me because they think I am Dhiru. But I am actually Viru." The joke may sound facetious, but it is both an illustration of the essence of Vedantic wisdom—that you are not what you (or others) think you are, Tat tvam asi—and of the principle that it is futile to beat the wrong person! My worry is that, in our reaction to Donald Trump's (DT) tantrums, we may lose sight of the fact that India has diplomatic relations with the United States of America, and not with a transient individual who will, within the next two years hopefully, become part of a short chapter of history that both Indians and Americans may wish to forget. I accept that it is tempting in today's age of 24-hour news cycles and Twitter-driven diplomacy to see history through the narrow prism of personality. But to reduce Indo-American ties to the temperament of one man is to profoundly misread both the long arc of history and the deeper convergences that bind the world's oldest democracy with its largest. India and the United States are bound not merely by trade statistics or transient political postures. They are linked, at a deeper level, by a civilisational affinity that transcends regimes, rhetoric, and rogue leaders. This is not to deny the reality of immediate irritants—especially around trade imbalances, technology transfer, and intellectual property disputes—but to place them in their proper context: as negotiable issues within a long-term, strategic relationship. Trump, in the grand sweep of India–US relations, is, in my view, a transient nuisance, a temporary disruptor, not a permanent roadblock; an aberration, not an irrevocable defining force for all time. His leadership style is at odds with the strategic patience that true diplomacy demands. He has reduced alliances to balance sheets, and friends to negotiable assets. Yet, despite his provocations, the structural foundations of the India–US partnership remain intact. Defence cooperation expanded, foundational agreements like BECA and COMCASA were signed, and strategic dialogues deepened. That such progress occurred even during Trump's erratic presidency is testimony to the resilience of the relationship. The goal of our diplomacy then must be not to throw the baby—which is the long-term perspective of Indo–American relations—out with the bathwater of a notoriously eccentric and unstable individual. How we do this will be the real test of our diplomacy. There are two aspects to this. First, our reaction to his unpredictable and often obnoxious behaviour. This should be responded to not with emotionalism but with a firmness infused with dignity, self-esteem and strategic autonomy. Dignity, because that befits our civilisational ethos; self-esteem, because we are not a pushover, nor are we at his mercy; and, above all, strategic autonomy because, as a sovereign nation, we shall not be dictated to by anyone—however powerful he may think he is—in deciding how we conduct our foreign policy and the choices we make in our national interest. Second, we should, through this temporary squall, continue to focus on the long-term convergences and mutually beneficial dividends that are the foundation of Indo–American relations. A substantive India–US trade agreement has long been awaited. Both countries have much to gain. The US is India's largest trading partner in goods and services, and India is a rising economic power with a rapidly growing consumer base and a sophisticated IT and pharma sector. A comprehensive agreement could address tariff barriers, ease investment flows, unlock supply chains, and enhance collaboration in sectors such as defence, hi-tech, clean energy, digital services, and healthcare. There may be Trump-engineered setbacks to such an agreement—including news even as I write this of even higher tariffs—but the conclusion of a trade deal must remain one of our pivotal goals. We should also focus on our strengths within the US. In contemporary times, the Indian-American diaspora—now over 4.5 million strong—serves as a living bridge. It is a community that excels in business, medicine, technology, and politics. From Silicon Valley boardrooms to Capitol Hill chambers, the Indian-American presence affirms the compatibility—and complementarity—of our two democracies. There are geopolitical synergies as well, given the relentless Chinese pursuit of hegemony in the Pacific region and elsewhere. Perhaps the senseless arbitrariness of Trump should make us smell the coffee, and put our own house in order. We need to diversify our trade markets, negotiate new destinations for our goods, and reduce dependence on any one country for our critical needs. We also need to do far more on the Ease of Doing Business arena, and make our economy more competitive, while continuing to upgrade our military infrastructure. top videos View all Trump will come and go, but India must emerge stronger and more dynamic at the end of it. The writer is a former diplomat, an author, and a politician. Views expressed in the above piece are personal and solely those of the author. They do not necessarily reflect News18's views. view comments Location : New Delhi, India, India First Published: August 07, 2025, 14:43 IST News opinion Opinion | Trump Is A Phase: India-US Ties Are Bigger Than Him Disclaimer: Comments reflect users' views, not News18's. Please keep discussions respectful and constructive. Abusive, defamatory, or illegal comments will be removed. News18 may disable any comment at its discretion. By posting, you agree to our Terms of Use and Privacy Policy.
Yahoo
07-08-2025
- Business
- Yahoo
Dynatrace Inc (DT) Q1 2026 Earnings Call Highlights: Strong Start with 19% Revenue Growth and ...
Subscription Revenue Growth: 19% increase. Annual Recurring Revenue (ARR): $1.82 billion, representing 16% growth. Pretax Free Cash Flow: 33% of revenue on a trailing 12-month basis. Net New ARR: $51 million, up 13% year over year. Average ARR per Customer: Nearly $450,000. Gross Retention Rate: Mid-90s percentage. Net Retention Rate (NRR): 111%. Total Revenue: $477 million, growing 19%. Non-GAAP Operating Margin: 30%. Non-GAAP Net Income: $126 million or $0.42 per diluted share. Free Cash Flow: $262 million in the first quarter. Share Repurchase: 905,000 shares for $45 million at an average share price of just under $50. Q2 Revenue Guidance: $484 million to $489 million. Q2 Subscription Revenue Guidance: $464 million to $469 million. Q2 Non-GAAP EPS Guidance: $0.40 to $0.41 per diluted share. Release Date: August 06, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Dynatrace Inc (NYSE:DT) reported a strong start to fiscal 2026 with subscription revenue growing 19% and ARR increasing by 16%. The company achieved a pretax free cash flow of 33% of revenue on a trailing 12-month basis, demonstrating strong profitability. Dynatrace Inc (NYSE:DT) closed 12 seven-figure ACV deals in the quarter, indicating robust expansion activity. The strategic enterprise pipeline grew nearly 50% year over year, with significant contributions from deals greater than $1 million. The company continues to see strong traction with its partner ecosystem, particularly with Global System Integrators (GSIs), which contributed significantly to large deals. Negative Points Despite strong performance, Dynatrace Inc (NYSE:DT) maintained a cautious outlook and did not raise its constant currency ARR guidance, citing early fiscal year timing and large deal variability. The company noted that large deals come with increased timing variability and longer duration to close, which could impact future revenue recognition. New logo additions were lighter than expected, indicating potential challenges in acquiring new customers. The company faces a modest headwind to margins due to the weakening dollar, as a significant portion of its expenses are euro-weighted. There is ongoing uncertainty in the macro and geopolitical environment, which could impact future performance. Q & A Highlights Q: Why didn't Dynatrace raise the constant currency guidance despite strong performance in DPS, logs, and ODC? A: James Benson, CFO, explained that while Q1 was an exceptional start, it's still early in the fiscal year with only 20% completed. The company maintains a prudent guide due to the growing pipeline of large deals, which have more uncertainty around close timing. They prefer to wait for more progress in Q2 before updating the guidance. Q: Can you elaborate on the consolidation of log vendors and the market's appetite for these deals? A: Rick McConnell, CEO, stated that customers are moving towards integrated solutions for observability, which is why isolated log solutions are less effective. Dynatrace offers an integrated platform that provides better outcomes at lower costs, attracting customers looking for comprehensive solutions. Q: How are the go-to-market changes impacting expansion activities and large deals? A: James Benson, CFO, noted that the changes in sales incentive models and segmentation have led to strong expansion activities, particularly with large customers. The pipeline is heavily weighted towards large expansions, driven by strategic accounts and higher propensity to spend customers. Q: How does the ODC revenue recognition change impact other metrics like NRR? A: James Benson, CFO, clarified that the ODC revenue recognition change only affects revenue and does not impact ARR or NRR. The focus remains on driving consumption through the Dynatrace Platform Subscription model, which leads to higher NRR and renewal rates. Q: What is the impact of AI adoption on Dynatrace's business? A: Rick McConnell, CEO, highlighted that AI adoption is accelerating, with more discussions around AI in observability use cases. Dynatrace is focusing on agentic AI, predictive operations, and integrating AI capabilities into their platform to drive autonomous systems, which is expected to be a critical evolution in the industry. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-07-2025
- Business
- Yahoo
Dynatrace (DT) Reports Next Week: Wall Street Expects Earnings Growth
The market expects Dynatrace (DT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 6, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. Zacks Consensus Estimate This software intellegence company is expected to post quarterly earnings of $0.38 per share in its upcoming report, which represents a year-over-year change of +15.2%. Revenues are expected to be $466.07 million, up 16.8% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Earnings Whisper Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). How Have the Numbers Shaped Up for Dynatrace? For Dynatrace, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.33%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that Dynatrace will most likely beat the consensus EPS estimate. Does Earnings Surprise History Hold Any Clue? Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Dynatrace would post earnings of $0.3 per share when it actually produced earnings of $0.33, delivering a surprise of +10.00%. Over the last four quarters, the company has beaten consensus EPS estimates four times. Bottom Line An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Dynatrace appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. An Industry Player's Expected Results Among the stocks in the Zacks Computers - IT Services industry, Leidos (LDOS), is soon expected to post earnings of $2.63 per share for the quarter ended June 2025. This estimate indicates no change from the year-ago quarter. This quarter's revenue is expected to be $4.23 billion, up 2.4% from the year-ago quarter. The consensus EPS estimate for Leidos has been revised 0.8% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +1.46%. This Earnings ESP, combined with its Zacks Rank #2 (Buy), suggests that Leidos will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dynatrace, Inc. (DT) : Free Stock Analysis Report Leidos Holdings, Inc. (LDOS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
