Dynatrace

Dynatrace

Cloud observability and security SaaS platform

Overview

Dynatrace provides a cloud-based platform for observability and security. It helps enterprises monitor apps, infrastructure, and user experiences across cloud environments through a single SaaS platform." The platform uses the Davis AI engine to automatically detect and fix issues, and offers features such as application performance monitoring (APM), distributed tracing, infrastructure observability, and threat protection with real-time analytics and automated responses. Unlike many competitors that offer separate tools, Dynatrace combines monitoring and security in one integrated platform and leverages AI to reduce manual work. The goal is to simplify cloud complexity, improve application performance, and secure digital assets for large organizations through automated, proactive insights and actions.

About Dynatrace

Simplify's Rating
Why Dynatrace is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Cybersecurity

AI & Machine Learning

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Waltham, Massachusetts

Founded

1993

People at Dynatrace

People at Dynatrace who can refer or advise you

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Simplify's Take

What believers are saying

  • Agentic AI complexity drives demand for full-stack observability, positioning Dynatrace as the critical control layer for autonomous operations.
  • LLM and generative AI observability is becoming mandatory, accelerating adoption of Dynatrace's AI Observability app across regulated industries.
  • Open observability standards like OpenTelemetry reduce pipeline sprawl, improving Dynatrace's compatibility and adoption in hybrid-cloud and AI workloads.

What critics are saying

  • Datadog's simpler pricing undercutting Dynatrace's $58/8GiB host cost will capture 45–65% of hybrid-cloud enterprise clients within 9–12 months.
  • Cumulative AI observability cost leakage from untracked GPU spend will drive 30% of clients to reduce Dynatrace's AI Observability module adoption in 6–12 months.
  • Dynatrace's operating margin collapse to 7% signals lost pricing power, accelerating 60–80% customer churn to competitors within 6–12 months.

What makes Dynatrace unique

  • Dynatrace unifies AI observability with causal Davis AI and real-time Smartscape topology for safe autonomous operations.
  • The Grail data lakehouse ingests one petabyte daily without indexing, enabling end-to-end agentic tracing and cost optimization.
  • Dynatrace Intelligence acts as the first agentic OS, fusing deterministic causal reasoning with probabilistic AI to prevent agent chain failures.

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Funding

Total Funding

$847.9M

Above

Industry Average

Funded Over

5 Rounds

IPO funding comparison data is currently unavailable. We're working to provide this information soon!
IPO Funding Comparison
Coming Soon

Benefits

Professional Development Budget

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

19%
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Jun 24th, 2026
Dynatrace innovate: agentic AI & observability in Singapore.

Dynatrace innovate: agentic AI & observability in Singapore. 3h ago · 0:00 listen · Source: GovInsider Summary. Dynatrace is hosting its Innovate Roadshow in Singapore on July 22, 2026, focusing on agentic AI and the future of observability. This event brings together innovators from public and private sectors. Attendees will learn how AI-powered observability helps digital enterprises analyze, automate, and innovate. The roadshow will feature keynotes, panel discussions, and demos. Public sector IT teams face increasing pressure managing digital services across complex environments. Dynatrace's APJ VP & CTO, Rafi Katanasho, states that agentic AI can shift IT operations from reactive to proactive. The event will also discuss the challenges of using agentic AI, particularly the risk of accuracy drops when chaining multiple AI agents without a strong foundation. Speakers from organizations like the Defence Science and Technology Agency and Changi Airport Group will share their insights. This event is crucial for public agencies navigating the opportunities and responsibilities of AI-powered platform operations. This is an AI-generated audio summary. Always check the original source for complete reporting.

Business Wire
Apr 10th, 2026
Edison Partners to sell its investment in Bindplane to Dynatrace.

Edison Partners to sell its investment in Bindplane to Dynatrace. Portfolio company's planned exit reinforces firm's commitment to modernizing critical enterprise solutions NASHVILLE, Tenn.-(BUSINESS WIRE)-Growth equity firm Edison Partners today announced it has signed an agreement to sell its investment in Bindplane to Dynatrace, a leading AI-powered observability platform. Financial terms were not disclosed. Read Dynatrace's announcement here. Over the course of our partnership, Bindplane built a differentiated telemetry platform that is deeply embedded in enterprise environments and we believe it is well positioned for this next chapter with Dynatrace. Share Bindplane provides an open-standards-based telemetry pipeline that enables organizations to capture, process, and route logs, metrics, and traces at scale. As enterprises increasingly adopt cloud-native architectures and AI-driven development, Bindplane's technology has become foundational in helping teams manage growing volumes of telemetry data. Its platform improves data quality, reduces ingest costs, and enhances compliance by governing sensitive data at the edge, while also enabling a seamless transition from legacy monitoring tools to modern observability frameworks. "We are genuinely proud of Bindplane's growth and the important role it has established within the modern observability ecosystem," said Steve Zieja, principal at Edison Partners. "When our team first invested, we believed enterprises would need a unified control point across increasingly complex infrastructure environments. It took conviction, persistence, and real technical focus to get there, and Michael Kelly and his team delivered. Over the course of our partnership, Bindplane built a differentiated telemetry platform that is deeply embedded in enterprise environments and we believe it is well positioned for this next chapter with Dynatrace." Bindplane reflects Edison's focus on critical enterprise software solutions that operate at essential control points within technology infrastructure. The sale of Bindplane to Dynatrace is expected to close later this month, subject to customary closing conditions. About Edison Partners Edison Partners is a leading growth equity firm providing the financial and intellectual capital CEOs and executive teams need to scale their companies. The firm's team brings more than 275 years of combined investing, operating and sector experience to each investment, accessible through the Edison Edge value creation platform tailored to each company's strategy and stage. Edison targets high-growth vertical SaaS, fintech and healthcare IT companies outside Silicon Valley with $15 million to $50 million in revenue. Edison's active portfolio has created aggregated market value exceeding $10 billion. The firm manages $2.2 billion in assets. For more information, visit www.edisonpartners.com and follow on LinkedIn.

Business Wire
Apr 8th, 2026
Dynatrace acquires Bindplane to boost AI-era telemetry pipeline control

Dynatrace has signed a definitive agreement to acquire Bindplane, a company specialising in open-standards-based telemetry pipelines that help organisations capture and manage data at scale. The acquisition is expected to close later this month and will not materially impact Dynatrace's FY'27 financial results. Bindplane's technology optimises and governs telemetry at the edge to improve data quality, reduce ingest costs and enhance compliance through data removal, masking and encryption. The company also facilitates transitions from legacy monitoring tools to modern cloud-native observability. The combined offering will enable Dynatrace to accelerate its Log Management and Analytics roadmap, providing customers with expanded ingest capacity across broader data sources and freedom to route telemetry to any destination.

Yahoo Finance
Apr 2nd, 2026
MongoDB appoints Chief Revenue Officer as US tech stocks target 15% annual earnings growth

Harmonic, an AI startup co-founded by Robinhood CEO Vlad Tenev, has raised $120 million in a Series C round led by Ribbit Capital, valuing the company at $1.45 billion. Sequoia and Kleiner Perkins participated, with Emerson Collective joining as a new backer. The pre-revenue company is developing Mathematical Superintelligence, an AI system that eliminates hallucinations by requiring outputs as verifiable code in Lean4 programming language. Its Aristotle model achieved top-level performance at the International Mathematical Olympiad alongside Google and OpenAI. Founded in 2023, Harmonic has raised $295 million across three rounds in 14 months. The funding will support computing power for model training. The company offers Aristotle via free API and targets commercialisation in safety-critical sectors like aerospace and finance.

Yahoo Finance
Mar 30th, 2026
Dynatrace shares drop 26% in a year despite $1.93B revenue as P/E hits 58x

Dynatrace shares are trading at $35.91 following recent declines of 3.9% in one day, 5.6% over seven days and a 25.8% loss in total shareholder return over the past year. Despite generating $1.93 billion in revenue and $184.56 million in net income, momentum has weakened considerably. One valuation narrative suggests the stock is 53.8% undervalued, citing a fair value estimate of $77.76 based on assumptions of stronger earnings growth and margin expansion from the company's Grail data technology. However, Dynatrace currently trades at a price-to-earnings ratio of 58 times, significantly above the US software industry average of 28.2 times and its peer average of 42.5 times, suggesting elevated valuation risk if market sentiment shifts.

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