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Posted by
Two Blokes May 28, 2025 -
Filed in
Stock
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Dynatrace is one of the clear leader in the observability space, driven by differentiated AI technology (Davis) and a robust platform approach (Grail, DPS). Despite macroeconomic uncertainties, Dynatrace's prudent guidance, strong pipeline growth, and expanding enterprise focus position it for revenue acceleration beyond current forecasts. The company's simple, transparent pricing and successful channel strategy—especially with hyperscalers and integrators—are fueling large deal wins and market share gains.