Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST
Company Participants
Rick McConnell – CEO & Director
Conference Call Participants
Raimo Lenschow – Barclays Bank PLC, Research Division
Presentation
Raimo Lenschow
Barclays Bank PLC, Research Division
Time is running. Okay. Welcome to our next session. Really happy. I didn’t realize, Rick, that you were just based here, so that’s even better.
Rick McConnell
CEO & Director
Yes, based in the Bay Area. So this is very approximate.
Question-and-Answer Session
Raimo Lenschow
Barclays Bank PLC, Research Division
So it’s a question I’m asking everyone at the moment. And it’s, how does it feel out there in terms of end demand? Because I guess the — is it stock market? And we can debate that all day long. But like difficult to find answers at the moment, but how is the real world?
Rick McConnell
CEO & Director
From my perspective, not a huge amount of change in macro, obviously, incredible amounts of deployment of capital being spent on data centers. We’re all very aware of that. I haven’t really noticed or observe much change in the overall spend environment for enterprise-oriented software at the moment.
Raimo Lenschow
Barclays Bank PLC, Research Division
And the — if you think about it, like the bigger question — so the big thing going on for you guys is that you’re talking more about strategic deals that the customer conversations are changing, et cetera. Talk a little bit about what’s driving that from a customer perspective? Maybe start with where the industry is as a whole and then how you can help the customers on that?
Rick McConnell
CEO & Director
Sure. Well, the evolution of the selling environment for us has evolved immeasurably even in my 4 years of tenure
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