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CLAIM #68394 · Dynatrace Holdings LLC (DT) · 2024Q1 earnings call · May 2, 2024 · due May 2, 2025

I would expect to see an uptick in logs on Grail in particular over the course of the next year.

Jim Benson · CFO

PENDING
graded after results covering May 2, 2025 are reported

In context

Jim Benson (CFO): So I’ll take maybe both of those. And if Rick wants to comment additionally, he can. So we feel pretty good about both the areas you mentioned, both applications of security and logs on Grail that we’re on track to deliver the numbers that we talked about, a $100 million for each. Obviously, Grail is being a little bit sooner, we said over a couple of years versus AppSec which is going to be over three years. So we feel pretty good about that. I’d say as you can imagine, we’re further along on AppSec because AppSec has been out in the market longer. But to Rick’s earlier points, we feel very good about the interest in Grail. And so I would expect to see an uptick in logs on Grail in particular over the course of the next year. We’re still kind of early days with that. So again, feel pretty confident in both $100 million targets. And relative to DPS, I just want to make sure we’re clear that you can buy logs on Grail. You don’t have to have a DPS contract to buy logs on Grail. You can buy logs on Grail through a skew-based model. Obviously, you have to be on the SaaS platform to benefit from logs on Grail. But you can buy logs on Grail outside of a DPS vehicle.

Verify independently

SEC filings for DT · Claim quote is verbatim from the 2024Q1 earnings call.