Dynatrace, Inc. (DT) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript | Seeking Alpha
Dynatrace, Inc. (DT) The KeyBanc Technology Leadership Forum 2026 August 10, 2026 11:00 AM EDTCompany ParticipantsRick McConnell - CEO & DirectorConference Call ParticipantsEric Heath - KeyBanc Capital. . .
Dynatrace, Inc. (DT) The KeyBanc Technology Leadership Forum 2026 August 10, 2026 11:00 AM EDTCompany ParticipantsRick McConnell - CEO & DirectorConference Call ParticipantsEric Heath - KeyBanc Capital Markets Inc. , Research DivisionPresentationEric HeathKeyBanc Capital Markets Inc. , Research DivisionAll right. Top of the hour. So welcome, everyone. Kicking off day 1 of the KeyBanc Technology Leadership Forum. Very pleased to have Rick. I do own those same socks as you, and I should have worn them, but I didn't. Shame on me again. Rick McConnellCEO & DirectorWe'll send you another pair. Eric HeathKeyBanc Capital Markets Inc. , Research DivisionYes. All right. Well, Rick, thank you so much for being here. Noelle, you as well, enjoying Park City, Deer Valley here. Question-and-Answer SessionEric HeathKeyBanc Capital Markets Inc. , Research DivisionI wanted to talk about earnings, and it was a great earnings to kind of lead into this week. But I wanted to talk on the technology side a little bit, and I want to understand better how the observability market is changing as a result of AI. I mean, we used to have deterministic applications. And it was very kind of predictable in the way these applications change, but the application ecosystem is changing in terms of the UI. We have headless applications, non-deterministic applications and the way they behave. So big picture question. How is this altering the observability market, the ecosystem? How is this changing the way Dynatrace operates and the strategy that you embark on?Rick McConnellCEO & DirectorGreat place to start, Eric, and thanks for having us. So the observability market we see is going through a new era, an evolution that is occurring in a major way right now. And I think what seems to be clear, 6 months ago, everybody