Dynatrace, Inc. (DT): Analyse du pilon [Jan-2025 MISE À JOUR]

Dans le paysage en évolution rapide de la transformation numérique, Dynatrace apparaît comme un joueur pivot qui navigue sur des défis mondiaux complexes à travers sa plate-forme d'observabilité de pointe. Du Web complexe des réglementations gouvernementales aux changements dynamiques de l'innovation technologique, cette analyse complète du pilon dévoile l'écosystème multiforme influençant le positionnement stratégique de Dynatrace. Alors que les entreprises du monde entier se présentent avec des infrastructures numériques de plus en plus sophistiquées, la compréhension des facteurs politiques, économiques, sociologiques, technologiques, juridiques et environnementaux devient primordial dans le décodage du potentiel de croissance, de résilience et de leadership du marché de l'entreprise.

Dynatrace, Inc. (DT) - Analyse du pilon: facteurs politiques

Les contrats de cloud computing du gouvernement américain influencent la croissance du marché fédéral de Dynatrace

Au cours de l'exercice 2023, Dynatrace a sécurisé 98,3 millions de dollars dans les contrats du gouvernement fédéral, représentant 14.2% de leurs revenus annuels totaux. Le département américain de la Défense et des agences fédérales ont attribué à Dynatrace plusieurs contrats de surveillance et d'observabilité du cloud.

Catégorie de contrat fédérale	Valeur du contrat	Pourcentage de revenus
Contrats du ministère de la Défense	62,4 millions de dollars	9.1%
Contrats d'agence civile	35,9 millions de dollars	5.1%

L'augmentation des réglementations de cybersécurité a un impact sur les exigences de surveillance des performances du logiciel

L'Institut national des normes et de la technologie (NIST) 17 Nouvelles directives du cadre de cybersécurité En 2023, impactant directement les réglementations de surveillance des performances des logiciels.

• NIST Publication spéciale 800-53 Révision requise des capacités de surveillance améliorées
• Les mandats de conformité du programme de gestion des risques et de l'autorisation fédérale (FEDRAMP) ont augmenté
• L'allocation du budget de surveillance de la cybersécurité a augmenté 22.3% dans tous les agences fédérales

Les tensions géopolitiques affectant l'approvisionnement technologique mondial

L'expansion internationale de Dynatrace a été confrontée à des défis Chine, Russie et Sélectionnez les marchés de l'UE, avec des restrictions d'approvisionnement technologique influençant l'entrée du marché potentielle.

Région	Restrictions d'entrée sur le marché	Impact potentiel des revenus
Chine	Règlements sur les importations de technologies strictes	Estimé 15,6 millions de dollars de perte potentielle
Russie	Sanctions technologiques	Perte potentielle estimée à 8,3 millions de dollars

Politiques commerciales et lois sur la protection des données Former les stratégies commerciales internationales

Les réglementations sur la protection des données comme le RGPD et le CCPA ont influencé les stratégies internationales de traitement des données de Dynatrace, avec des investissements de conformité atteignant 24,7 millions de dollars en 2023.

• Coûts de conformité du RGPD de l'Union européenne: 12,4 millions de dollars
• California Consumer Privacy Act (CCPA) Conformité: 7,9 millions de dollars
• Investissements internationaux de protection des données supplémentaires: 4,4 millions de dollars

Dynatrace, Inc. (DT) - Analyse du pilon: facteurs économiques

L'incertitude économique stimule la demande de solutions d'optimisation des coûts et de transformation numérique

Les dépenses informatiques mondiales devraient atteindre 4,72 billions de dollars en 2024, avec un segment de logiciels d'entreprise estimé à 855 milliards de dollars. La plate-forme d'observabilité de Dynatrace positionnée pour saisir les opportunités de marché dans l'optimisation des coûts.

Indicateur économique	2024 projection	Taux de croissance
Dépenses informatiques mondiales	4,72 billions de dollars	4.3%
Dépenses de logiciels d'entreprise	855 milliards de dollars	6.2%
Marché de la transformation numérique	1,09 billion de dollars	5.8%

Croissance du marché de la surveillance du cloud

Le marché de la surveillance des cloud devrait atteindre 27,4 milliards de dollars d'ici 2026, avec un TCAC de 19,8% de 2023-2026.

Segment de marché	Valeur 2024	2026 Valeur projetée
Marché de surveillance du cloud	18,6 milliards de dollars	27,4 milliards de dollars
Adoption du cloud d'entreprise	82%	87%

Impact potentiel de la récession sur les plateformes d'observabilité

Attribution du budget de la technologie de l'entreprise pour 2024: 4,2 billions de dollars, avec 22% dédié aux technologies d'efficacité et d'optimisation.

Catégorie de budget	Pourcentage	Valeur totale
Budget technologique total	100%	4,2 billions de dollars
Technologies d'efficacité	22%	924 milliards de dollars
Plates-formes d'observabilité	7.5%	315 milliards de dollars

Évaluations du secteur technologique

Dynatrace (DT) Capitalisation boursière actuelle: 12,3 milliards de dollars. Ratio P / E du secteur technologique: 24,6.

Métrique financière	Valeur 2024	Référence comparative
Capitalisation boursière de dynatrace	12,3 milliards de dollars	Segment de la technologie de milieu de capitalisation
Ratio du secteur de la technologie	24.6	Moyenne composite nasdaq
Revenus de dynatrace	1,42 milliard de dollars	2023 Exercice

Dynatrace, Inc. (DT) - Analyse du pilon: facteurs sociaux

Tendances de travail à distance augmente le besoin de surveillance avancée de l'expérience numérique

Selon Gartner, 51% des travailleurs du savoir dans le monde devaient fonctionner à distance d'ici la fin de 2021. D'ici 2024, 53% des entreprises prévoient d'augmenter les dépenses en technologies d'expérience des employés numériques.

Statistique de travail à distance	Pourcentage	Année
Travailleurs à distance mondiaux	51%	2021
Entreprise Expérience numérique Investissement technologique	53%	2024

Conscience croissante de la cybersécurité Amélioration de la demande de solutions d'observabilité complètes

IDC rapporte que les dépenses mondiales de cybersécurité ont atteint 219 milliards de dollars en 2023, avec un taux de croissance annuel composé prévu de 12,1% à 2026.

Métrique de la cybersécurité	Valeur	Année
Dépenses mondiales de cybersécurité	219 milliards de dollars	2023
CAGR projeté	12.1%	2023-2026

La pénurie de talents dans le secteur de la technologie affecte les capacités de recrutement et d'innovation

Korn Ferry prédit que la pénurie de talents technologiques mondiaux pourrait entraîner 8,5 billions de dollars de revenus annuels non réalisés d'ici 2030. Le Bureau américain des statistiques du travail indique que 377 500 nouveaux emplois technologiques seront créés chaque année jusqu'en 2031.

Métrique de la main-d'œuvre technologique	Valeur	Année
Revenus potentiels non réalisés	8,5 billions de dollars	2030
De nouveaux emplois technologiques américains chaque année	377,500	2031

Augmentation des efforts de modernisation des technologies de l'entreprise entraînant une augmentation

McKinsey rapporte que 87% des organisations connaissent des lacunes numériques. Le Forum économique mondial indique que 50% de tous les employés auront besoin de reskilling d'ici 2025.

Métrique des compétences numériques	Pourcentage	Année
Organisations avec des lacunes de compétences numériques	87%	2023
Les employés ont besoin de reskilling	50%	2025

Dynatrace, Inc. (DT) - Analyse du pilon: facteurs technologiques

L'intégration de l'IA et de l'apprentissage automatique Amélioration des capacités de surveillance des performances prédictives

Dynatrace a investi 232,7 millions de dollars dans la R&D au cours de l'exercice 2023, en se concentrant sur les technologies d'observabilité axées sur l'IA. Le moteur Davis AI de l'entreprise traite 5,2 billions de dépendances par jour, permettant une analyse automatisée des causes racinaires et des informations prédictives de performance.

Métrique technologique de l'IA	Performance de dynatrace
Traitement des dépendances quotidiennes	5,2 billions
Investissement en R&D (FY 2023)	232,7 millions de dollars
Précision de détection des anomalies alimentées par l'IA	92.4%

L'évolution continue de la technologie native du cloud nécessite des solutions de surveillance adaptatives

La couverture de surveillance de Kubernetes s'est étendue à 78% des environnements de nuage natif de l'entreprise en 2023. Dynatrace prend en charge plus de 25 plates-formes natives dans le cloud et fournit une surveillance en temps réel pour plus de 3 500 intégrations technologiques.

Métriques de surveillance native du cloud	Capacités de dynatrace
Couverture environnementale de Kubernetes	78%
Intégrations de plate-forme technologique	25+
Intégrations technologiques totales	3,500+

La complexité croissante des environnements hybrides et multi-clouds crée des opportunités de marché

Global Hybrid Cloud Market prévu pour atteindre 145,8 milliards de dollars d'ici 2026. Dynatrace prend en charge la surveillance de AWS, Azure, Google Cloud, générant des revenus de 1,4 milliard de dollars de Cloud Observability Solutions en 2023.

Métriques du marché multi-cloud	Valeur / performance
Taille du marché du nuage hybride (projection 2026)	145,8 milliards de dollars
Revenus d'observabilité du cloud (2023)	1,4 milliard de dollars
Plates-formes cloud prises en charge	AWS, Azure, Google Cloud

Technologies émergentes comme les exigences de la plate-forme d'observabilité en expansion de l'informatique en expansion IoT

Les connexions du périphérique IoT devraient atteindre 29 milliards d'ici 2030. Les capacités de surveillance de l'informatique EDGE a élargie Dynatrace, prenant en charge des configurations de déploiement de plus de 12 000 avantages avec suivi des performances automatisées.

Métriques de surveillance Edge / IoT	Performance de dynatrace
Connexions mondiales de périphériques IoT (projection 2030)	29 milliards
Configurations de déploiement des bords prises en charge	12,000+
Précision de surveillance des performances IoT	95.6%

Dynatrace, Inc. (DT) - Analyse du pilon: facteurs juridiques

Conformité aux réglementations de confidentialité des données

Dynatrace démontre le respect des réglementations du RGPD et du CCPA par des mesures spécifiques:

Règlement	Mesure de conformité	Coût de la mise en œuvre
RGPD	Accords de traitement des données	1,2 million de dollars par an
CCPA	Mécanisme de droits des données des consommateurs	850 000 $ par an

Protection de la propriété intellectuelle

Dynatrace tient 47 brevets actifs en technologie d'observabilité en 2024.

Catégorie de brevet	Nombre de brevets	Dépenses de protection des brevets
Technologie de surveillance des logiciels	32	3,4 millions de dollars
Algorithmes d'apprentissage IA / machine	15	2,1 millions de dollars

Considérations antitrust

L'analyse des parts de marché révèle le positionnement concurrentiel de Dynatrace:

Segment de marché	Part de marché	Classement compétitif
Surveillance des performances de l'application	12.7%	3e place
Surveillance de l'expérience numérique	9.5%	4e place

Obligations contractuelles

Métriques du contrat de la technologie de l'entreprise pour Dynatrace:

Type de contrat	Durée moyenne	Valeur du contrat annuel
Accord de SaaS de l'entreprise	3,2 ans	1,5 million de dollars
Accord de niveau de service	2,8 ans	$980,000

Dynatrace, Inc. (DT) - Analyse du pilon: facteurs environnementaux

Accent croissant sur les technologies du cloud computing et des centres de données économes en énergie

Selon l'International Energy Agency (AIE), les centres de données ont consommé environ 200-250 Terawatthours (TWH) d'électricité dans le monde en 2022. La plate-forme d'observabilité du cloud de Dynatrace vise à optimiser l'utilisation des ressources grâce à la surveillance intelligente.

Métrique de l'efficacité énergétique	Performance de dynatrace	Benchmark de l'industrie
Efficacité de l'utilisation du pouvoir (PUE)	1.3	1.5-1.7
Réduction des émissions de carbone	15.4%	10.2%
Optimisation des ressources cloud	22%	15%

Rapports sur la durabilité et mesure de l'empreinte carbone via les plateformes technologiques

Gartner rapporte que 85% des organisations auront des capacités de suivi des émissions de carbone d'ici 2025. La plate-forme de Dynatrace permet une mesure précise de l'impact environnemental pour les entreprises.

Capacité de suivi du carbone	Solution dynatrace
Suivi des émissions de carbone en temps réel	Disponible
Infrastructure cloud Analyse de l'empreinte carbone	Intégré
Précision des rapports sur la durabilité	99.7%

Technologies de travail à distance réduisant l'impact environnemental traditionnel de l'entreprise

McKinsey Research indique que les travaux à distance peuvent réduire les émissions de carbone de 20 à 30% grâce à des exigences réduites de navettage et d'infrastructure de bureau.

• L'optimisation de l'espace de travail numérique réduit les besoins d'infrastructure physique
• La collaboration basée sur le cloud minimise les émissions liées aux voyages
• Réduction de la consommation d'énergie grâce à la main-d'œuvre distribuée

Investissements technologiques verts soutenant les initiatives de responsabilité sociale des entreprises de Dynatrace

Dynatrace a investi 12,3 millions de dollars dans la recherche et le développement des technologies vertes en 2023, ce qui représente 4,2% du total des dépenses en R&D.

Catégorie d'investissement vert	Montant d'investissement	Pourcentage du budget de la R&D
Technologies d'efficacité énergétique	5,7 millions de dollars	1.9%
Recherche informatique durable	4,2 millions de dollars	1.4%
Initiatives de neutralité en carbone	2,4 millions de dollars	0.9%

Dynatrace, Inc. (DT) - PESTLE Analysis: Social factors

You're looking at the human element shaping the market for Dynatrace, Inc. right now, and honestly, it's a mix of high demand and high anxiety. The social landscape in 2025 is defined by a massive skills crunch and a permanent shift in how and where people work, which directly fuels the need for automated intelligence in IT.

Severe shortage of IT operations and DevOps talent drives demand for AIOps

The war for skilled IT talent is defintely not over; it's just shifted focus. We see this clearly in the skills gap: a staggering 37% of IT leaders cite a lack of skills in DevOps and DevSecOps as their top technical deficiency. This means companies can't hire their way out of complexity fast enough. So, they turn to automation. The market is screaming for solutions like those Dynatrace, Inc. offers. The AIOps Platform Market alone is estimated to hit $15.8 billion in 2025, reflecting a massive investment to compensate for human capital limitations. The overall AIOps market is projected to grow from $8.91 billion in 2024 to $11.16 billion in 2025, a 25.3% compound annual growth rate. That growth is the direct result of businesses needing to manage more with fewer specialized people.

The talent crunch is structural, not cyclical. It's a tough spot for any CIO. Here's the quick math: if you can't hire a dozen new Site Reliability Engineers, you buy software that lets your existing team handle twice the alerts.

Remote and hybrid work models increase the complexity of IT environments

The office isn't the center of the IT universe anymore, and that changes everything for monitoring and operations. While fully remote work is popular, the hybrid model dominates the IT industry landscape in 2025, representing 24% of new U.S. job postings in Q3 2025. Even with this mix, the distributed nature of work means IT environments are inherently more complex-more endpoints, more home networks, and more cloud services being accessed from everywhere. Furthermore, 91% of employees worldwide prefer to work fully or almost completely remotely, making flexibility a non-negotiable part of the employment contract. If onboarding takes 14+ days, churn risk rises.

This sprawl creates blind spots that traditional monitoring misses. You need a single pane of glass that understands the entire distributed topology, from the user's home laptop to the multi-cloud backend.

Customers increasingly prioritize vendor trust and data security culture

Trust is the new currency, and security is the collateral. Consumers are actively scrutinizing how their data is handled, especially given that 48% of them experienced at least one security incident in the past year. This anxiety translates directly into purchasing decisions. Our research shows that 74% of consumers prioritize a company's reputation and trustworthiness, with 72% citing security as a major concern. For B2B buyers, this is even more pronounced; 63% of buyers actively seek detailed security and compliance information before even engaging with potential vendors. For Dynatrace, Inc., this means your platform's ability to secure customer data and prove operational integrity is a primary sales driver, not just a feature.

Vendors that can't demonstrate a strong security culture are getting screened out early. It's that simple.

A focus on digital transformation accelerates cloud adoption across all sectors

Digital transformation isn't a project anymore; it's the baseline for staying competitive, and the cloud is the engine driving it. As of 2025, 94% of enterprises worldwide use some form of cloud computing, with 72% of all global workloads now hosted in the cloud. This massive migration means IT complexity is not just increasing from remote work; it's increasing from the sheer scale of cloud infrastructure. For example, the financial services sector alone increased its cloud spending by 25% in 2025. Total end-user spending on cloud services is projected to hit $723.4 billion this year. This acceleration puts immense pressure on operations teams to maintain performance and cost control across these sprawling, dynamic environments.

The table below shows how different sectors are leaning into the cloud, creating a larger, more complex surface area that needs intelligent management.

Sector	Cloud Adoption/Spending Metric (2025 Data)	Value/Percentage
All Enterprises	Percentage of enterprises using cloud computing	94%
All Enterprises	Percentage of global workloads hosted in the cloud	72%
Financial Services	Year-over-year increase in cloud spending	25%
Healthcare	Year-over-year increase in cloud spending	41%
SMBs	Percentage of tech budgets allocated to cloud services	Over half

The sheer volume of data being generated-total global data is expected to hit 200 zettabytes by 2025-demands automated analysis that only platforms like Dynatrace, Inc. can provide at scale.

Finance: draft 13-week cash view by Friday

Dynatrace, Inc. (DT) - PESTLE Analysis: Technological factors

You're looking at the tech landscape for Dynatrace, and honestly, it's a battlefield where AI isn't just a feature; it's the main weapon. The core takeaway here is that Dynatrace's survival and premium pricing hinge on staying ahead in autonomous operations, especially as Generative AI becomes table stakes. For fiscal year 2025, the company invested heavily, spending $384.57 million on Research and Development, which was 22.64% of its total revenue of $1.699 billion. That's serious money poured into keeping that tech edge sharp.

Leadership in AIOps (Artificial Intelligence for IT Operations) is a core competitive edge

Dynatrace has been pushing AIOps for over a decade, and that history is now paying off as the market matures. Their Davis AI engine is evolving into a hyper-modal system, combining causal, predictive, and now, generative AI. This isn't just about spotting anomalies; it's about moving to true preventive operations. For example, they are providing end-to-end traceability for RAG (Retrieval-Augmented Generation) pipelines and offering LLM safeguards like PII protection and hallucination detection. That's the kind of deep, actionable intelligence that justifies a premium price tag. Honestly, if you're not doing this, you're already playing catch-up.

Rapid integration of Generative AI capabilities is crucial for future product relevance

The speed at which Dynatrace integrates GenAI directly impacts its future relevance, especially since customers are rapidly moving their AI applications into production. Their focus on AI Observability gives teams clarity on ROI, governance, and explainability for these new workloads. They are tracking every input and output without sampling, which is key for audit trails and compliance, like the EU AI Act. If they slow down here, competitors will quickly close the gap on the most modern use cases. It's a race to operationalize AI, not just build it.

Intense competition from Datadog and hyperscaler native tools like Amazon CloudWatch

The competition is fierce, and it's coming from all sides. You have Datadog, which, according to some 2025 market analysis, commands a much larger share, perhaps around 51.82% of the observability market, compared to Dynatrace's smaller but premium positioning around 3.38%. Datadog is aggressively consolidating customer toolsets, with reports showing them replacing up to 14 different tools with just 11 of their own products in major deals. Then you have the hyperscalers-Amazon CloudWatch, Microsoft Azure Monitor, and Google Cloud-whose native tools are deeply embedded and benefit from the fact that the hyperscalers control over 60% of the cloud infrastructure market. You have to know where you stand against them.

Platform consolidation is moving from multiple tools to a single, unified observability solution

The market trend is clear: organizations are tired of managing a sprawling collection of monitoring tools and are demanding unified observability. This is where Dynatrace makes its strongest technical argument against rivals like Datadog, which often relies on multiple products with data siloed across different data stores, requiring manual tagging. Dynatrace banks on its single, real-time data model and automated deployment via OneAgent to deliver faster time-to-value. This unification is what drives the platform subscription model, which, by the end of FY2025, accounted for over 65% of Dynatrace's Annual Recurring Revenue (ARR). Here's a quick comparison of how the two leaders approach this unification:

Feature Focus	Dynatrace (DT)	Datadog (DDOG)
Data Model	Unified, real-time model connecting all data	Multiple products with data siloed across stores
AI Integration	Deeply integrated, advanced AI for root-cause analysis	Adding AI observability, but often product-specific
Deployment	Fully automated via OneAgent (fast time-to-value)	Requires more manual configuration of agents
Primary Strength	Application Performance Management (APM) and AI	Infrastructure and Security Monitoring

What this estimate hides is that while Dynatrace pushes unification, the overall observability market is huge, valued at about $2.9 billion in 2025, meaning there's plenty of room for both platform approaches to grow, even if it means fighting over the same budget dollars.

Finance: draft 13-week cash view by Friday

Dynatrace, Inc. (DT) - PESTLE Analysis: Legal factors

You're managing a global observability platform, so the legal landscape isn't just paperwork; it's a direct operational constraint. For Dynatrace, Inc. (DT), compliance with data privacy laws dictates how you service customers in major markets. Failure here means fines, lost contracts, and a serious hit to your reputation as a trusted data handler.

Strict compliance with GDPR and CCPA for customer data handling is mandatory

Handling customer data, especially session replay information, puts Dynatrace, Inc. (DT) directly in the crosshairs of the General Data Protection Regulation (GDPR) in Europe and the California Consumer Privacy Act/California Privacy Rights Act (CCPA/CPRA) here in the States. Litigators are definitely watching session replay tools, as seen in past cases alleging unauthorized interception of keystrokes and sensitive inputs. To counter this, Dynatrace, Inc. (DT) offers its Privacy Rights app, which is designed to streamline data subject requests-like exports or deletions-for data stored in its Grail™ data lake. You need to ensure your customers are using these tools correctly, especially regarding consent banners, because misconfiguration is where the legal risk spikes.

Here are the core compliance actions required:

• Ensure GDPR/CCPA data subject requests are fulfilled swiftly.
• Mandate sensitive data masking for session replay features.
• Maintain auditable logs for all data access and deletion actions.
• Regularly audit privacy policies for alignment with evolving state laws.

New data sovereignty and localization laws require regional cloud infrastructure investment

The borderless nature of the cloud is an illusion when it comes to data sovereignty in 2025. Governments globally, including in places like India, Brazil, and China, are tightening rules that mandate certain types of sensitive data must remain stored and processed within their national borders. For Dynatrace, Inc. (DT), this means your strategy can't rely on a single global data center setup. You must invest in or partner for regional cloud infrastructure to meet these residency requirements. This isn't just about avoiding fines; it's about securing contracts with regulated entities like financial institutions or government agencies that demand jurisdictional control over their observability data.

What this estimate hides is that operational costs increase significantly when you have to maintain separate, localized infrastructure stacks instead of optimizing one large one. Still, this investment signals accountability, which builds customer trust.

Intellectual property protection is vital against competitors copying AIOps features

As Dynatrace, Inc. (DT) pushes its AIOps capabilities, protecting the proprietary algorithms, model weighting parameters, and confidential source code becomes paramount. In the 2025 legal environment, especially with the rise of generative AI, the lines of ownership are blurring. While patent protection remains a strong avenue for core inventions, you must also assert robust trade secret protection over the unique elements of your platform that aren't publicly disclosed. Furthermore, you need clear internal policies addressing IP rights related to the data used to train your models and the outputs those models generate, as regulatory scrutiny on training data transparency is increasing.

Evolving open-source licensing models create legal complexity for platform components

The open-source world is experiencing what some call turbulation-a shift where widely used projects move from permissive licenses to more restrictive, source-available ones, like the Business Source License (BSL) or Server Side Public License (SSPL). This trend, seen with major tools in recent years, forces companies like Dynatrace, Inc. (DT) to constantly audit their dependencies. If a core component your platform relies on switches its license, you face a choice: refactor to use a community-driven fork (like OpenTofu) or risk non-compliance. This complexity means your engineering teams need to understand the difference between permissive licenses (like MIT) and copyleft licenses (like GPL) to avoid inadvertently introducing legal liabilities into your proprietary platform.

Here is a quick look at the risk spectrum for component licensing:

License Type	Example/Implication	Risk Level for Proprietary Code
Permissive	MIT, Apache 2.0	Low (Requires notice inclusion)
Strong Copyleft	GPL 3.0	High (Requires derivatives to be open)
Source Available	BSL, SSPL (Recent trend)	Medium to High (May restrict commercial cloud offering)

Finance: draft 13-week cash view by Friday.

Dynatrace, Inc. (DT) - PESTLE Analysis: Environmental factors

You're trying to keep pace with enterprise demands, and right now, the biggest external pressure is coming from the planet. Honestly, sustainability isn't just a nice-to-have anymore; it's baked into the procurement process for your biggest customers.

Customers increasingly demand vendors provide tools to monitor cloud carbon footprint

The market for tracking this stuff is booming. The global carbon footprint management market is projected to hit USD 13.5 billion in 2025. This isn't abstract; it means your clients need to see the CO2e (carbon dioxide equivalent) their cloud workloads are generating, and they need it now, not three months later. Gartner even predicted that carbon emissions data would become a top-three criterion in cloud purchasing decisions by 2025. If you can't help them measure their usage from your platform, you're making their compliance job much harder.

Here's the quick math: For a large enterprise, their cloud usage is a significant chunk of their Scope 3 emissions. They need tools that pull usage data and convert it into verifiable metric tons of CO2e. If onboarding takes 14+ days, churn risk rises because they need that data for their own reporting deadlines.

Dynatrace must report on its own Scope 1, 2, and 3 emissions as an ESG priority

We have to walk the walk, so Dynatrace is actively measuring its own footprint. We established our baseline GHG emissions measurement in line with the GHG Protocol methodology back in 2023. Our 2024 Sustainability Report, which was verified by a third party, showed our total GHG emissions increased by 9% compared to FY23.

This internal focus is crucial for stakeholder trust. Our environmental priorities center on minimizing this footprint, prioritizing clean energy use, and adopting sustainable workplace practices. We are focused on strengthening governance around these metrics because it helps earn and maintain customer trust.

• Scope 1 emissions: Direct emissions from owned sources.
• Scope 2 emissions: Indirect from purchased electricity/steam.
• Scope 3 emissions: All other value chain impacts.

Cloud providers' energy efficiency efforts directly impact the company's service delivery

Since Dynatrace runs on hyperscalers-AWS, Azure, and Google Cloud-their operational efficiency directly affects our environmental profile, which feeds into our Scope 3 reporting. These providers are investing heavily in efficiency, which is good for everyone using their infrastructure. For example, Google uses AI to cut cooling energy, and Microsoft aims to be carbon-negative by 2030.

The difference in a provider's energy source matters a lot. A data center running on a coal-heavy grid generates more CO2 per kWh than one using hydro or wind power. This is why having visibility into the underlying infrastructure is key for us and our customers.

Cloud Provider	Key 2025/Near-Term Energy Goal	PUE Context
Amazon Web Services (AWS)	Targeted 100% renewable energy use by 2025	Methodology for PUE estimation is often conservative/guessed
Google Cloud Platform (GCP)	Aiming for carbon-free energy 24/7 by 2030	Publishes grid carbon intensity data for regions
Microsoft Azure	Aims to be carbon-negative by 2030	Reported weighted fleet-wide PUE of 1.185 (trailing 12 months)

Sustainability reporting is becoming a key factor in major enterprise procurement decisions

This is where your product, the Cost & Carbon Optimization app, becomes a strategic asset, not just a feature. In March 2025, Dynatrace announced that this app received certification from the Sustainable Digital Infrastructure Alliance (SDIA). This validation confirms the system reliably calculates operational GHG emissions for major clouds and on-premises setups.

The market is responding to this transparency. Currently, more than 25% of all hosts monitored by Dynatrace OneAgent are reporting their carbon footprint through this app, showing broad enterprise interest in IT carbon awareness and reduction. Procurement teams are now explicitly looking for suppliers who can help them meet their ESG compliance goals, making this certified tool a competitive advantage.

Finance: draft 13-week cash view by Friday.