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DeShaun Fontenot

Research Analyst at Wells Fargo

DeShaun Fontenot's questions to Dynatrace (DT) leadership

Question · Q3 2026

DeShaun Fontenot (Wells Fargo) requested an update on the progression of large deals and whether the company's confidence in their closure has changed over the past few months.

Answer

Jim Benson, CFO, confirmed a robust pipeline weighted towards large deals ($500K+, $1M+), noting consistent close rates in Q3 and expectations for Q4. Rick McConnell, CEO, added that AI is a significant tailwind, making end-to-end observability foundational for autonomous operations.

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