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Itay Kidjon

Managing Director and Senior Analyst at Oppenheimer & Co. Inc.

Ittai Kidron is a Managing Director and Senior Analyst at Oppenheimer & Co. Inc., specializing in analytics, data, security, and infrastructure software, with coverage spanning major companies in storage, networking, data management, and virtualization. Throughout his tenure, Kidron has delivered impactful investment research and recommendations, though specific performance metrics or third-party rankings are not readily available. He started his career at KPMG as an auditor, transitioned to Bear Stearns as an investment banker focusing on telecommunication, and joined Oppenheimer where he advanced to his current leadership position. Kidron holds an MBA with Highest Honors from the University of Chicago and a BA in accounting and economics with Honors from Tel Aviv University, underscoring his robust academic and professional credentials.

Itay Kidjon's questions to Dynatrace (DT) leadership

Question · Q2 2026

Itay Kidjon asked for an updated perspective on the potential peak for Dynatrace Platform Subscription (DPS) adoption metrics (currently 50% of customers and 70% of ARR). He also questioned if there's a deterioration in capability uptake and expansion among non-DPS customers, suggesting the remaining cohort might be less attracted to the value proposition.

Answer

Jim Benson, Chief Financial Officer, stated that DPS penetration is expected to reach 80-85%, potentially higher if barriers in government industries are overcome. He explained that Dynatrace is now actively moving customers on like-for-like renewals to DPS, whereas previously only expansion renewals were targeted. He reiterated that DPS customers show 2x the consumption growth rates, adopt 2x the number of capabilities, and have much higher NRR, underscoring the value proposition.

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Question · Q2 2026

Itay Kidjon asked for an updated view on the peak penetration for Dynatrace Platform Subscription (DPS) adoption (percentage of customers and ARR) and whether there's a deterioration in capability uptake and expansion among the remaining non-DPS customer cohort.

Answer

CFO Jim Benson stated that Dynatrace aims for 80-85% DPS penetration, acknowledging some government industry barriers. He noted that 80%+ of new customers adopt DPS, and Dynatrace is now actively moving like-for-like renewal customers to DPS to continue progress. He reiterated that DPS customers show 2x consumption growth rates, 2x capabilities adopted, and much higher NRR, indicating no deterioration in the value proposition for moving customers to DPS.

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