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    Unknown Analyst • Jefferies

    Unknown Analyst's questions to Dynatrace Inc (DT) leadership

    Unknown Analyst's questions to Dynatrace Inc (DT) leadership • Q2 2025

    Question

    An analyst from Jefferies asked about go-to-market changes for accounts below the Global 500 segment, including rep-to-account ratios. They also inquired about customer feedback on the DPS model, especially from large spenders, and its impact on new logo landing sizes.

    Answer

    CFO Jim Benson detailed that the rep-to-account ratio for top-tier accounts was reduced to 4-5, while the model for other segments remains largely unchanged, with an increased reliance on partners for penetration. CEO Rick McConnell added that DPS adoption has been strong, now covering 30% of customers and 50% of ARR, and drives approximately double the consumption growth compared to legacy models. Benson confirmed that about 70% of new logos land with DPS, with no material impact on the average land size.

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    Unknown Analyst's questions to DTE Energy Co (DTE) leadership

    Unknown Analyst's questions to DTE Energy Co (DTE) leadership • Q2 2024

    Question

    An analyst from Jefferies asked about the balance between using PPAs versus self-build generation to manage affordability amid growing load, and requested more detail on the dynamics of the custom energy solutions and steel-related businesses at DTE Vantage.

    Answer

    CEO Gerardo Norcia explained that self-build is more affordable for customers and provides 2-3x more EPS value for investors compared to PPAs. CFO David Ruud added that while some PPAs are in the plan, the balance sheet can handle the self-build capital. Ruud also noted a good project pipeline for custom energy solutions, highlighting the Ford project coming online, and described the steel business as a solid performer.

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