Dynatrace, Inc. · NYSE:DT
Dynatrace — Merger or Acquisition (August 2026)
8 slides from Dynatrace's merger presentation, Aug 13, 2026
Slide 1: Two leaders redefining observability across the full AI lifecycle
Two leaders redefining observability across the full AI lifecycle August 13, 2026
Slide 2: Legal disclaimer
Legal disclaimer This presentation consists of these slides and the associated remarks and comments, which are related and intended to be presented and understood together. Cautionary Language Concerning Forward-Looking Statements This presentation includes certain “forward-looking statements” withi
Slide 3: Dynatrace + Arize strategic rationale
Dynatrace + Arize strategic rationale Expands our market opportunity and strengthens our leadership in AI observability, a $10B opportunity and one of the observability market's fastest growing categories, enhancing our long-term growth profile Accelerates our AI Observability portfolio roadmap. Del
Slide 4: AI Observability is one of the fastest growing categories of Observability
AI Observability is one of the fastest growing categories of Observability DYNATRACE’S ESTIMATED TOTAL ADDRESSABLE MARKET Strengthens Dynatrace’s end-to-end platform and positions us to capture a greater share of AI spending Immediately accretive to ARR growth, $92B expected to add 200bps in FY27 TA
Slide 5: Dynatrace + Arize: delivering the most comprehensive offering
Dynatrace + Arize: delivering the most comprehensive offering Spanning pre-production to production AI SOFTWARE DELIVERY LIFECYCLE Am I shipping the right AI capabilities safely and improving continuously? BUSINESS IMPACT AND APPLICATION EXPERIENCE AI AGENTS AND WORKFLOWS Is my AI investment paying
Slide 6: Arize reaches the AI developers that drive enterprise AI tooling decisions
Arize reaches the AI developers that drive enterprise AI tooling decisions Arize built and maintains Phoenix and OpenInference, two of the most widely adopted open-source projects in 200+ customers today, 50% of which are AI or Cloud the AI observability ecosystem native 4K+ Strong brand recognition
Slide 7: Adding a world class AI-native team
Adding a world class AI-native team Pioneers who helped define the category and have led at the cutting edge for years Team of Exceptional builder-first team with deep 200+ domain knowledge and expertise Innovative AI development lifecycle with rapid time-to-market from ideation to release 7
Slide 8: Transaction overview
Transaction overview Enterprise value: $915M, ~$815M in cash and replacement equity awards Transaction Dynatrace to fund the transaction through cash on hand and/or existing credit facility Details Co-founders, Jason Lopatecki and Aparna Dhinakaran, and other Arize employees will join Dynatrac