Hi Soham,
Thanks for taking out the time to read the analysis and nice to meet you!
Unfortunately, nowhere in the article have I mentioned that Dynatrace has outperformed its competitors. In fact I’ve written that it has a minuscule market share compared to its competitors (3%) and that the competition in this space is definitely very heated (conclusion paragraph). Also that the revenue of the company hasn’t translated to profits yet.
About factual information, all the data and statistics are from their S1 filings, which if they are incorrect then Dynatrace has larger problems with the SEC than this. The S1 filings, the source is here: https://ir.dynatrace.com/financials/sec-filings/sec-filings-details/default.aspx?FilingId=13931358
I’ve also linked in any other sources/articles I’ve quoted. Can you point where the factual information is incorrect?
About reviewing their product in a production scenario, that’s definitely a post I will get to at some point.
Thanks!