NAND Insider Newsletter: Week of May 12, 2025
Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.
Research Note: Dynatrace & AWS New Strategic Collaboration
Dynatrace and AWS announced a multi-year strategic collaboration agreement, deepening their decade-long partnership that began in 2014. This expanded collaboration aims to address enterprise challenges in digital transformation through enhanced AI-powered observability and security solutions.
Infrastructure News Roundup: January 2025
January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.
What Dynatrace and Datadog Earnings Tell Us About the Observability Market
Recent earnings releases from observability leaders Dynatrace and Datadog provide a revealing look into the current state of the observability market. The two companies show robust demand for AI-driven observability, significant expansion into enterprise accounts, and a continued push toward platform consolidation.
Quick Take: Dynatrace FQ1 2025 Earnings
Dynatrace released its Q1 FY25 earnings report, showcasing a strong start to the fiscal year. The company’s performance highlights its resilience and leadership in the rapidly growing observability market.
Quick Take: Dynatrace FQ4 2024 Earnings
Dynatrace wrapped up its fiscal year 2024 with robust financial performance and strategic advancements. The company’s ARR exceeded expectations, crossing the $1.5 billion mark, growing 20% year-over-year. This growth is bolstered by significant deals, including a landmark 9-figure TCV deal, highlighting Dynatrace’s competitive edge in the observability and AI ops markets.
Quick Take: Dynatrace Runecast Acquisition
Earlier this month, on the eve of its annual Perform customer conference, Dynatrace announced the definitive acquisition of Runecast, an AI-powered security and compliance solutions provider, including Cloud Security Posture Management.
Observability’s Now Strategic for IT
Observability allows IT organizations to monitor and understand the internal states of systems by examining their outputs. Observability has transcended its origins in monitoring, evolving into a sophisticated discipline that leverages AI to provide deep insights and predictive capabilities; it’s become a strategic need for enterprise IT.
Dynatrace’s Kubernetes Experience for Platform Engineering
Dynatrace recently announced its new Kubernetes Experience for Platform Engineering. Dynatrace built the new solution in response to the growing need for organizations to manage and monitor their Kubernetes-based containerized environments more efficiently.
Research Note: What Q3 Earnings Say about the Observability Market
In this Research Note we look at what Dynatrace and Datadog earnings tell us about the overall state of observability market.
Dynatrace Beats Earnings, Acquires A Company & Embraces Generative AI
Over the past month Dynatrace has beat earnings, announced the acquisition of Rookout, a developer-focused observability start-up, and is bringing new generative AI features to its a Davis AI engine.
Dynatrace Blends AI, Automation & Observability With New Offerings
Understanding what’s happening across that infrastructure is a difficult challenge — predicting what may happen next in that infrastructure? That seems impossible.