Dynatrace Investor Presentation Deck

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Dynatrace

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February 2022

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#1Investor Presentation & Business Overview February 2022 dynatrace#2Legal Disclaimer This presentation includes certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding management's expectations of future financial and operational performance and operational expenditures, expected growth, and business outlook, including our financial guidance for the fourth quarter and full year of fiscal 2022, statements regarding the impact of the COVID-19 pandemic and related economic conditions on our business and results of operations; and statements regarding the size of our market and our positioning for capturing a larger share of our market. These forward-looking statements include, but are not limited to, plans, objectives, expectations and intentions and other statements contained in this press release that are not historical facts and statements identified by words such as "expects," "anticipates," "intends," "plans," "believes," "seeks," "estimates" or words of similar meaning. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made. Although we believe that our plans, intentions, expectations, strategies and prospects as reflected in or suggested by those forward-looking statements are reasonable, we can give no assurance that the plans, intentions, expectations or strategies will be attained or achieved. Furthermore, actual results may differ materially from those described in the forward-looking statements and will be affected by a variety of risks and factors that are beyond our control including, without limitation, the effect of the COVID-19 pandemic on our business operations and demand for our products as well as its impact on general economic and financial market conditions; our ability to maintain our subscription revenue growth rates in future periods, our ability to service our substantial level of indebtedness, market adoption of software intelligence solutions for application performance monitoring, digital experience monitoring and infrastructure monitoring, continued spending on and demand for software intelligence solutions, our ability to maintain and acquire new customers, our ability to differentiate our platform from competing products and technologies; our ability to successfully recruit and retain highly-qualified personnel; the price volatility of our common stock, and other risks set forth under the caption "Risk Factors" in our most recently filed annual report on Form 10-K and quarterly reports on Form 10-Q, and our other SEC filings. We assume no obligation to update any forward-looking statements contained in this document as a result of new information, future events or otherwise. This presentation also contains estimates and other statistical data made by independent parties and by the Company relating to market size and growth and other data about the Company's industry. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. Neither the Company nor any other person makes any representation as to the accuracy or completeness of such data or undertakes any obligation to update such data after the date of this presentation. In addition, projections, assumptions and estimates of the Company's future performance and the future performance of the markets in which the Company operates are necessarily subject to a high degree of uncertainty and risk. By attending or receiving this presentation you acknowledge that you will be solely responsible for your own assessment of the market and the Company's market position and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the Company's business. © 2022 Dynatrace, Inc. All Rights Reserved 2#3Automation Leading Software Intelligence Platform For Modern, Dynamic Clouds 20 Observability → Security Intelligence Accelerates digital transformation Simplifies cloud complexity Enables faster innovation Empowers efficient collaboration Secures cloud applications continuously © 2022 Dynatrace, Inc. All Rights Reserved 3#4Macro Trends Provide Long-Term Tailwinds for Growth Trend 1: Digital Transformation is Accelerating 89% Organizations say digital transformation has accelerated in the last 12 months Trend 2: Dynamic Clouds are the Platform of Choice Th 86% Organizations are using cloud- native technologies and platforms such as Kubernetes, microservices and containers Trend 3: AlOps in demand to Simplify Cloud Complexity 77% Organizations recognize automation and intelligence as the only way to keep up with modern clouds © 2022 Dynatrace, Inc. All Rights Reserved 4#5A Large, Rapidly Growing Available Market Application Performance Cloud Application Security Infrastructure & Log User Experience Digital Business Analytics AIOps & Cloud Automation Networks $50B+ TAM *$50B TAM comprised of $18B Gartner - Forecast Analysis: Information Security and Risk Management, Worldwide, July 9, 2020 plus $32B+ bottom-up TAM based on the total number of global enterprises with greater than $1 billion in annual revenue, as identified by S&P Capital IQ in September 2020. For each respective band of customers, we multiply the average annualized Dynatrace bookings per customer of the top 5% of Dynatrace customers in the band (which we believe to be representative of broader implementation of our solutions), for the 12 months ended December 31, 2020, by the number of customers in the size band. © 2022 Dynatrace, Inc. All Rights Reserved 5#6Rabobank Fannie Mae LA BANQUE POSTALE Banking / Finance C Focus on the Global 15,000 AMERICAN EXPRESS JPMorgan Chase ANZ KBC mastercard RBC BNY MELLON Freddie Mac We make home possible* Scotiabank. LLOYDS BANK COMMERZBANK DANMARKS NATIONALBANK Santander WELLS FARGO BNP PARIBAS 非 Pfizer PARTNERS HEALTHCARE HCA+ Healthcare OhioHealth State Farm asurion CENTENE *Harvard Pilgrim Health Care Healthcare / Life Sciences Corporation HCSC Health Care Service Corporation KAISER PERMANENTEⓇ GREATAMERICAN INSURANCE GROUP Allstate. moderna LAS F Edwards MERCK Takeda Quantum Insurance GEICO MERCYHEALTH THE HARTFORD TRAVELERS abbvie iTUFTS Health Plan HEALTH Vitality UNITEDHEALTH GROUP TIAA Cigna. AXA Prudential SINGAPORE AIRLINES Legal & General Allianz Northwestern Mutual ZURICH spirit Carnival INTERNATIONAL AIRLINES GROUP IAG BNSF RAILWAY A MARRIOTT Travel / Transportation Abercrombie & Fitch AA AIR CANADA Hertz CN Europcar TUI Retail / Commerce Panera Sysco Deutsche Post THE BODY next SHOP BEST BUY Walgreens CVS KOHL'S H&M DHL DECATHLON COSTCO EWHOLESALE U-HAUL ADELTA SCHNEIDER AVIS. ΑΝΑΠ Copa Airlines SCHWARZ LIDL D L'ORÉAL CAD K Kaufland TOYOTA Ford TARGET. Mercedes-Benz Canon LOCKHEED MARTIN Automotive / Manufacturing Volkswagen T. ZEBRA Nestle Kroger Yum! T AUTODESK TESLA Technology / Services DXC.technology DELL workday. KRONOS Frontline ADP Intuit ADT T-Systems. M IRON MOUNTAIN FUJITSU SAMSUNG ASML gm 3M PORSCHE INFORMATIK P&G Johnson & Johnson M motorola Parker salesforce BOEING AIRBUS IAL SECU NISTRA CMS TIONAL OF vmware* TEMENOS INSTITUT HEALTH S NASA an HM Revenue & Customs HM Courts and Tribunals Service USDA EX PARTME Government RESERVA OS FDIC PAR $1B+ Telecommunications / Media Bell E CENGAGE verizon Telstra vodafone orange Intellectual Property Office AT&T COMCAST JCDecaux Telefonica sky Claro- dish YAHOO! JAPAN X EXCHANGE Parlamentum Europaeum Department for Work & Pensions ROGERS™ Australian Government IP Australia UNIVERSAL © 2022 Dynatrace, Inc. All Rights Reserved UNIVERSAL MUSIC GROUP BT) TELUS 6#7The Dynatrace Software Intelligence Platform All-in-one platform Multiple monetizable modules Unified AlOps for speed, efficiency, simplicity AP Traces Metrics Logs LOG Hybrid cloud observability d® Fault domain isolation Serverless, container, pod and network Infrastructure Monitoring одо Hybrid cloud distributed tracing {}} Automatic code-level root-cause and profiling Front- & back-end availability and performance Applications & Microservices OneAgent Z 0 Topology Behavior Code Metadata Network Automatic and intelligent observability Run-time vulnerability Mobile, web browser Real-time business. and API insights detection Impact analysis DevSecOps automation Application Security Feature adoption analysis Visual session replay Digital Experience Impact and conversion API OpenTelemetry Keptn BizDevOps integration and automation Business Analytics dynatrace software Intelligence Platform PurePath Smartscape 600+ C Closed-loop remediation Quality gate, service level and delivery Supported technologies DevOps, SRE lifecycle Cloud Automation Davis Al incl. AlOps Hyperscale aws Kubernetes OpenShift AWS Ecosystem integrations Custom solutions API programmability Dynatrace Hub Azure GCP Tanzu Enterprise Hybrid-cloud Broadest multicloud and technology support © 2022 Dynatrace, Inc. All Rights Reserved 7#8Infrastructure Monitoring gus Traces Metrics Logs LOG Starts with Best-in-Class Observability Applications & Microservices OneAgent Application Security Digital Experience Business Analytics Cloud Automation dynatrace Software Intelligence Platform PurePath Smartscape Davis Al incl. AlOps Hyperscale Z {;} A Topology Behavior Code Metadata Network Dynatrace Hub 11. API OpenTelemetry Keptn Automatically discovers and gathers traces, metrics, logs, and a whole lot more#9Traces Metrics Infrastructure Monitoring LOG Works Automatically Across Any Multicloud Environment Logs Applications & Microservices Z OneAgent {;} Topology Behaviour Code Metadata Network Application Security dynatrace software Intelligence Platform PurePath Smartscape | Digital Experience Business Analytics Cloud Automation API Open Telemetry keptn O Kubernetes OpenShift AWS aws Azure 3 GCP Davis Al incl. AlOps Hyperscale Tanzu Dynatrace Hub ⠀ Enterprise Hybrid-cloud Supports all major laaS, PaaS and hybrid-cloud environments#10F! 2 H Betalk Sever jetty: express FSX TC 2) it o B Traces Metrics Juniper LOG Logs ZABBIX NETFLIX OSS JS de 5 MA Monitoring t 4 ak JBoss Provides the Widest and Deepest Visibility Across the Entire Multicloud Landscape BUTT 53 13H X VERITAS rappwatie (0) SQL OD Icroservices 會 [K OneAgent Z 0 A Topology Behavior Code Metadata Network e Automatic and intelligent observability gt? snyk 600+ C Supported technologies PurePath Smartscape AIX A API OpenTelemetry Keptn M (---) dynatrace Software Intelligence Platform Se 6 Ⓡ Sp WS ( NET 8 ST Kubernetes OpenShift ||||| My 88- on aws SQL Davis Al incl. AlOps Hyperscale AWS cassandra Skaits Azure X CISCO GCP z/OS </> 0- T O es (0) og GraalVM e HTTP Open platform, broadest out-of-the-box support, and easy extensibility 0 GO Hyretra Hopigee Broadest multicloud and technology support ORACLE Caws Consul 00 Tanzu Enterprise Hybrid-cloud ‒‒‒ ✪ B M H 9 K N € C FORTINET solarwinds#11Automatic Data Capture OneAgent provides automatic, full-stack data capture for dynamic cloud environments With Automation and Intelligence to Continuously Turn Data into Answers Automatic Distributed Tracing PurePath provides distributed tracing with code-level detail at scale and with context Monitoring Microservices ago Traces Metrics Logs LOG T OneAgent Z {} Topology Behavior Code Metadata Network Automatic and intelligent observability Application Security Digit Expe PurePath dynatrace Software Intelligence Platform Smartscape Rosiness Analytics API OpenTelemetry Keptn 600+ Continuous Dependency Mapping Smartscape automatically maps dependencies for real-time, precise context Supported technologies Explainable Al Engine Davis delivers automatic answers, insights and actions continuously trace Hub Cloud Audacu Davis Al incl. AlOps Hyperscale aws Kubernetes OpenShift AWS Azure GCP Tanzu Enterprise Hybrid-cloud Broadest multicloud and technology support Unified AlOps capabilities deliver unparalleled speed, efficiency and simplicity#12Our Approach Creates Strong and Defensible Moats Costly, do-it-yourself approach without Dynatrace Automatic, all-in-one approach with Dynatrace AlOps APM Legacy Network WALKMA p 10,97 45MIN UND 800 Conference Co 9:00 9:30 PE OR 10:30 11.00 Maxcom Candidate interes 12:00 Pacqueba 1:00 Lunch w/Lorry Minder 2:00 400 Staff Meeting 5:00 4.00 School ay 70.27 Hep (Cetal 15 South S GARMIN 9:485 DEM Log Infrastructure 452 4:52 November 16 10 DOKT94 55% CO N 45° Detroit, M Pocket News Google Clock Calendar Spotty Sm · Simplicity Speed Efficiency Extensibility © 2022 Dynatrace, Inc. All Rights Reserved 12#13Uniquely Positioned For Dynamic Multiclouds AlOps (Automation & Al) Continuous Automation & Al-Powered Answers Correlation Manual Point Solutions CISCO . splunk> New Relic. DATADOG elastic Suite Packaging Platform Breadth & Scale dynatrace Comprehensive Open Platform © 2022 Dynatrace, Inc. All Rights Reserved 13#14"Dynatrace has freed our teams to focus on creating better digital services, with significantly less toil and far greater confidence." Head of Infrastructure and Services Management and Monitoring Multinational Energy Provider Simplifies Hybrid-cloud Complexity with Dynatrace Hybrid-cloud architecture features Azure, AWS, Kubernetes and SAP ERP Cloud complexity slowed innovation, kept teams reactive, and created inefficiencies Previous "do it yourself" approach to monitoring resulted in observability gaps, time wasted responding to application crashes, and slowed development cycles Dynatrace Modules Apps & Microservices, Infrastructure/Logs, Digital Experience Dynatrace impact: 5X FASTER dev cycle shortened to 1 day from >1 week 3X INCREASE in DevOps throughput 70% MORE EFFICIENT cloud utilization © 2022 Dynatrace, Inc. All Rights Reserved 14#15"Before Dynatrace, keeping up with our complex infrastructure was like putting our hands out and trying to catch smoke. Now, we can automatically capture every source of observability and user- experience data in a single place." Chief Information Officer and Chief Information Security Officer Leading Global Education and Research Company Goes All-digital with Dynatrace To broaden access to its 200-year-old library of knowledge resources, company migrated to a hybrid, multicloud architecture, including Kubernetes and serverless compute services Keeping up with increasingly complex cloud environment drained teams' time and shifted their focus away from creating better, more innovative digital services and experiences Dynatrace Modules Apps & Microservices, Infrastructure/Logs, Digital Experience, Business Analytics, Cloud Automation Dynatrace impact: UNIFIED PLATFORM Apps, infrastructure/logs, and UX in context, with Al & automaton 36% DECREASE in manual tasks 24/7 DIGITAL ACCESS to company's extensive educational and research resources © 2022 Dynatrace, Inc. All Rights Reserved#16Casa "With Dynatrace, we no longer waste hours chasing down problems. We've rededicated this time to developing and delivering new services for our citizens, faster and more efficiently than ever before." Application Architect U.S. State Government Ensures 24/7 Availability of Essential Services During Tenfold Increase in Demand ● Migrated from an on-premises to an AWS-based ecosystem Experienced 10X surge in demand from constituents for digital services Legacy monitoring systems and reliance on manual processes resulted in time-consuming 'war room' meetings, stealing from innovation Dynatrace Modules Apps & Microservices, Infrastructure/Logs, Digital Experience, Business Analytics Dynatrace impact: 24/7 AVAILABILITY of essential digital services amid 10X surge in demand 1ST IN NATION of U.S. states in continuous delivery of new digital services 80% IMPROVEMENT in app performance, transitioning from reactive to proactive Cloud Ops © 2022 Dynatrace, Inc. All Rights Reserved 16#17Portfolio Attractiveness High Container Services & Solutions Cloud Native Observability Solutions Product Challenger Leader ISG Provider Lens Cloud-Native Observability Contender Low Contenders Niche Industry Analysts Continue to Recognize Dynatrace as the Leader * ISG SFX O Sumo Logic 0 IBM Containous Chronosphere 6 Sysdig Satisfaction Splunk Cisco ServiceNow Competitive Strength Leader G2 Al-Powered Observability PM Datadog D New Relic VMware C O Rising Star Leader Dynatrace Market Challenger High Leaders 2021 U.S. High Performers Market Presence FORRESTER Leader Forrester Wave Artificial Intelligence for IT Operations (AlOps) Challengers Stronger current offering Weaker current offering Contenders Weaker strategy Strong Performers New Relic ScienceLogic Moogsoft O O Broa Zenoss Datadog. o OpsRamp Dynatrace Market presence Digitate Leaders Devo o-LogicMonitor Stronger strategy ABILITY TO EXECUTE Gartner Leader Gartner 2021 MQ CHALLENGERS Oracle Tingyun ManageEngine Aternity NICHE PLAYERS COMPLETENESS OF VISION Microsoft IBM (Instana) Broadcom Alibaba Cloud SolarWinds Highest score in 4 out of 5 use cases, Gartner Critical Capabilities 2021 Splunk LEADERS Cisco (AppDynamics) Elastic Dynatrace New Relic Datadog VISIONARIES As of April 2021 © Gartner, Inc Gartner peerinsights customers choice 2021 TM#181) 2) 3) An Efficient 'Land and Expand' Model Free Trial Scalable Demand Gen Global 15K > $1B¹ Direct Sales + Cloud Partners 15,000 global enterprise accounts which generally have revenues in excess of $1B. Initial average Dynatrace ARR for new customers added during the twelve months ended December 31, 2021. Average Dynatrace ARR for all customers as of December 31, 2021. P Initial Land ~$115K Dynatrace ARR² Proven Land | 120%+ Net expansion rate ~$290K ARR per customer³ Rapid Expand 3+ Modules ~$500K ARR per customer Platform Cross-sell © 2022 Dynatrace, Inc. All Rights Reserved 18#19Continued Investment in Growth Drivers Commercial Expansion Sales | Marketing | Partnerships 8 Continuous Innovation Platform | Modules | Future Innovation D g Customer Success Adoption | Value | Expansion © 2022 Dynatrace, Inc. All Rights Reserved 19#20ie !!! Aynatrace Proven Team and Successful Culture Rick McConnell Chief Executive Officer Bernd Greifeneder Chief Technology Officer & Founder Steve Tack SVP, Product Management Andrew Hittle Chief Customer Officer Craig Newfield SVP, General Counsel TOP WORK PLACES 2021 USA 2021 Best Company BOSTON 2021 Best Teams ENGINEERING 2021 4.4 Best Teams SALES glassdoor Kevin Burns Chief Financial Officer Steve Pace Chief Revenue Officer Mike Maciag Chief Marketing Officer Matthias Scharer SVP, Business Operations Denise Mitchell VP, Global Human Resources 2021 Best Company GLOBAL CULTURE built in 100 BEST LARGE COMPANIES TO WORK FOR © 2022 Dynatrace, Inc. All Rights Reserved 20

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