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Dynatrace10-Q: Supplier concentration

Dynatrace's SaaS delivery is dependent on third-party hyperscaler infrastructure.

What happened

The company's business is at risk from interruptions at the hyperscaler providers that host its SaaS solutions. This dependency on third-party clouds creates a potential single point of failure, highlighting a need for multi-cloud resilience, observability, and cost management strategies.

Source

SEC EDGARAug 5, 2026

Quarterly report (Form 10-Q)

Dynatrace 10-Q

Filing excerpt

Catastrophic events, such as... could interrupt or disrupt our business and our customers, partners, and suppliers, including hyperscaler providers which host Dynatrace solutions on their cloud infrastructure.

sec.gov/Archives/edgar/data/1773383/000177338326000050/dt-20260630.htmRead the full source

Other signals in this filing (3)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Aug 5, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1773383
Accession number
0001773383-26-000050
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • cloud
  • SaaS

Vendors

  • hyperscaler providers

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Aug 11, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/619a6390-a209-4366-bfa7-4ee39a2661e0 returns this record as JSON. POST /v1/companies/enrich returns every signal for dynatrace.com.

{
  "signal_id": "619a6390-a209-4366-bfa7-4ee39a2661e0",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-08-11T08:11:05.613+00:00",
  "company": {
    "name": "Dynatrace",
    "domain": "dynatrace.com"
  },
  "data": {
    "detail": "The company's business is at risk from interruptions at the hyperscaler providers that host its SaaS solutions. This dependency on third-party clouds creates a potential single point of failure, highlighting a need for multi-cloud resilience, observability, and cost management strategies.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Dynatrace's SaaS delivery is dependent on third-party hyperscaler infrastructure.",
    "excerpts": "Catastrophic events, such as... could interrupt or disrupt our business and our customers, partners, and suppliers, including hyperscaler providers which host Dynatrace solutions on their cloud infrastructure.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1773383/000177338326000050/dt-20260630.htm",
    "filing_date": "2026-08-05",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "vendors_mentioned": [
      "hyperscaler providers"
    ],
    "technologies_mentioned": [
      "cloud",
      "SaaS"
    ]
  }
}

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