Dynatrace To Acquire AI Observability Leader Arize
DT•Dynatrace to buy Arize in cash and stock deal
Dynatrace, Inc. said it will acquire AI observability leader Arize in a $915 million cash and stock deal.
- The deal includes $815 million in cash and replacement equity awards.
- Dynatrace said the deal is expected to be 200 bps accretive to ARR growth for FY2027.
- It is expected to be 175 bps dilutive to non-GAAP operating margin for FY2027.
- Dynatrace said the deal is not expected to materially impact Q2 fiscal 2027 guidance or its ongoing share repurchase program.
- Arize founders are expected to join Dynatrace, and Jason Lopatecki will lead the Arize team.
