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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $510.9M, roughly 1.0× Genius Sports Ltd). Dynatrace, Inc. runs the higher net margin — 7.8% vs -12.3%, a 20.1% gap on every dollar of revenue. Genius Sports Ltd produced more free cash flow last quarter ($69.6M vs $27.2M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 16.3%).
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
DT vs GENI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $510.9M |
| Net Profit | $40.1M | $-63.0M |
| Gross Margin | 81.4% | 25.2% |
| Operating Margin | 14.1% | -11.5% |
| Net Margin | 7.8% | -12.3% |
| Revenue YoY | 18.2% | — |
| Net Profit YoY | -88.9% | — |
| EPS (diluted) | $0.13 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $515.5M | $510.9M | ||
| Q3 25 | $493.8M | $335.4M | ||
| Q2 25 | $477.3M | $215.2M | ||
| Q1 25 | $445.2M | $119.7M | ||
| Q4 24 | $436.2M | $413.0M | ||
| Q3 24 | $418.1M | $285.8M | ||
| Q2 24 | $399.2M | $184.1M | ||
| Q1 24 | $380.8M | $97.2M |
| Q4 25 | $40.1M | $-63.0M | ||
| Q3 25 | $57.2M | — | ||
| Q2 25 | $48.0M | $-47.3M | ||
| Q1 25 | $39.3M | $-25.5M | ||
| Q4 24 | $361.8M | $-85.5M | ||
| Q3 24 | $44.0M | $-47.1M | ||
| Q2 24 | $38.6M | $-35.5M | ||
| Q1 24 | $37.9M | $-25.2M |
| Q4 25 | 81.4% | 25.2% | ||
| Q3 25 | 81.8% | 24.2% | ||
| Q2 25 | 82.1% | 19.1% | ||
| Q1 25 | 80.9% | 10.7% | ||
| Q4 24 | 81.1% | 16.7% | ||
| Q3 24 | 81.4% | 20.5% | ||
| Q2 24 | 81.3% | 18.6% | ||
| Q1 24 | 81.1% | 9.8% |
| Q4 25 | 14.1% | -11.5% | ||
| Q3 25 | 14.8% | -15.3% | ||
| Q2 25 | 13.1% | -21.0% | ||
| Q1 25 | 9.6% | -20.3% | ||
| Q4 24 | 10.9% | -18.0% | ||
| Q3 24 | 11.2% | -13.9% | ||
| Q2 24 | 10.5% | -16.8% | ||
| Q1 24 | 6.1% | -23.7% |
| Q4 25 | 7.8% | -12.3% | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 10.0% | -22.0% | ||
| Q1 25 | 8.8% | -21.3% | ||
| Q4 24 | 82.9% | -20.7% | ||
| Q3 24 | 10.5% | -16.5% | ||
| Q2 24 | 9.7% | -19.3% | ||
| Q1 24 | 10.0% | -25.9% |
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.19 | — | ||
| Q2 25 | $0.16 | — | ||
| Q1 25 | $0.12 | — | ||
| Q4 24 | $1.19 | — | ||
| Q3 24 | $0.15 | — | ||
| Q2 24 | $0.13 | — | ||
| Q1 24 | $0.13 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $724.5M |
| Total Assets | $4.1B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $280.6M | ||
| Q3 25 | $1.3B | $110.2M | ||
| Q2 25 | $1.3B | $110.2M | ||
| Q1 25 | $1.1B | $110.2M | ||
| Q4 24 | $1.0B | $100.3M | ||
| Q3 24 | $1.0B | $100.3M | ||
| Q2 24 | $1.0B | $100.3M | ||
| Q1 24 | $836.9M | $100.3M |
| Q4 25 | $2.7B | $724.5M | ||
| Q3 25 | $2.8B | $572.4M | ||
| Q2 25 | $2.7B | $572.4M | ||
| Q1 25 | $2.6B | $572.4M | ||
| Q4 24 | $2.6B | $573.0M | ||
| Q3 24 | $2.1B | $573.0M | ||
| Q2 24 | $2.1B | $573.0M | ||
| Q1 24 | $2.0B | $573.0M |
| Q4 25 | $4.1B | $1.1B | ||
| Q3 25 | $4.1B | $792.3M | ||
| Q2 25 | $4.1B | $792.3M | ||
| Q1 25 | $4.1B | $792.3M | ||
| Q4 24 | $3.7B | $775.7M | ||
| Q3 24 | $3.3B | $775.7M | ||
| Q2 24 | $3.3B | $775.7M | ||
| Q1 24 | $3.4B | $775.7M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $33.8M | $81.9M |
| Free Cash FlowOCF − Capex | $27.2M | $69.6M |
| FCF MarginFCF / Revenue | 5.3% | 13.6% |
| Capex IntensityCapex / Revenue | 1.3% | 2.4% |
| Cash ConversionOCF / Net Profit | 0.84× | — |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $81.9M | ||
| Q3 25 | $32.0M | $-4.8M | ||
| Q2 25 | $269.7M | $-1.2M | ||
| Q1 25 | $162.8M | $-14.6M | ||
| Q4 24 | $42.2M | $14.9M | ||
| Q3 24 | $23.6M | $-9.2M | ||
| Q2 24 | $230.7M | — | ||
| Q1 24 | $131.7M | — |
| Q4 25 | $27.2M | $69.6M | ||
| Q3 25 | $27.8M | $-14.2M | ||
| Q2 25 | $262.2M | $-5.8M | ||
| Q1 25 | $148.2M | $-16.0M | ||
| Q4 24 | $37.6M | $11.3M | ||
| Q3 24 | $20.1M | $-11.6M | ||
| Q2 24 | $227.4M | — | ||
| Q1 24 | $121.9M | — |
| Q4 25 | 5.3% | 13.6% | ||
| Q3 25 | 5.6% | -4.2% | ||
| Q2 25 | 54.9% | -2.7% | ||
| Q1 25 | 33.3% | -13.4% | ||
| Q4 24 | 8.6% | 2.7% | ||
| Q3 24 | 4.8% | -4.1% | ||
| Q2 24 | 57.0% | — | ||
| Q1 24 | 32.0% | — |
| Q4 25 | 1.3% | 2.4% | ||
| Q3 25 | 0.8% | 2.8% | ||
| Q2 25 | 1.6% | 2.1% | ||
| Q1 25 | 3.3% | 1.2% | ||
| Q4 24 | 1.1% | 0.9% | ||
| Q3 24 | 0.8% | 0.9% | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 2.6% | — |
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 5.62× | — | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 5.97× | — | ||
| Q1 24 | 3.47× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
GENI
Segment breakdown not available.
