cust.co / Compare / Dynatrace vs Cadence Design Systems

Dynatrace vs Cadence Design Systems - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in Dev Tools. Both at Public stage.

Dynatrace and Cadence Design Systems are essentially tied at 110% NRR.

NRR over time

109%112%115%118%121% FY2019-Q3FY2020-Q3FY2023-Q4FY2024-Q3FY2025-Q1FY-2025FY2026-Q2FY-2026 NRR Dynatrace Cadence Design Systems Dynatrace - FY2019-Q3: 120% Dynatrace - FY-2019: 120% Dynatrace - FY2020-Q2: 120% Dynatrace - FY2020-Q3: 120% Dynatrace - FY-2020: 120% Dynatrace - FY-2021: 120% Dynatrace - FY2023-Q4: 119% Dynatrace - FY-2023: 119% Dynatrace - FY2024-Q1: 119% Dynatrace - FY2024-Q3: 111% Dynatrace - FY-2024: 111% Dynatrace - FY2024-Q4: 111% Dynatrace - FY2025-Q1: 113% Dynatrace - FY2025-Q2: 112% Dynatrace - FY2025-Q3: 111% Dynatrace - FY-2025: 110% Dynatrace - FY2025-Q4: 110% Dynatrace - FY2026-Q1: 111% Dynatrace - FY2026-Q2: 111% Dynatrace - FY2026-Q3: 111% Dynatrace - FY2026-Q4: 110% Dynatrace - FY-2026: 110% Cadence Design Systems - FY-2023: 110% Cadence Design Systems - FY2026-Q1: 110%

Dynatrace hit a higher all-time peak (120% in FY2019-Q3).

Stat-by-stat

Metric Dynatrace Cadence Design Systems
Latest NRR 110% 110%
All-time peak NRR 120% 110%
All-time low NRR 110% 110%
QoQ change +0pp +0pp
YoY change -1pp -
3-year change -10pp -
Disclosures tracked 22 2

Customer cohorts

MetricDynatraceCadence Design Systems
Total customers 4,100 -
Over $100K ARR - -
Over $1M ARR - -
Top-10 concentration - -
Average ACV $500,000 -
US revenue mix 46% 41%

Commercial structure

MetricDynatraceCadence Design Systems
Total RPO $3.5B $8.0B
Current RPO (12mo) $1.9B $4.4B
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 96% 77%
New customers added 126 55

Post-sales motion

MetricDynatraceCadence Design Systems
CS team size - -
Customers per CSM - -
Pricing model hybrid hybrid
Renewal cadence multi-year multi-year
CSM coverage model account-named account-named
Top customer exec Stephen McMahon Paul Scannell

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