Datadog AI Research Launches New Open-Weights AI Foundation Model and Observability BenchmarkToto-an open-weights, zero-shot, time series foundation model-and BOOM, the largest public benchmark of observability metrics, are the first launches from Datadog AI ResearchMay 21, 2025 4:05 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - May 21, 2025) -  Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today unveiled the first two launches ...

Datadog (NASDAQ:DDOG) Annual JPMorgan Global Technology, Media and Communications Conference May 13, 2025 1:10 PM ET Company Participants Olivier Pomel - Co-Founder & CEO Conference Call Participants Mark Murphy - JP Morgan Mark Murphy Good afternoon, everyone. I am Mark Murphy, Head of Software Research with JP Morgan. Great pleasure to be here today with Olivier Pomel, CEO and Co-Founder of Datadog. So Olivier, I just want to say thank you for taking the time to be with us again. And it's great to have yo ...

Summary of Datadog Conference Call Company Overview - **Company**: Datadog - **Industry**: Enterprise Software, specifically in observability and security for cloud environments - **CEO**: Olivier Pomel Key Points Industry Position and Growth - Datadog is one of only four enterprise software companies with over $3 billion in revenue and mid-20% growth, alongside Palantir, CrowdStrike, and Snowflake [3][4] - The company serves over 30,000 customers, primarily engineering teams, helping them manage application performance and security [7][4] Core Trends Driving Growth - Major trends fueling Datadog's growth include digital transformation, cloud migration, and AI transformation [4][11] - The complexity of modern systems is increasing, leading to a demand for observability solutions [5][6] Market Dynamics - Cloud migration remains strong, with expectations for long-term growth despite short-term fluctuations [10][11] - Datadog has only penetrated 45% of the Fortune 500, indicating significant growth potential [18][19] Customer Behavior and Spending - Customers are increasingly investing in cloud solutions as part of their IT budgets, viewing it as transformative rather than a cost [19][24] - Datadog's sales capacity has increased, leading to a notable rise in bookings and backlog growth, with an acceleration of 30% in CRPO [17][18] AI Integration - AI natives now account for 8.5% of Datadog's Annual Recurring Revenue (ARR) [29] - The company is positioned to benefit from the growth of AI applications, particularly in the inferencing stage rather than model training [33][34] Competitive Landscape - There is a growing trend among companies in the EU and Canada to seek local cloud providers, but Datadog sees limited immediate impact due to the lack of viable alternatives [12][13] - The AI landscape is evolving, with more companies able to innovate without massive investments, leading to a more diverse ecosystem [61][62] Future Outlook - Datadog anticipates that the trends seen in AI natives will eventually influence larger enterprises, similar to the past with cloud migration [49][52] - The company is committed to investing in engineering and sales capacity, maintaining a focus on organic growth and innovation [64][66] Observability and AI Models - Datadog offers LLM observability to help companies monitor AI models, ensuring they are functioning correctly and providing business value [42][43] - The company sees a significant opportunity in understanding how AI applications behave in production environments [55] Investment Strategy - Datadog has increased headcount by 25% to support growth, focusing on engineering and market coverage [64] - The company maintains a disciplined approach to pricing and product development, ensuring transparency and customer feedback drives innovation [66][67] Additional Insights - Datadog's growth is insulated from broader economic pressures, as its services are part of transformational investments rather than operational costs [25][28] - The company is leveraging AI to improve its own operations, enhancing coding efficiency and support processes [56][58] This summary encapsulates the key insights from the Datadog conference call, highlighting the company's strategic positioning, growth drivers, and future outlook in the enterprise software industry.

DATADOG Investor Presentation May 2025 Safe harbor This presentation and the accompanying oral presentation have been prepared by Datadog, Inc. ("Datadog" or the "company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Datadog or any officer, director, employee, agent or advisor of Datadog. This presentation does not purport to be all-inclusive or to contain ...

Core Viewpoint - Datadog is experiencing a frustrating stock performance despite strong growth momentum in the cloud-computing sector, particularly in observability and monitoring solutions driven by AI demand [1][2]. Group 1: AI-Powered Growth Opportunity - Datadog serves as a central data hub, providing real-time visibility across technology stacks, integrating data from over 900 software applications to enhance efficiency [4]. - The rise of data-intensive AI workflows is a significant growth driver, with Datadog actively integrating AI tools, including its Bits AI generative assistant, to enhance automation and intelligent analysis [5]. - The public cloud services market is valued at $600 billion and is expected to nearly double by 2028, with a 20% compound annual growth rate (CAGR), presenting substantial opportunities for Datadog [6]. Group 2: Robust Operating Tailwinds - In the first quarter, Datadog's revenue grew by 25% year over year to $762 million, exceeding Wall Street's expectations of $741.5 million, with adjusted earnings per share (EPS) of $0.46 also surpassing estimates [7]. - The company has around 30,500 customers, with 3,770 generating over $100,000 in annual recurring revenue (ARR), and a notable 110% dollar-based net retention rate indicates increased customer spending [8]. - Demand for AI solutions is strong, with the number of customers using its large language model (LLM) Observability product more than doubling in six months, supported by strategic acquisitions like Metaplane and Eppo [9]. Group 3: Free-Cash-Flow Momentum - For the full year 2025, Datadog targets revenue between $3.215 billion and $3.235 billion, reflecting a growth rate of 20% to 21% from the prior year, with EPS estimates of $1.67 to $1.71 indicating strong profitability [10]. - Free cash flow reached $833 million over the past year, surging 39% from year-end 2023, supporting the stock's premium valuation [10]. Group 4: Competitive Positioning - Datadog shares trade at a forward price-to-earnings (P/E) ratio of 64, which is high compared to the broader market but attractive relative to other high-growth software infrastructure peers [11]. - Compared to peers like CrowdStrike and Cloudflare, which have a forward P/E above 100, Datadog's unique blend of observability and cybersecurity capabilities offers broader use cases [12]. Final Thoughts - Datadog's AI-driven growth aligns with high-level themes in technology and cloud computing, making it a compelling addition to diversified portfolios [14].

Datadog, Inc. NASDAQ: DDOG has once again demonstrated its operational prowess, delivering first-quarter 2025 financial results that exceeded forecasts and prompted an encouraging upward revision of its full-year guidance. Datadog TodayDDOGDatadog$109.36 +3.34 (+3.15%) 52-Week Range$81.63▼$170.08P/E Ratio214.43Price Target$141.54Add to WatchlistThis display of strength signals the company's continued ability to capitalize on the enterprise shift to cloud environments and the increasing complexity of managi ...

Datadog (DDOG) reported first-quarter 2025 non-GAAP earnings per share (EPS) of 46 cents, which increased 4.5% from the year-ago quarter and beat the Zacks Consensus Estimate by 9.52%.The company’s net revenues of $761.6 million rose 24.6% year over year and beat the consensus estimate by 3%.See the Zacks Earnings Calendar to stay ahead of market-making news.Quarter Details of DDOGThe company ended the first quarter with 30,500 customers, up from about 28,000 in the prior-year period.In the first quarter of ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _________________________________________________________ FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39051 _______ ...

Datadog (DDOG) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.52%. A quarter ago, it was expected that this data analytics and cloud monitoring company would post earnings of $0.43 per share when it actually produced earnings of $0.49, delivering a surprise of 13.95%.Over the last ...

Datadog (DDOG) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the q one twenty twenty five Datadog earnings conference call. At this time, all participants are in listen only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you would need to press 11 on your telephone. You would then hear an automated message advising your hand is raised. To withdraw your question, please p ...