Core Viewpoint - Datadog is expected to report first-quarter 2025 results on May 6, with projected revenues between $737 million and $741 million, and non-GAAP net income per share between 41 and 43 cents [1][2]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for first-quarter revenues is $739.37 million, indicating a year-over-year growth of 20.96% [2]. - The consensus estimate for earnings is 42 cents per share, reflecting a year-over-year decline of 4.55% [2]. - International revenues are estimated at $223 million, suggesting a rise of 19.9% year-over-year, while North America revenues are pegged at $516 million, indicating growth of 21.1% [14]. Customer Metrics - The estimated number of customers for the first quarter of 2025 is 30,630, representing a 9.4% increase year-over-year [15]. - The number of customers with more than $100,000 in annual recurring revenue (ARR) is estimated at 3,717, suggesting an increase of 11.3% from the previous year [15]. Recent Performance and Trends - Datadog experienced a strong finish to the previous year with record bookings and 25% revenue growth, but has provided a cautious growth forecast of 21% for the first quarter [8]. - The company delivered an earnings surprise of 13.95% in the last reported quarter, with an average surprise of 21.04% over the trailing four quarters [6]. Competitive Landscape - Datadog faces increasing pricing pressure from competitors such as IBM, Microsoft, and Broadcom, which may limit pricing flexibility and slow customer expansion [12]. - The company is also competing against native solutions from major cloud providers like Amazon, Google, and Microsoft, as well as other players in the APM and Log Management space [12]. Product Development and Market Strategy - New products like LLM observability, Flex Logs, and security tools are gaining traction, particularly among enterprise customers, with several large deals signed in the fourth quarter [13]. - Sales and marketing spending increased by 31% year-over-year as Datadog aims to expand its reach and promote new products, although this has added to operating costs [10]. Valuation and Investment Considerations - Datadog's shares have declined by 28.5% year-to-date, compared to a 10.6% decline in the Zacks Computer and Technology sector and a 5.7% decline in the S&P 500 [16]. - The company currently trades at a forward 12-month price-to-sales (P/S) ratio of 10.36X, significantly higher than the industry average of 4.88X, indicating high growth expectations but an unattractive valuation for value investors [19].

Datadog (DDOG) has expanded its cloud monitoring platform with the acquisition of Metaplane, a company that specializes in end-to-end data observability. Metaplane’s machine learning-powered tools help businesses detect, prevent, and fix data quality issues across their entire data stack, helping build greater trust in the information that powers AI models and modern applications.This move builds on Datadog’s earlier launches like Data Jobs Monitoring and Data Streams Monitoring, strengthening its push into ...

The S&P 500 (^GSPC 0.06%) is down 6% in 2025 amid rising global trade tensions, triggered by the sweeping tariffs President Donald Trump enacted on imported goods from America's trading partners. But throughout history, the stock market has always recovered to new highs even after the most brutal economic shocks -- from the Great Depression to the COVID-19 pandemic -- so the recent dip could be a great opportunity for investors to put some money to work. Rising trade tensions can impact all companies if the ...

Datadog (DDOG) closed the most recent trading day at $101.47, moving +1.88% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 0.74%. Elsewhere, the Dow saw an upswing of 0.05%, while the tech-heavy Nasdaq appreciated by 1.26%.Coming into today, shares of the data analytics and cloud monitoring company had lost 5.01% in the past month. In that same time, the Computer and Technology sector lost 6.23%, while the S&P 500 lost 4.77%.The investment community will ...

Datadog's State of DevSecOps 2025 Report Finds Only 18% of Critical Vulnerabilities Are Truly Worth PrioritizingThe report also found that exploitable vulnerabilities are especially prevalent in Java applicationsApril 23, 2025 4:05 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - April 23, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today released its new report, the State of DevSecOps 2025, which found that only a fract ...

Cloud monitoring and security platform Datadog on Wednesday announced that it has acquired Metaplane, an AI-powered data observability startup, for an undisclosed amount. In a press release, Datadog said that the deal “accelerates” its expansion into data observability, building on the launch of related products. Metaplane will continue supporting existing and new customers through a rebranded “Metaplane by Datadog” offering. “Observability is no longer just for developers and IT teams; it’s now an essenti ...

For me, Datadog, Inc. (NASDAQ: DDOG ) is the best investment tied to observability. The company has a good R&D department, it executes well land-and-expand and produces FCF with high efficiency. Compared to CrowdStrike it looks cheap. Considering the reverse DCF looks fairly valued. I rateI'm an Industrial Engineer. I read a lot of books and I'm very inspired by the quality investing branch. I look to buy and hold for the long term. Mainly focused on Tech stocksAnalyst’s Disclosure: I/we have a beneficial l ...

Datadog (DDOG) and Elastic (ESTC) are at the forefront of the observability market, helping businesses navigate the growing complexity of modern IT environments. As companies accelerate digital transformation, the surge in cloud-native applications is driving unprecedented data growth, and with it, the need for real-time insights.Observability platforms play a vital role in ensuring performance, reliability, and security across these dynamic ecosystems. With AI-driven analytics and continuous monitoring cap ...

Datadog Announces Date of First Quarter Fiscal Year 2025 Earnings CallApril 15, 2025 4:05 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - April 15, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced that it will report its first quarter fiscal year 2025 financial results before the U.S. financial markets open on Tuesday, May 6, 2025. In conjunction with this announcement, Datadog will host a conference call on ...

Datadog Named a Leader in AIOps by Independent Research FirmDatadog received the highest score possible in multiple criteria, including innovation, log management, data governance and lineage, cloud and infrastructure, APM, and moreApril 15, 2025 1:30 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - April 15, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced it has been named a Leader in The Forrester Wave™: AI ...