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 and Zscaler could eclipse the fintech company's market cap by 2027.Block (XYZ -2.56%), the fintech company formerly known as Square, was once a hot growth stock. It went public in 2015, and its revenue grew at a compound annual growth rate (CAGR) of 55% from 2015 to 2021. That growth was fueled by the expansion of Square's digital payment platform and the popularity of its Cash app for peer-to-peer payments, Bitcoin transactions, and commission-free stock trades.But from 2021 to 2024, Block's revenu ...

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 ...

Core Insights - Yiannis Zourmpanos, founder of Yiazou IQ, emphasizes an AI-driven approach to stock research, focusing on identifying high-potential investment opportunities before they gain traction [1] - The investment strategy prioritizes asymmetric opportunities, aiming for a minimum upside potential of 2-3 times the downside risk, while maintaining a strong margin of safety [1] - The investment horizon is set at 4-5 years, allowing the company to endure market volatility and achieve significant long-term returns through disciplined capital allocation [1] Investment Methodology - **Leadership & Management Analysis**: The company looks for proven track records in scaling businesses, smart capital allocation, insider ownership, consistent revenue growth, and credible guidance [1] - **Market Disruption & Competitive Positioning**: Focus on strong technology moats, first-mover advantages, and network effects that facilitate exponential growth in high-growth industries [1] - **Financial Health & Risk Management**: Emphasis on sustainable revenue growth, efficient cash flow, a strong balance sheet, and avoiding excessive dilution [1] - **Valuation & Asymmetric Risk/Reward**: Utilizes revenue multiples compared to peers, DCF modeling, and institutional backing to ensure downside protection while maximizing upside potential [1] - **Portfolio Construction & Risk Control**: Core positions (50-70%) in high-confidence plays, growth bets (20-40%) in high-risk opportunities, and speculative investments (5-10%) in potential disruptors [1]

Company Overview - AppLovin is an ad tech company that utilizes AI for mobile and connected TV campaigns, and is beta testing a product for e-commerce brands [4] - Datadog is a leader in observability and digital experience monitoring software, providing tools for performance monitoring of critical applications and infrastructure [9] AppLovin Financial Performance - AppLovin reported a 44% increase in revenue to $1.4 billion and a 253% rise in GAAP earnings to $0.49 per diluted share for the fourth quarter [6] - The company’s e-commerce advertising product has reached a billion-dollar run rate within months [6] - Wall Street anticipates a 47% increase in AppLovin's earnings by 2025, making its current valuation of 59 times earnings appear reasonable [8] AppLovin Market Position - AppLovin stock is currently 48% below its record high, with a median target price of $550 per share from analysts, indicating a potential 108% upside from the recent price of $264 [11] Datadog Financial Performance - Datadog's revenue rose 25% to $738 million, with a 10% increase in customers to 30,000 and a more than 10% rise in average spend per existing customer [12] - Non-GAAP net income increased 11% to $0.49 per diluted share, although management's full-year guidance disappointed investors [12] Datadog Market Position - Datadog stock is 44% below its record high, with a median target price of $160 per share from analysts, suggesting a 72% upside from the recent price of $93 [11] - The stock currently trades at 12.4 times sales, significantly lower than its three-year average of 18.6 times sales, presenting a buying opportunity for long-term investors [14] Industry Trends - The demand for observability software is expected to grow as cloud computing and AI technologies increase infrastructure complexity [10] - Datadog is focusing on LLM Observability, which is tailored for large language models and generative AI, indicating a strategic alignment with emerging technology trends [10]

Datadog Adds to Its Google Cloud Observability Capabilities with Expanded BigQuery Monitoring April 09, 2025 9:00 AM EDT | Source: Datadog, Inc. Joint customers like Forbes and Delta Dental of New Jersey and Connecticut can now drive more efficiency for their Google Cloud environments with expanded BigQuery monitoring and six more recently announced features Datadog was also named a Google Cloud Partner of the Year for the third year in a row Las Vegas, Nevada--(Newsfile Corp. - April 9, 2025) - Datadog, In ...

Core Insights - Datadog has announced plans to establish a new data center in Australia, which will enhance local data storage and processing capabilities for its customers and partners, addressing local privacy and security requirements [1][2][5] Group 1: Data Center Announcement - The new data center will be built on AWS and will be Datadog's first in Australia, complementing existing locations in North America, Asia, Europe, and AWS GovCloud [1][5] - This facility aims to create sovereign data storage capacity, allowing Datadog's customers to meet local privacy and security preferences [2][5] Group 2: Customer Impact - Datadog's end-to-end observability solutions are expected to help organizations like Flight Centre and SEEK improve service quality and proactively resolve issues before they become critical [3][4] - The data center will support Australian companies in their cloud investments, digital transformations, and AI projects, particularly in regulated industries such as healthcare and financial services [5] Group 3: Company Growth and Strategy - Datadog is expanding its presence in Australia and New Zealand, with recent office openings in Melbourne, Sydney, and Auckland, indicating a commitment to the region [5] - The new data center is anticipated to open in the middle of 2025, further solidifying Datadog's role in supporting local businesses [5]