Summary of Datadog, Inc. Conference Call Company Overview - **Company**: Datadog, Inc. (NASDAQ: DDOG) - **Event**: RBC Capital Markets Global TIMT Conference Call - **Date**: November 14, 2023 Key Points Industry and Market Trends - Datadog operates in the cloud-based monitoring industry, focusing on cloud workloads and modern DevOps practices [3][11] - The company has observed a shift from aggressive growth strategies to cost management among clients, influenced by macroeconomic factors such as rising interest rates [3][4] - There has been a stabilization in usage from previously high-growth cloud-native customers, indicating a potential recovery in consumption patterns [4][9] Financial Performance and Guidance - Datadog's revenue guidance was adjusted from 25% to 23% earlier in the year, and is now projected to be 26%, reflecting improved performance [20][21] - The company emphasizes a risk management approach in its guidance, taking into account net retention rates and new customer additions [22][30] - Approximately 60% to 65% of revenue growth is derived from existing customers, with the remaining from new customer acquisitions [42] Customer Behavior and Retention - Smaller customers and SMBs have shown higher net retention rates compared to larger customers, likely due to their ramping workloads [12][15] - Datadog's product is considered essential by many clients, leading to high gross retention rates in the high-90s [37] - The company is actively working with clients to optimize their usage and spending, which helps maintain long-term relationships [37] Product Development and Innovation - Datadog has introduced new DevSecOps packages, aiming to enhance sales and meet customer needs more effectively [31][34] - The company is developing monitoring modules for large language models (LLMs) and integrating AI capabilities into its platform, which is expected to increase workloads monitored [39][40] - Datadog's pricing strategy is designed to be transparent and flexible, allowing clients to manage their commitments based on actual usage [36][37] Competitive Landscape - Datadog differentiates itself from competitors like CrowdStrike and ServiceNow by focusing on real-time monitoring of customer-facing applications in the cloud [44][45] - The company does not compete directly with Splunk, as their market focuses on different architectures and use cases [46][47] Future Outlook - Key trends to watch include the growth of cloud workloads, Datadog's market share, advancements in AI, and the success of DevSecOps initiatives [49] Additional Insights - The company is focused on helping clients understand the return on investment from using Datadog's products, which is crucial for maintaining customer satisfaction and retention [37] - Datadog's approach to onboarding and customer engagement is designed to facilitate quick adoption and flexible usage, which is a significant advantage in the cloud environment [17][19]

Datadog, Inc. (NASDAQ:DDOG) Q3 2023 Earnings Call Transcript November 7, 2023 8:00 AM ET Company Participants Yuka Broderick - VP, IR & Strategic Finance Olivier Pomel - Co-Founder & CEO David Obstler - CFO Conference Call Participants Mark Murphy - JP Morgan Sanjit Singh - Morgan Stanley Raimo Lenschow - Barclays Capital Karl Keirstead - UBS Matt Hedberg - RBC Capital Markets Fatima Boolani - Citigroup Brent Thill - Jefferies Alex Zukin - Wolfe Research Jacob Roberge - William Blair Operator Good day, and ...

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 September 30, 2023 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, Inc. (NASDAQ:DDOG) Citi's 2023 Global Technology Conference September 7, 2023 4:00 PM ET CorporateParticipants David Obstler - Chief Financial Officer ConferenceCall Participants Joel Omino - Citi Joel Omino Perfect. Good afternoon, everybody. Hope you're enjoying day two of the Citi Tech Conference. I'm Joel Omino. I'm a research associate on the software team. And I support Fatima Boolani and covering Datadog. And so we're very happy to have with us today, Datadog's very own CFO, David Obstler. D ...

Datadog, Inc. (NASDAQ:DDOG) The Goldman Sachs Communacopia & Technology Conference Transcript September 6, 2023 1:10 PM ET Executives David Obstler - Chief Financial Officer Yuka Broderick - Vice President, Investor Relations and Strategic Finance Analysts Kash Rangan - Goldman Sachs Kash Rangan Yeah. The summer is over and we are here. I think it get terrific. David Obstler It was very good. Yeah. Yeah. Kash Rangan Okay. I think we are live. So we are going to wait for few more seconds as people’s streamin ...

Datadog, Inc. (NASDAQ:DDOG) Q2 2023 Earnings Conference Call August 8, 2023 8:00 AM ET Company Participants Yuka Broderick - VP, IR & Strategic Finance Olivier Pomel - Co-Founder & CEO David Obstler - CFO Conference Call Participants Raimo Lenschow - Barclays Capital Sanjit Singh - Morgan Stanley Mark Murphy - J.P. Morgan Anisha Narayan - Goldman Sachs Jacob Roberge - William Blair Brent Thill - Jefferies Michael Turits - KeyBanc Andrew Nowinski - Wells Fargo Taz Koujalgi - Wedbush Koji Ikeda - Bank of Amer ...

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 June 30, 2023 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, Inc. (NASDAQ:DDOG) Annual William Blair Growth Stock Conference Call June 7, 2023 2:20 PM ET Company Participants David Obstler - Chief Financial Officer Conference Call Participants Jacob Roberge - William Blair Jacob Roberge Awesome. Well, thanks to everyone who is here in person or joining over the webcast. My name is Jacob Roberge. I'm the Research Analyst at William Blair that covers Datadog. Just before we start things off, I'm required to let you know that for a full list of research disclos ...

Datadog, Inc. (NASDAQ:DDOG) JP Morgan 51st Annual Global Technology, Media and Communications Conference Call May 22, 2023 12:30 PM ET Company Participants Olivier Pomel - CEO and Co-Founder Conference Call Participants Mark Murphy - J.P. Morgan Mark Murphy Okay. Good afternoon, everyone. Welcome. I’m Mark Murphy, Software Analyst at JP Morgan. And it is a great pleasure to be here today with Olivier Pomel, who is the CEO, and Co-Founder of Datadog. First off, Olivier, thank you so much for joining us here ...

Datadog, Inc. (NASDAQ:DDOG) SVB MoffettNathanson's Inaugural Technology, Media and Telecom Conference May 17, 2023 3:00 PM ET Company Participants David Obstler - CFO Conference Call Participants Sterling Auty - MoffettNathanson Sterling Auty I'm very happy to have with us David Obstler, who's CFO of Datadog. David, thanks for joining us. Really appreciate it? David Obstler Thanks a lot, Sterling, for having us. Question-and-Answer Session Q - Sterling Auty Let's just jump in and hit some things head on a - ...