Summary of Datadog, Inc. Conference Call Company Overview - **Company**: Datadog, Inc. (NASDAQ: DDOG) - **Industry**: Cloud Monitoring and Analytics - **Conference**: Credit Suisse 26th Annual Technology Conference - **Date**: November 29, 2022 Key Points Company Vision and Product Offering - Datadog is a multi-product monitoring platform designed for DevOps, focusing on real-time monitoring of client-facing applications [2][3] - The platform is characterized by its ease of use, comprehensive functionality, and ability to serve various deployment models [4] Growth Potential - Datadog has a large Total Addressable Market (TAM) driven by the increasing workloads being migrated to the cloud [6] - The company has experienced growth rates between 50% and 80%, consistently outperforming hyperscalers [6][7] - The growth is attributed to a focus on high-priority workloads and the expansion of the product suite [8] Product Portfolio and Customer Adoption - The primary customer pull is from infrastructure monitoring, with significant opportunities in APM (Application Performance Monitoring) and logs [10][11] - Datadog has around 20,000 customers, indicating substantial room for growth as many clients are not fully utilizing the platform [11] - The company is investing in enhancing its platform, including workflow automation and collaboration features [12] Competitive Landscape - The competitive landscape remains stable, with the primary competition being DIY solutions and open-source alternatives [24][27] - Datadog's advantages include best-of-breed solutions, lower total cost of ownership, and continuous functionality updates [27] Security Offering - Datadog is developing its security offerings, which are expected to grow rapidly as the product matures [17] - The pricing strategy for security products will be similar to existing offerings, focusing on transparency and flexibility [19] Market Dynamics and Client Base - Datadog serves a diverse range of industries, including manufacturing, financial services, and travel, with varying impacts from macroeconomic conditions [37][38] - The company has noted that sectors like consumer discretionary are experiencing optimization pressures, while others like enterprise software remain stable [38] Customer Retention and Expansion - Datadog's gross retention rates are in the mid-90s, indicating strong customer loyalty and stickiness of the platform [44] - The company emphasizes gradual expansion within existing accounts, leading to increased spending as clients adopt more features [41][42] Guidance and Financial Strategy - Datadog adopts a conservative approach to guidance, focusing on organic growth rates and maintaining profitability [30][31] - The company is positioned to continue investing in growth while managing expenses effectively [35] Future Outlook - The convergence of DevOps and security is expected to continue, with traditional industries increasingly adopting Datadog's solutions [46] - The company anticipates sustained growth as it taps into traditional sectors that are beginning their digital transformation journeys [46] Additional Insights - Datadog's strategy includes a focus on product-led growth, which has proven effective in expanding customer usage and satisfaction [15] - The company is open to feedback regarding its pricing strategies and is willing to adapt based on market needs [19][21]

Datadog, Inc. (NASDAQ:DDOG) The Needham Big Data and Infrastructure Conference November 16, 2022 9:30 AM ET Company Participants David Obstler - Chief Financial Officer Conference Call Participants Mike Sikos - Needham Mike Sikos Alright. Terrific. Thank you for tuning into our fireside chat during Needham's Tech Week, I'm Mike Sikos covering the Infrastructure and Analytics Software space at Needham. Please to be hosting the CFO, David Obstler from Datadog here today. Just for some quick logistics, I have ...

Summary of Datadog, Inc. Conference Call Company Overview - **Company**: Datadog, Inc. (NASDAQ: DDOG) - **Event**: RBC Technology, Internet, Media and Telecommunications Conference - **Date**: November 15, 2022 - **Participants**: David Obstler (CFO), Matt Hedberg (RBC) Key Points Industry and Demand Environment - Datadog has observed a continuation in the prioritization of new projects and workloads across various industries, indicating strong demand despite macroeconomic concerns [3][12] - The company noted some rationalization in usage patterns among existing customers, particularly in the consumer discretionary sector, which represents a low-teens percentage of their exposure [3][12] - Overall, the demand environment remains stable, with consistent net-adds in customer growth from Q2 to Q3 [5][6] Financial Performance and Guidance - Datadog reported strong Q3 numbers, alleviating concerns from Q2 performance [2] - The company maintains a diversified customer base, which helps mitigate risks associated with downturns in specific verticals [43][46] - Datadog's spend is approximately 1% of total public cloud spend, indicating significant room for growth [22] Product Strategy and Cross-Selling Opportunities - The company emphasizes a "land and expand" strategy, where clients start with minimal commitments and gradually increase their usage [8][9] - Datadog has identified substantial cross-sell opportunities, particularly in Application Performance Monitoring (APM) and logs, with clients typically using only a fraction of available products [17][19] - The introduction of new functionalities and products is seen as a way to increase average revenue per client without raising unit prices directly [25] Growth Drivers and Market Position - Datadog is focused on investing in product breadth and quality, which has led to increased dollar relationships with clients [12][13] - The company is strategically expanding its go-to-market efforts, targeting clients with the greatest potential for growth [14] - Datadog's competitive advantage lies in its existing customer base, which is already familiar with its platform, facilitating easier adoption of new products [33] Economic and Competitive Landscape - The company reflects the broader digital economy, with a diverse customer base across various sectors, including financial services and healthcare [43][44] - Datadog does not offer on-premise solutions, positioning itself as a cloud-native service provider, which aligns with market trends [49] - The company anticipates that security solutions will see similar growth velocity as DevOps, presenting a significant market opportunity [51] Cost Management and Operational Efficiency - Datadog is focused on optimizing its own spending, particularly in cloud costs, and is cautious about pre-committing to vendor contracts [39][40] - The company is leveraging current market conditions to negotiate better deals in commercial real estate as it expands [40] Future Outlook - Datadog expects continued growth driven by the adoption of its security products and potential expansion into government sectors [51][52] - The company is optimistic about capturing more market share as industries increasingly migrate to cloud solutions [44][52] Additional Insights - Datadog's approach to pricing has been to enhance functionality rather than increase unit prices, which has helped maintain customer relationships [25] - The company has a balanced customer distribution, with one-third in SMB, one-third in mid-market, and one-third in enterprise segments [46]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _________________________________________________________ Title of each class Trading Symbol(s) Name of each exchange on which registered Class A common stock, par value $0.00001 per share DDOGThe Nasdaq Stock Market LLC (Nasdaq Global Select Market) Emerging growth company ☐ FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1 ...

Datadog, Inc. (NASDAQ:DDOG) Q3 2022 Earnings Conference Call November 3, 2022 8:00 AM ET Company Participants Yuka Broderick - Vice President of Investor Relations & Strategic Finance Olivier Pomel - Co-Founder & Chief Executive Officer David Obstler - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Fred Lee - Credit Suisse Mark Murphy - JPMorgan Sanjit Singh - Morgan Stanley Koji Ikeda - BofA Securities Matt Hedberg - RBC Brent Thill - Jefferies Kamil Mielczarek - William Bla ...

Datadog, Inc. (NASDAQ:DDOG) Goldman Sachs Communacopia and Technology Conference Transcript September 14, 2022 6:45 PM ET Executives David Obstler - Chief Financial Officer Analysts Kash Rangan - Goldman Sachs Kash Rangan [Started Abruptly] …group is almost full. So and we know that Datadog. David Obstler Oh! Thanks. Thanks for having us. Kash Rangan Not us. It’s you guys. And if you do, so this conference, David, that I never get tired of getting to this conference, some of the stats, more than 3,100 regis ...

Datadog, Inc. (NASDAQ:DDOG) Citi's 2022 Global Technology Conference September 7, 2022 9:00 AM ET Company Participants David Obstler - Chief Financial Officer Conference Call Participants Fatima Boolani - Citi Fatima Boolani Good morning everyone. It's delightful to see everyone's faces as we kick off day 1 of Citi's Global TMT Conference. I'm Fatima Boolani. For those of you who don't know me, I jointly head up the U.S. software research practice here at Citi, and I have the pleasure of starting my set of ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _________________________________________________________ Title of each class Trading Symbol(s) Name of each exchange on which registered Class A common stock, par value $0.00001 per share DDOGThe Nasdaq Stock Market LLC (Nasdaq Global Select Market) Emerging growth company ☐ FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1 ...

Datadog, Inc. (NASDAQ:DDOG) Q2 2022 Earnings Conference Call August 4, 2022 8:00 AM ET Company Participants Yuka Broderick - Head-Investor Relations Olivier Pomel - Chief Executive Officer and Co-Founder David Obstler - Chief Financial Officer Conference Call Participants Sanjit Singh - Morgan Stanley Raimo Lenschow - Barclays Kash Rangan - Goldman Sachs Fatima Boolani - Citi Matt Hedberg - RBC Kamil Mielczarek - William Blair Brent Thill - Jefferies Gregg Moskowitz - Mizuho Mike Cikos - Needham & Company P ...

Datadog, Inc. (NASDAQ:DDOG) Q1 2022 Results Conference Call May 5, 2022 8:00 AM ET Company Participants Yuka Broderick - Head-Investor Relations Olivier Pomel - Chief Executive Officer and Co-Founder David Obstler - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Kash Rangan - Goldman Sachs Fatima Boolani - Citi Sanjit Singh - Morgan Stanley Brent Thill - Jefferies Kamil Mielczarek - William Blair Matt Hedberg - RBC Capital Markets Michael Turits - KeyBanc Brad Reback - Stifel ...