TSMC - TSMC plans to build 10 new facilities globally in 2025, primarily for advanced chip manufacturing, driving a projected 26% revenue increase and 29% earnings growth to 9.05pershare[1]−TSMC′srevenuegrew3426.3 billion, a 39% YoY increase [9] - TSMC benefits from increased IT hardware spending, including cloud infrastructure, smartphones, and PCs, as it manufactures chips for companies like AMD, Qualcomm, and Apple [10] - TSMC is a key supplier for data center companies like Nvidia, Broadcom, Micron, and Marvell, with Nvidia's revenue expected to grow 52% in fiscal 2026 and Broadcom's AI chip market projected to reach 60−90billioninthreeyears[11][12]Datadog−Datadog′srevenuegrew271.95 billion, with Q4 guidance of 711million,projectingfull−yearrevenueof2.66 billion, a 25% increase over 2023 [13][15] - Datadog's customer base grew 9% YoY to over 29,000 in Q3 2024, with an 11.5% increase in customers generating over 100,000inannualrecurringrevenue[14]−Thecompanysawa4percentagepointincreaseincustomersusingeightormoreproductsanda5percentagepointincreaseincustomersusingsixormoreproductsinQ32024[16]−DatadogintroducedAI−poweredobservabilityproducts,with3,000customersusingitsAIintegrationsbytheendofQ32024,positioningthecompanytocapitalizeonthegrowingAIcloudmarket[17]IndustryTrends−GlobalITspendingisforecasttogrow9.35.74 trillion, with software spending expected to increase 14% to 1.23trillionduetoAI−focusedinvestments[6]−Datacenterspendingisprojectedtogrow15.551 billion, is expected to grow at an 11% CAGR through 2027, while the cloud security market, valued at $21 billion, is projected to grow at a 16% CAGR [4]
Datadog(DDOG) The Motley Fool·2025-01-14 10:25