Can Datadog's Accelerating Security ARR Power Its Next Leg of Growth?
Key Takeaways Datadog's security portfolio is gaining traction as it unifies observability and security signals. Security ARR grew in the mid-50% range in Q3 2025, supported by cross-selling to large customers.The Zacks Consensus Estimate pegs 2025 revenues at $3.39B, indicating 26% growth on multi-product use.Datadog’s (DDOG) security portfolio is emerging as a meaningful growth catalyst as the company moves beyond its observability foundation into broader security operations. Its multi-layered suite spans ...