Datadog, Inc. (DDOG) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Question-and-Answer SessionSanjit SinghMorgan Stanley, Research Division So with that, let's kick off the conversation. If we look at this year, you're coming off another strong year business accelerated from a growth perspective to 28% to $3.4 billion in revenue, delivering operating margins of 22% and you're now serving 32,000-plus customers. We're at an interesting time in the market, and particularly with software, and then there's a kind of a return to first principles thinking and assessing how softwa ...