Financial Performance & Growth - Datadog's TTM revenue reached $2.83 billion, demonstrating a year-over-year growth of 26%[50] - The company's TTM non-GAAP operating margin stands at 24%, with a TTM free cash flow margin of 29%[50] - Datadog forecasts Q2 2025 revenue between $787 million and $791 million, and full-year 2025 revenue between $3.215 billion and $3.235 billion[68] - The company's long-term operating margin goal is 25%+ [70] Customer Base & Platform Adoption - Datadog serves approximately 30,500 total customers[50] - The company has around 3,770 customers with ARR exceeding $100,000[50] - 83% of Datadog's customers are using two or more products, 51% are using four or more products, 28% are using six or more products, and 13% are using eight or more products[50] Market Opportunity & Recognition - The cloud market is estimated to be a ~$600 billion market today, growing at a 20% CAGR through 2028[27] - The observability market is approximately $53 billion today, with an anticipated growth rate of 11% CAGR through 2028[29] - The cloud security market is currently valued at $26 billion, projecting a growth of 16% CAGR through 2028[31]

Core Insights - Datadog reported a 25% year-over-year revenue growth, reaching $762 million in the first quarter of 2025 [1][5] - The company achieved $272 million in operating cash flow and $244 million in free cash flow during the same period [3][5] - Datadog's customer base includes approximately 3,770 customers with an Annual Recurring Revenue (ARR) of $100,000 or more, marking a 13% increase from the previous year [2][5] Financial Highlights - Revenue for Q1 2025 was $762 million, a 25% increase from $611 million in Q1 2024 [5][25] - GAAP operating loss was $(12) million, with a GAAP operating margin of (2)% [5] - Non-GAAP operating income was $167 million, resulting in a non-GAAP operating margin of 22% [5] - GAAP net income per diluted share was $0.07, while non-GAAP net income per diluted share was $0.46 [5][26] Business Developments - Datadog acquired Eppo, a feature flagging and experimentation platform, and Metaplane, a data observability platform [5] - The company announced plans for a new data center in Australia, expanding its global infrastructure [5] - Datadog was named a Leader in The Forrester Wave™: AIOps Platforms, Q2 2025 [5] Outlook - For Q2 2025, Datadog expects revenue between $787 million and $791 million [5] - The full-year 2025 revenue outlook is projected to be between $3.215 billion and $3.235 billion [5] - Non-GAAP net income per share for the full year is anticipated to be between $1.67 and $1.71 [6]