Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Datadog

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010, and is headquartered in New York, NY.

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Datadog reports robust Q4 earnings, eyes FinOps and government sectors

Datadog's Q4 performance reflects strong revenue growth, customer expansion, and product innovation, positioning the company well in the competitive cloud monitoring market.
While facing challenges like potential churn and pricing pressures, Datadog can leverage opportunities in FinOps, government sector engagements, and sales capacity investments for sustained growth.
Overall, Datadog's financial outlook for 2023 remains positive, assuming ongoing customer optimization efforts and strategic investments in sales and product development.

Datadog exceeds revenue expectations in Q1, eyes growth opportunities

Datadog's Q1 performance showcased strong revenue growth, customer base expansion, and strategic milestones, despite challenges from a service outage.
The company's competitive strengths in delivering value, focus on Azure ecosystem, and customer loyalty position it well for future growth.
Challenges include revenue impact from outages, seasonality affecting customer additions, and the need to differentiate in a competitive market.
Opportunities in digital transformation, AI advancements, and cloud optimization solutions offer avenues for sustained growth and market leadership for Datadog.

Datadog reports strong Q2 earnings, eyes growth through innovation

Datadog delivered strong financial results in Q2 2023, driven by revenue growth, platform adoption, and new logo bookings. The company faces challenges in usage growth, customer evolution times, and market competition, but sees opportunities in new product adoption, AI technologies, and customer engagement.
Despite a slowdown in cloud-native businesses, Datadog's investments in innovation and hiring are yielding positive outcomes. The company's focus on security products and industry trends like unified DevSecOps practices positions it well for future growth and market expansion.
Overall, Datadog's Q2 performance reflects a mix of strengths, challenges, and opportunities, highlighting its resilience and strategic focus on driving growth through innovation, customer expansion, and market alignment.

Datadog surpasses Q3 revenue expectations, eyes AI growth opportunities

Datadog's Q3 2023 earnings call showcased strong financial performance, exceeding revenue expectations and achieving key milestones in ARR. The company's focus on platform adoption and customer expansion drove solid results.
While facing challenges in cloud optimization moderation and pricing pressures, Datadog remains well-positioned to capitalize on opportunities in AI monitoring, customer spending levels, and market expansion.
By emphasizing value delivery, strong partnerships, and innovation, Datadog can navigate challenges and leverage opportunities for sustained growth. The company's ability to adapt to evolving market dynamics bodes well for future success.
Investments in certifications, product development, and customer-centric strategies underscore Datadog's commitment to growth and innovation. Balancing enterprise and smaller customer needs while addressing market trends will be key to future success.

Datadog reports stellar Q4 results, eyes AI integration opportunities

Datadog's Q4 2023 showcased strong financial performance, robust platform adoption, and strategic product packaging adjustments. Challenges include competitive dynamics and varied security product buyers.
Key strengths encompass solid revenue growth, innovative product packaging strategies, and focus on expanding sales force capacity. Opportunities lie in AI integration, consolidation deals, and security product demand.
Navigating challenges while capitalizing on strengths and opportunities positions Datadog for continued growth and market leadership in the evolving landscape of cloud and security solutions.

Datadog reports robust Q1 growth, eyes international expansion and AI

Datadog's Q1 2024 performance reflects strong revenue growth, customer expansion, and product adoption, supported by healthy financial metrics. The company's strategic investments in R&D, sales capacity, and efficiency projects position it for long-term success.
While facing challenges such as billings deceleration and market competition, Datadog's focus on innovation, customer satisfaction, and operational efficiency mitigates risks and drives sustainable growth. Opportunities in international markets, AI-driven products, and security functionalities present avenues for future expansion and revenue growth.
Overall, Datadog's Q1 earnings call highlights a resilient performance, strategic strengths, challenges to address, and promising opportunities for growth. The company's commitment to innovation, customer value, and financial stability underpins its position in the competitive market landscape.

Datadog reports stellar Q3 earnings, eyes growth amid competition

Datadog delivered strong Q3 results, exceeding revenue expectations and showcasing robust customer adoption and financial performance.
While facing competition and investment challenges, Datadog's market leadership, product innovation, and growth opportunities position it well for future success.
Strategic focus on customer engagement, product development, and market expansion will be crucial for Datadog to maintain its growth momentum and competitive edge.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

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Cash is Down, Valuations Are Up, but Stay Invested

From a technical perspective, Datadog (DDOG) is looking like an interesting pick, as it just reached a key level of support. DDOG recently overtook the 20-day moving average, and this suggests a short-term bullish trend.

Datadog (DDOG) Crossed Above the 20-Day Moving Average: What That Means for Investors

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Is Datadog (DDOG) a Buy as Wall Street Analysts Look Optimistic?

Datadog (DDOG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Datadog, Inc. (DDOG) Is a Trending Stock: Facts to Know Before Betting on It

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Why Datadog (DDOG) is a Top Momentum Stock for the Long-Term

Datadog, Inc. (NASDAQ:DDOG ) Barclays 22nd Annual Global Technology Conference December 11, 2024 12:50 PM ET Company Participants Yuka Broderick - VP, IR Conference Call Participants Raimo Lenschow - Barclays Raimo Lenschow Perfect. Thanks for joining us.

Datadog, Inc. (DDOG) Barclays 22nd Annual Global Technology Conference (Transcript)

Despite DDOG's robust product portfolio and strong 2024 outlook, the 27% YTD rally suggests investors might benefit from awaiting a more attractive entry point.

Datadog's Strong Product Mix Fuels 27.6% YTD Rally: Time to Buy or Wait?

NEW YORK , Dec. 9, 2024 /PRNewswire/ -- Datadog, Inc. (Nasdaq: DDOG) ("Datadog"), the monitoring and security platform for cloud applications, today announced the pricing of $870 million aggregate principal amount of 0% Convertible Senior Notes due 2029 (the "notes") in a private placement (the "offering") to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). The offering size was increased from the previously announced offering size of $775 million aggregate principal amount of notes.

Datadog Announces Pricing of Upsized Offering of $870 Million Convertible Senior Notes

Datadog is poised for strong growth in 2025, driven by expanding software budgets and increasing AI-native revenue, prompting a Buy recommendation. Q3 results show a 200 bp sequential increase in AI-native revenue, indicating a return of AI spending to Datadog. Enterprise customer usage has accelerated, suggesting higher future spending, while SMB customer growth remains stable.

Datadog Poised To Rule 2025's AI Software Picks

NEW YORK , Dec. 9, 2024 /PRNewswire/ -- Datadog, Inc. (Nasdaq: DDOG) ("Datadog"), the monitoring and security platform for cloud applications, today announced that it intends to offer, subject to market conditions and other factors, $775 million aggregate principal amount of Convertible Senior Notes due 2029 (the "notes") in a private placement (the "offering") to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). Datadog also intends to grant the initial purchasers of the notes an option to purchase, within a 13-day period beginning on, and including, the date on which the notes are first issued, up to an additional $116.25 million aggregate principal amount of notes.

Datadog Announces Proposed Private Offering of $775 Million of Convertible Senior Notes

Recently, Zacks.com users have been paying close attention to Datadog (DDOG). This makes it worthwhile to examine what the stock has in store.

Investors Heavily Search Datadog, Inc. (DDOG): Here is What You Need to Know

Datadog (DDOG) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Datadog, Inc. (DDOG) Hits Fresh High: Is There Still Room to Run?

Datadog, Inc. (NASDAQ:DDOG ) UBS Global Technology and AI Conference December 3, 2024 10:55 AM ET Company Participants David Obstler - CFO Conference Call Participants Karl Keirstead - UBS Karl Keirstead Karl Keirstead, covering the software space. This is actually my first time on stage to kick off this year's tech AI conference.

Datadog, Inc. (DDOG) UBS Global Technology and AI Conference (Transcript)

Datadog Database Monitoring provides deep and dedicated observability for the five most popular database types NEW YORK , Dec. 2, 2024 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today unveiled that its Database Monitoring product now observes MongoDB databases. With today's announcement, Datadog Database Monitoring supports the five most popular database types—MongoDB, Postgres, MySQL, SQL Server and Oracle.

Datadog Database Monitoring Adds Deep Cluster- and Query-Level Visibility for MongoDB

Customers like AppFolio, Cash App and andsafe leverage Datadog to monitor their AWS environments LAS VEGAS , Dec. 2, 2024 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at AWS re:Invent highlighted its continued investment in its Amazon Web Services (AWS) monitoring product portfolio, which covers all aspects of a customers' tech stack, including AI/ML applications as well as serverless and containerized environments. Customers like AppFolio, andsafe, Asana, Maersk, Cash App, Sweetgreen, The PlayStation Network and Twilio use Datadog to monitor AWS services through more than 100 unique integrations with Datadog.

Datadog Highlights Advanced AI/ML and AWS Monitoring Capabilities at re:Invent

Datadog's Cloud SIEM leverages modern architectures and machine learning to ensure organizations can meet their security goals without the limitations of outdated systems NEW YORK , Dec. 2, 2024 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced its modern approach to Cloud SIEM , which doesn't require dedicated staff or specialized teams to activate the solution. This approach makes it easy for teams to onboard, de-risk migrations and democratize security practices while disrupting traditional models, which can be costly and resource intensive.

Datadog Unveils Modern Approach to Cloud SIEM to Deliver Risk-Based Insights, Scalability, Cost Efficiency and Real-Time Detection

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Brokers Suggest Investing in Datadog (DDOG): Read This Before Placing a Bet

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An online network can run efficiently if its security measures remain rock solid. Three Cybersecurity giants for investment are: FTNT, DDOG, PLTR.

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Does Datadog (DDOG) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here's Why Datadog (DDOG) is a Great Momentum Stock to Buy

Here is What to Know Beyond Why Datadog, Inc. (DDOG) is a Trending Stock

Artificial Intelligence (AI) Is Set to Drive Sizzling Growth in This Market: Here's 1 Stock That Could Win Big From This Emerging Opportunity

Datadog (DDOG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Surging Earnings Estimates Signal Upside for Datadog (DDOG) Stock

Datadog (DDOG) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, DDOG broke through the 20-day moving average, which suggests a short-term bullish trend.

News for Datadog Stock (DDOG)