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.

Earnings data Q4 2020

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

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.

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.

C3.ai

Salesforce

Mixed earnings from big tech are being interpreted more negatively by the market. Tech stocks that soared on AI hype are now selling off on less exciting follow-through.

Why C3.ai, Salesforce, and Datadog Were Down Big Today

Trade Desk

Artificial intelligence could be a major growth driver during the next bull market. The Trade Desk empowers media buyers with advanced measurement capabilities and superior AI.

A Bull Market Is Coming: 2 Artificial Intelligence (AI) Stocks With Monster Growth Potential to Buy Now and Hold Forever

UiPath

Roblox

Snowflake

Block

Twilio

Zoom Video

Artificial intelligence (AI) has become an invaluable tool for investors seeking an edge in today's data-driven markets. By analyzing vast amounts of data and identifying patterns and insights that humans cannot, AI empowers investors to make smarter decisions about which stocks to buy, sell, or hold.

7 Stocks That AI Predicts Will Soar in 2024

Analysts expect Datadog to be a major beneficiary of the artificial intelligence (AI) boom. Datadog recently launched several new AI products and features.

Missed Out on Nvidia? 1 Artificial Intelligence (AI) Stock Could Be the "Fastest-Growing Software Company," According to This Wall Street Analyst

Abbott is a well-diversified healthcare company with strong underlying revenue growth and a robust product pipeline.

Datadog: 90% Of IT Spend Is Still On-Prem

The company boasts strong revenue growth, stable profits, and a reasonable valuation, and it has beaten estimates every single quarter since IPO.

Datadog: The Ultimate GARP Play

Datadog is a strong growth company that should continue to grow with cloud spending. The company has opportunities as it expands into new areas like security and AI.

Datadog: Great Company, But I'd Try To Look For A Better Entry Point

Datadog, Inc. is experiencing a slowdown in its growth trajectory, despite its robust fundamentals and innovative product offerings. The recent decline in customer adoption rates raises concerns about the company's future prospects in the volatile market. Evaluating its current valuation at 68x forward earnings, I am uncertain whether Datadog's anticipated 25% CAGR justifies the premium.

Datadog Faces Investor Concerns Over Sluggish Growth Momentum

Fortinet

Palo Alto Networks

While nothing can be taken for granted in the capital market, the concept of the top cybersecurity stocks to buy practically sells itself. Fundamentally, the pace of connectivity is only increasing.

3 Cybersecurity Stocks to Buy Amid Rising Vulnerabilities

NEW YORK , Oct. 17, 2023 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced that it will report its third quarter fiscal year 2023 financial results before the U.S. financial markets open on Tuesday, November 7, 2023. In conjunction with this announcement, Datadog will host a conference call on Tuesday, November 7, 2023 at 8:00 a.m.

Datadog Announces Date of Third Quarter Fiscal Year 2023 Earnings Call

CrowdStrike

NVIDIA

Nvidia is focused on creating a strong presence across the entire AI tech stack. Datadog's cloud-native observability platform is becoming a must-have for companies operating in the digital global economy.

Want to Get Richer? 3 Best Stocks to Buy and Hold for the Next Decade

Datadog has sprinted into 2023, outpacing the gains of the broader market. While a challenging environment continues to weigh on its stock, a rebound may be on the horizon.

Is It Too Late to Buy Datadog Stock?

SentinelOne

Datadog continues to dominate a very attractive and rapidly growing part of the cloud market. SentinelOne's cybersecurity platform and generative AI abilities could attract large enterprises.

Missed Nvidia? 2 Promising AI Stocks to Buy Now

Amazon

Alphabet

MongoDB

Cloudflare

Zscaler

Just last week, amidst a relatively sharp -8% correction in the S&P 500, investors were certain that something in the market was about to break. Three days later and stocks are suddenly screaming higher. What happened?

Cloud Services Stocks: The Key to Outperformance in 2024?

Shares of Datadog Inc. were getting hit Monday after BofA Securities came out with a more cautious take on the observability software company, warning of “downside revenue risks.”

Datadog faces revenue risk — and its stock isn't cheap, warns BofA

Wall Street's consensus estimates for Datadog's 2024 revenue growth are too high, says an analyst who on Monday downgraded DDOG stock to neutral.

Datadog Downgraded On View That Wall Street Is Too Upbeat On Sales Growth

Alphabet's growth should stabilize as the macro environment improves, but it faces unpredictable competitive and regulatory challenges. Datadog is struggling to grow into its premium valuations.

Better Buy: Alphabet vs. Datadog

HubSpot

Buying stocks with significant competitive advantages helps increase the likelihood of investing success. Each of these impressive growth stocks exhibits this trifecta of traits.

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No matter which camp is right, history proves the stock market rises to new highs over the long term. Cloud-monitoring stock Datadog gets a majority buy rating.

A Bull Market Is Coming: 1 Super Stock Down 52% to Buy Right Now, According to Wall Street

Asana

MercadoLibre

MercadoLibre is the e-commerce market leader in Latin America and offers loans and payment services to its customers. Datadog helps cloud service companies monitor performance metrics while analyzing the data.

3 Stocks That Could Soar in the Near Future

Life Time Group Holdings

Roku

Zillow

Investors seeking to outperform the market and generate enhanced long-term returns often put their money into growth stocks.  While this strategy can yield solid returns during good times, growth stocks tend to fall the hardest when the economy contracts.

Ticking Time Bombs: 7 Growth Stocks to Dump Before the Damage Is Done

Splunk

In the burgeoning intelligence economy, data stands as the linchpin of innovation. By 2025, six billion consumers are expected to tap into data every 18 seconds, bolstered by IoT devices producing a staggering 79 zettabytes (ZB).

3 Big Data Stocks to Prosper in the ‘Intelligence Economy'

Fastly

Cloud computing is the backbone of digital transformation in modern enterprises. It enables businesses to access, store and process data and applications over the internet, rather than on-premises servers.

Ticking Time Bombs: 3 Cloud Computing Stocks to Dump Before the Damage Is Done

Apple

Bruker

Chipotle

DraftKings

Intuitive Surgical

KLA-Tencor

Lockheed Martin

Lam Research

Las Vegas Sands

Netflix

Paycom Software

Pinterest

Insulet

Rockwell Automation

Teradata

TKO Group Holdings Inc

Citi has released a list of 20 large-cap growth stocks that it says present opportunities in the event of a pullback.

These 20 growth stocks are worth considering on a pullback, says Citi

As a monitoring platform for cloud-based apps, Datadog Inc NASDAQ: DDOG has tremendous long-term growth potential tied to enterprise digital transformations, data analytics and cybersecurity — and its stock is trading 56% below its November 2021 peak. These two reasons alone make it a compelling takeout candidate.

News for Datadog Stock (DDOG)