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

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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.

Palantir Technologies

Palantir and Datadog were both red-hot stocks in 2020 and 2021. Both stocks tumbled as investors pivoted away from hypergrowth plays.

Better Buy: Palantir vs. Datadog

Management has seen a decrease in demand as clients streamline expenses. The stock trades at a premium valuation based on both sales and cash flow.

Is Datadog Stock Set for a Breakout?

The maximum return occurs if contracts are closed at expiration and Datadog closes at 100.

DDOG Stock Today: Why This Butterfly Spread Trade In Datadog Options Could Bank A 74% Return

Datadog stock has rebounded significantly over the past two months, but the company continues to operate in a challenging macro environment. Datadog continues to invest aggressively in R&D to develop its platform, which should be supportive of growth when the demand environment improves. DDOG is now fairly expensive given the company's deteriorating growth.

Datadog: Optimism May Not Be Warranted

Invesco QQQ

ASML Hld

Fortinet

Alphabet

Microsoft

NVIDIA

Palo Alto Networks

Atlassian

Workday

The Invesco QQQ fund gives investors an easy way to gain exposure to top tech and tech-adjacent stocks. Here, we feature nine of the hottest names in the ETF.

The Best QQQ Stocks To Buy Now

Leading B2B SaaS observability player with a revenue CAGR of 66% since FY17 and net revenue retention of 130%. Growing market dominance in large TAM markets, strong track record of product innovation and improving economics. Datadog's valuation is rich, but its forward PEG is expected to decline to more reasonable levels in the next few years, making it a good long-term buy.

Datadog: The Growth Engine Of The Observability Cloud Era

Dutch Bros

Endava plc - ADR

QUALCOMM

Snowflake

Trimble

Unity Software

Investors find themselves in a landscape transformed by persistent inflation and a banking sector crisis that has rattled most publicly traded firms. However, amidst the chaos, a group of resilient contenders has emerged, representing the top growth stocks to buy.

7 Growth Stocks to Buy With Explosive Upside Potential

Cognex

Artificial intelligence could add $13 trillion to global economic output by 2030. Datadog is a leader in several observability software verticals but the company has hardly scratched the surface of its addressable market.

A Bull Market Is Coming: 2 Artificial Intelligence (AI) Growth Stocks Down 41% and 51% to Buy Now

Speakers from Google, AWS, Airbnb, NTT DOCOMO and more will discuss how SREs, DevOps teams, developers, security engineers and architects can use observability to positively impact their business NEW YORK , June 13, 2023 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the details of DASH , its annual conference. The conference will take place on Wednesday, August 2nd and Thursday, August 3rd at Moscone West in San Francisco, California.

Datadog Announces Annual DASH Conference Set for San Francisco in August

Datadog competes with Splunk and Dynatrace in the software observability space, a fast-growing SaaS market. Looking at DDOG's relative financials, we see that Datadog has the best balance sheet of the bunch while also being well ahead of the pack in terms of growth. While its valuation reflects this, its shares are not as expensive as they may appear and constitute a good buy for long-term investors.

Datadog: Market Leader In Cloud Observability

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) Recently Broke Out Above the 20-Day Moving Average

Marvell Technology

Zscaler

Datadog rode a solid quarter to stellar gains. Marvell Technology is on the artificial intelligence hype train.

Can You Still Buy the Nasdaq's Best-Performing May Stocks?

Datadog (DDOG) announced new capabilities in its Cloud Cost Management Product, suggesting a strong customer demand and product portfolio.

Datadog (DDOG) Brings New Features in Cloud Cost Management

After reaching an important support level, Datadog, Inc. (DDOG) could be a good stock pick from a technical perspective. DDOG recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.

Datadog (DDOG)'s Technical Outlook is Bright After Key Golden Cross

Datadog, Inc. (NASDAQ:DDOG ) Annual William Blair Growth Stock Conference Call June 7, 2023 2:20 PM ET Company Participants David Obstler - Chief Financial Officer Conference Call Participants Jacob Roberge - William Blair Jacob Roberge Awesome. Well, thanks to everyone who is here in person or joining over the webcast.

Datadog, Inc. (DDOG) Annual William Blair Growth Stock Conference (Transcript)

New features help customers create a culture of cost ownership across their organization by empowering engineers to understand and take action on cloud costs NEW YORK , June 7, 2023 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced new capabilities for its Cloud Cost Management product, including container cost allocation, cost monitors and support for Microsoft Azure . Cloud Cost Management shows an organization's granular cost data, scoped to specific services, so that engineers can optimize cloud spend and performance.

Datadog Extends Cloud Cost Management Capabilities with Container Cost Allocation, Cost Monitors and Support for Microsoft Azure

Workflow Automation provides customers with out-of-the-box actions and pre-built templates to proactively remediate issues and avoid service disruptions or impact to end users NEW YORK , June 5, 2023 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the general availability of Workflow Automation. The new product enables teams to automate end-to-end remediation processes—with out-of-the-box actions and pre-built templates—across all systems, apps and services to help identify, investigate and resolve service disruptions and security threats faster.

Datadog Launches Workflow Automation for Faster Remediation of Application Issues

Lemonade

The May-to-October period each year has significantly underperformed the November-to-April period since 1945. 2023 could be an outlier.

2 Super Stocks to Buy Hand Over Fist in June

Advanced Micro Devices

The tech-heavy Nasdaq Composite Index wrapped up a historic month, outperforming the Dow Jones by the widest margin since October 2001.

5 Stocks That Powered a Historic May for Nasdaq ETF

Cloudflare

Spear Alpha ETF

The Spear Alpha ETF (SPRX) topped the list of the best-performing U.S. equity ETFs in May, gaining 28.3%. The rally was driven by the hype surrounding artificial intelligence (AI) and investors' flight to mega-cap tech stocks.

5 Best-Performing Stocks of the Top ETF of May

Tenable Holdings Inc

The Nasdaq-100 technology index has jumped to start 2023, but it's not yet back to where it was to start 2022. The start of a new bull market might be just around the corner, if history is any guide.

A Bull Market Is Coming -- 2 Growth Stocks to Buy Before It Gets Here

DigitalOcean Holdings

All the talk seems to be about AI stocks and not the best cloud computing stocks. Despite the trendiness of the former group, the latter remains quite attractive.

3 Cloud Computing Stocks to Buy for Sky-High Returns

Airbnb

Form 13Fs provide a quarterly snapshot of what Wall Street's smartest money managers have been buying and selling. Two industry-leading companies with sustainable growth runways were popular buys among billionaire fund managers during the first quarter.

2 Magnificent Growth Stocks Billionaires Can't Stop Buying and 1 They're Avoiding

SEATTLE , May 23, 2023 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, announced new capabilities and integrations for Microsoft Azure at Microsoft Build today. The announcements include support for Azure OpenAI Service, Azure Arc, Cloudcraft for Azure and Cloud Cost Management for Azure.

Datadog's New Capabilities Help Azure Organizations Manage Costs, Migrate to the Cloud and Monitor AI Models

Datadog, Inc. (NASDAQ:DDOG ) JP Morgan 51st Annual Global Technology, Media and Communications Conference Call May 22, 2023 12:30 PM ET Company Participants Olivier Pomel - CEO and Co-Founder Conference Call Participants Mark Murphy - J.P. Morgan Mark Murphy Okay.

News for Datadog Stock (DDOG)