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.

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Cost of revenue

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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

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Current liabilities

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Stockholders equity

Minority interest

Total liabilities & equity

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Book value per share

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Funds from operations

Change in working capital

Cash from investing

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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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.

Datadog, Inc. (NASDAQ:DDOG ) RBC Capital Markets Global TIMT Conference November 19, 2024 10:00 AM ET Company Participants David Obstler - CFO Conference Call Participants Matthew Hedberg - RBC Capital Markets Matthew Hedberg My name is Matt Hedberg. Thank you.

Datadog, Inc. (DDOG) RBC Capital Markets Global TIMT Conference (Transcript)

Watching is important to George Orwell's Big Brother, to parents, to supervisors, etc. and watchers often become fixers when they see trouble.

Kinder And Better Than Orwell's Big Brother -- Datadog Is Watching

A growing amount of Datadog's revenue is coming from artificial intelligence.

1 Unstoppable Stock Down 37% to Buy Hand Over Fist, According to Wall Street

Fortinet

Cybersecurity is a big business and is getting bigger every day. Attacks are growing at an alarming double-digit pace and will accelerate in 2024.

2 Cybersecurity Stocks to Buy and Hold for 2025

DDOG wows with 26% revenue rise, AI traction and robust platform adoption. With strong enterprise wins and solid financials, the stock looks ripe for investment.

Datadog Soars on AI & Cloud Wins in Q3: Time to Buy the Stock?

Datadog (DDOG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Datadog (DDOG) Upgraded to Buy: Here's What You Should Know

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 It Worth Investing in Datadog (DDOG) Based on Wall Street's Bullish Views?

NEW YORK , Nov. 12, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ:DDOG), the monitoring and security platform for cloud applications, today announced that management will present at the following investor conferences. The RBC Global TIMT Conference.

Datadog to Present at Upcoming Investor Conferences

Datadog (DDOG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Datadog, Inc. (DDOG) is Attracting Investor Attention: Here is What You Should Know

Kubernetes Active Remediation empowers users to detect issues, gain contextualized insights and make changes to repair Kubernetes environments—all within one integrated workflow NEW YORK , Nov. 12, 2024 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the launch of Kubernetes Active Remediation, which builds on Datadog's automated troubleshooting capabilities to provide curated remediation guidance, best practices and end-to-end issue management for Kubernetes organizations. Traditional monitoring tools track health and performance based on metrics, but teams need deeper insights and guidance to navigate the complexities of Kubernetes environments.

Datadog Introduces Kubernetes Active Remediation to Provide Curated Guidance and End-to-End Management of Kubernetes Environments

Snowflake

Investors need to dig in beyond the hype words.

Better AI Stock: Datadog vs. Snowflake

Dynatrace Inc

Amid the rise of cloud computing and AI, companies across many industries are generating significantly more data than they may have previously. The data observability business has grown rapidly to accommodate this.

Observability Wars: Datadog and Dynatrace Vie for Data Dominance

Microsoft

Wall Street analysts are overwhelmingly bullish on Microsoft and Datadog.

Generative AI Software Sales Could Soar 2,790%: 2 AI Stocks to Buy Now That Come Highly Rated by Wall Street

DDOG's Q3 results reflect challenges, including slowed customer expansion.

Datadog Stock Gains on Q3 Earnings Beat & Y/Y Revenue Growth

Datadog's growth remains stable despite challenging macro conditions, largely due to incremental demand from AI native customers. Datadog's customer acquisition continues to moderate rate though, and the company's net retention rate remains depressed. A range of alternative data also suggests that the demand environment has begun to soften. As a result, investors need to be prepared for a material growth slowdown in Q4.

Datadog: Best-In-Class Efficiency And AI Tailwinds

Datadog, Inc. (NASDAQ:DDOG ) Q3 2024 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Yuka Broderick - VP, IR Olivier Pomel - CEO and Co-Founder David Obstler - CFO Conference Call Participants Mark Murphy - J.P. Morgan Sanjit Singh - Morgan Stanley Raimo Lenschow - Barclays Kash Rangan - Goldman Sachs Brent Thill - Jefferies Karl Keirstead - UBS Kirk Materne - Evercore ISI Mike Cikos - Needham Gray Powell - BTIG Ittai Kidron - Oppenheimer Operator Good day and thank you for standing by.

Datadog (DDOG) Q3 2024 Earnings Call Transcript

Datadog exceeded expectations in its latest earnings release, signaling robust growth amid industry challenges.

Datadog Reports Strong Cash Flow Gains

Cloud monitoring firm Datadog raised its annual revenue and profit forecasts on Thursday, betting on accelerating demand for its AI-backed cybersecurity products.

Datadog raises annual forecast betting on AI-driven cybersecurity demand

Datadog (DDOG) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.45 per share a year ago.

Datadog (DDOG) Beats Q3 Earnings and Revenue Estimates

Datadog fell after the software maker reported Q3 earnings that topped estimates while revenue guidance met expectations. The post Datadog Earnings Beat, Billings Miss With Revenue Guidance In-Line appeared first on Investor's Business Daily.

Datadog Earnings Beat, Billings Miss With Revenue Guidance In-Line

Datadog's quarterly revenue jumped 26% to $690 million, comfortably beating estimates.

Datadog Earnings Beat Expectations. Why the Stock Is Falling Anyway.

Third quarter revenue grew 26% year-over-year to $690 million Robust growth of larger customers, with about 3,490 $100k+ ARR customers, up from about 3,130 a year ago Announced general availability of Datadog Monitoring for Oracle Cloud Infrastructure NEW YORK , Nov. 7, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ:DDOG), the monitoring and security platform for cloud applications, today announced financial results for its third quarter ended September 30, 2024. "Datadog executed well in the third quarter, with 26% year-over-year revenue growth.

Datadog Announces Third Quarter 2024 Financial Results

Oracle

Palantir Technologies (PLTR) stock just surged to a fresh record high on the heels of an upbeat third-quarter earnings report.

3 Software Names to Monitor as Palantir Stock Pops

DDOG's premium valuation multiples and stiff competitive pressures suggest investors might wait for a better entry point ahead of Q3 earnings results.

Should Investors Buy, Sell or Hold Datadog Stock Before Q3 Earnings?

Datadog (DDOG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

News for Datadog Stock (DDOG)