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.

Datadog recently reported a very strong start to the year, with revenue growth of 83% YOY and non-GAAP operating margin of 23%. 2022 guidance was nicely raised above expectations, and with the company's history of beating and raising, more upside could be yet to come.

Datadog: Long-Term Confidence Despite Recent Weakness

Elastic N.V

JFrog

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PagerDuty

Splunk

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DDOG stock has almost certainly made its ultimate bottom. Datadog has a tremendously attractive growth trajectory long term.

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Microsoft

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Datadog is a leader in Application Performance Monitoring and Observability. The company has seen revenues grow at a >70% CAGR from 2018 through to 2021, whilst boasting strong customer retention and expansion rates.

Datadog: Forget The Puns, This Is A Seriously Strong Business

Datadog has seen its share price tumble in 2022, together with the rest of tech. Investors have thrown the baby out with the bathwater. Datadog's growth rates are still very impressive as the company guides for 57% y/y revenue growth in 2022.

Datadog Stock: Why I'm Now Bullish

Datadog, Inc. (NASDAQ: DDOG) shares are trading higher Tuesday amid a drop in yields. Treasury yields are falling amid economic growth concerns.

Why Shares Of Datadog Are Trading Higher

CrowdStrike

MongoDB

For high-growth, profit-less growth stocks, bad news on the economy could be good news for their shares.

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Okta

Start with an industry-leading position, add a healthy dose of total addressable market and a dash of secular tailwinds, and you might just have the recipe for a life-changing investment.

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Doximity

MercadoLibre

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Roku

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Alcoa

Boeing

BioMarin Pharmaceutical

Qualtrics International

When every rally attempt fails, like the two we have seen this week, market veterans know that it is likely that the path of least resistance for the stock market is lower, at least in the meantime.

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Datadog is one of the most solid software high growers and there is a high chance that its stock will provide outsized returns. IBM's stock will continue to do nothing, as the mature company fails to reignite its growth.

Datadog Stock Will Continue To Dominate, IBM Stock Will Probably Go Nowhere

Autodesk

Advanced Micro Devices

DigitalOcean Holdings

NVIDIA

Roblox

Solid Power

A market sell-off in 2022 is another opportunity to load up on high-quality assets. Here are growth stocks to buy for a richer retirement.

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Snowflake

Twilio

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Is it a good or bad thing when a stock surpasses resistance at the 50-day simple moving average?

Datadog (DDOG) Just Reclaimed the 50-Day Moving Average

A reversal in long-term rates and inflation concerns allowed high-growth stocks to bounce big this week.

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Datadog (DDOG) announces the general availability of Datadog Audit Trail, enabling customers to audit all changes within the Datadog platform.

Datadog (DDOG) Launches Audit Trail Compliance Solution

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

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

Datadog Audit Trail provides detailed audit event access, alerting and reporting capabilities that are critical for compliance and operational workflow management NEW YORK , June 23, 2022 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the general availability of Datadog Audit Trail , a new service that enables customers to audit all changes within the Datadog platform. Together with Datadog Sensitive Data Scanner and role-based access control (RBAC), Datadog Audit Trail helps businesses build a more complete compliance strategy for their observability data by mitigating the risk of significant data breaches, unauthorized user access and unintended configuration changes.

Datadog Launches Audit Trail to Help Businesses Achieve Their Compliance and Governance Objectives

A decline in long-term yields and a big analyst upgrade for a peer saw these software stocks surging higher.

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Adobe

Shopify

These businesses all produce essential products for their industries, making them unlikely to be cut during an economic downturn.

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Appian

Is it an oversold bounce? Or the beginning of a new uptrend?

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Cestrian Capital Research, Inc. is an SEC-registered independent equity research business publishing pro-grade work in a simple, easy-to-understand format. Their multistep (and extremely in-depth) research process, VC investing through publicly traded stocks and the opportunity in EPS-negative, cash flow-positive stocks are topics discussed.

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DocuSign

Enterprise software bounced to end the week as "bad economic news could be good news" for the software sector.

News for Datadog Stock (DDOG)