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 offers investors exactly what they demand, visibility, predictability, and ample growth opportunities. Datadog scores very high on the rule of 40, against even the brightest stars in SaaS.

Datadog Stock: More Than Just Valuation To Think About

Datadog has outperformed the stock market as shares have almost quadrupled since the IPO in 2019. The company has one of the highest valuations in an already rich tech environment. The valuation gap makes sense given the company‘s strong topline and customer growth metrics, including strong free cash flow generation.

Datadog: Making Sense Of A Sky-High Valuation

Laszlo Kopits, General Counsel at Datadog (NASDAQ:DDOG), made a large insider sell on October 4, according to a new SEC filing. What Happened: A Form 4 filing from the U.S. Securities and Exchange Commission on Monday showed that Kopits sold 8,000 shares of Datadog at prices ranging from $135.34 to $142.57.

General Counsel Of Datadog Makes $1.1M Sale

Palo Alto Networks

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These companies have been growing at rapid rates, and their futures look promising, too.

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This software-as-a-service titan is firing on all cylinders.

Why Datadog Is Still a Buy at Its All-Time High

Olivier Pomel, Chief Executive Officer at Datadog (NASDAQ:DDOG), made a large insider sell on September 27, according to a new SEC filing. What Happened: A Form 4 filing from the U.S. Securities and Exchange Commission on Monday showed that Pomel sold 218,208 shares of Datadog at prices ranging from $0 to $145.74.

Chief Executive Officer Of Datadog Makes $15M Sale

Asana

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Cloudflare

According to the All-in-One Screener and guru portfolio statistics, two of GuruFocus' popular Premium features, Chase Coleman (Trades, Portfolio)'s Tiger Global Management has five technology holdings that have outperformed the Standard & Poor's 500 benchmark by more than 65% over the past six months: Asana Inc. ( ASAN , Financial), Atlassian Corp. PLC ( TEAM , Financial), DigitalOcean Holdings Inc. ( DOCN , Financial), Cloudflare Inc. ( NET , Financial) and Datadog Inc. ( DDOG , Financial).

Top-Performing Tech Stocks of Chase Coleman's Tiger Global Management

MongoDB

Okta

Why Growth Stocks Datadog, MongoDB, and Okta Fell Today

NEW YORK, Sept. 27, 2021 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced that it will host a virtual investor meeting at Dash 2021, its annual user conference.

Datadog Announces Virtual Investor Meeting

Datadog is growing at very fast rates and shows no sign of slowing down any time soon.

Datadog Stock: Looking Ahead, Still More Growth To Come

Upstart Holdings

Cloudflare Inc (NYSE:NET), DataDog, Inc (NASDAQ:DDOG) and Upstart Holdings, Inc (NASDAQ:UPST) reached new all-time highs again on Friday after rallying to new all-time highs on Thursday. When a stock reaches a new all-time high it generates excitement and interest that can translate into increased buying pressure and above average volume.

3 Hot Tech Stocks Hitting All-Time Highs: How Should You Trade Them?

Datadog, Inc. (DDOG) Management presents at Jefferies Virtual Software Conference (Transcript)

Citigroup

Datadog, Inc. (DDOG) CEO Olivier Pomel Presents at Citi 2021 Global Technology Virtual Conference (Transcript)

Coupa Software

Trade Desk

Zscaler

I expect a 5-7% pullback this month, so draw up plans and buy levels in your favorite stocks.

September Swoon Targets: Where to Buy the Dip

SAN FRANCISCO, Sept. 8, 2021 /PRNewswire/ -- Netlify, a platform for frontend teams to build, deploy and scale modern web applications, today announced a new integration with Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications.

Netlify Integrates with Datadog for Management and Analytics of Netlify Logs

Amazon

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CrowdStrike

DraftKings

dMY Technology Group Inc IV

Alphabet

Marvell Technology

Microsoft

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Domo

Which cloud-oriented stock is the better investment right now?

Better Cloud Stock: Domo vs. Datadog

NEW YORK--(BUSINESS WIRE)-- #AppIntelligence--NS1-Datadog integration delivers real-time data and reporting for improved visibility and monitoring of applications at the distributed edge.

NS1 Integration with Datadog Bolsters Visibility at the Distributed Edge

Datadog continues to deliver investors two things they crave: strong growth and ample visibility. Not only is its guidance strong, but billings were up 69% y/y during Q2, hinting at a long runway of strong growth ahead.

Datadog: Some Stocks Don't Trade Cheaply

NEW YORK, Aug. 17, 2021 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the general availability of Database Monitoring (DBM). With insights into query performance and explain plans, as well as automatic correlation of query metrics with application and infrastructure metrics, Database Monitoring provides engineers and database administrators the visibility they need to quickly find and fix application performance issues that arise from slow running database queries.

Datadog Announces Deep Database Monitoring

Datadog's (DDOG) second-quarter 2021 results benefit from new customer additions and increased adoption of its cloud-based monitoring and analytics platform.

Datadog (DDOG) Q2 Earnings Top Estimates, Revenues Rise Y/Y

Datadog shares jumped 15% on Thursday on better-than-expected results, helping push other cloud stocks to all-time highs.

Cloud stocks soar to fresh records as Datadog's results help boost Cloudflare and Asana

Datadog, Inc. (DDOG) CEO Olivier Pomel on Q2 2021 Results - Earnings Call Transcript

The tech stock's revenue and profits are surging, and management is optimistic about the future.

Why Datadog Stock Jumped on Thursday

MercadoLibre

Big gains for these two rising stars helped lift the entire market.

News for Datadog Stock (DDOG)