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.

Amazon

Alibaba

Cloud-enabled quantum computing will alter industries by providing unprecedented processing speeds for difficult problem-solving and enhancing quantum capabilities via cloud platforms. As a result, cloud computing stocks will continue to rise, and astute investors will avoid them at their peril.

3 Cloud Computing Stocks That Could Be Multibaggers in the Making: July Edition

GitLab

Software maker GitLab is exploring a sale and rival Datadog is among possible suitors, according to a report.

Software Maker GitLab Seen Exploring Sale. Datadog Among Suitors?

Datadog Inc (NASDAQ:DDOG) stock traded lower in early deals following a report linking it to a potential acquisition of coding portal GitLab (NASDAQ:GTLB). GitLab is exploring a sale and has attracted interest from potential buyers, according to a Reuters report, citing people familiar with the matter.

Datadog trades lower after report suggests possible GitLab acquisition

In the most recent trading session, Datadog (DDOG) closed at $130.77, indicating a +1.05% shift from the previous trading day.

Datadog (DDOG) Outperforms Broader Market: What You Need to Know

Datadog is an emerging cloud monitoring platform experiencing substantial growth in a hyper growth stage. Management has clear growth strategies in place to capitalize on digital transformation, DevOps expansion, and product innovation. Datadog's valuation analysis suggests an upside potential of 16.71%, supported by strong market positioning and growth prospects.

Datadog: A Growth Story In The Software Industry

Datadog has the potential to expand into adjacent markets and benefit from the AI trend, according to an Evercore ISI analyst

Why Datadog's newest bull says its stock is poised to rally

Datadog stock should see upside despite current investor indifference toward the software sector, says an Evercore ISI analyst who initiated coverage with a buy rating.

Datadog Initiated At Buy Amid Software Sector Doldrums

Bandwidth

Duolingo

Paycom Software

Pinduoduo Inc - ADR

Super Micro Computer

Block

The 2020s have been a rollercoaster so far, and who knows what the next ten years could hold for us. However, if we narrow the lens down to just the stock market, it's been nothing but stellar for the past year and a half.

7 Solid Growth Stocks to Buy and Hold for the Next Decade

Alphabet

Microsoft

ServiceNow

Snowflake

Workday

As the march of digitalization moves skyward, cloud computing has become one of the most relevant investment sectors. Essentially, businesses from across multiple industries are migrating their data streams to online networks.

7 Cloud-Computing Stocks That Can Rain Profits in Your Portfolio

Akamai Technologies

CrowdStrike

With the AI boom, it's no surprise that many sectors will experience heightened growth. One such sector for investors to take advantage of is cybersecurity.

The 3 Most Undervalued Cybersecurity Stocks to Buy in July 2024

Datadog delivered a beat and raise quarter, which did impress me, although the market was expecting a larger raise. The company is seeing a growing platform adoption with an increase in customers using multiple products. Datadog is winning new deals and expanding with existing customers, demonstrating the strength of the land-and-expand model.

Datadog: Patience Is Required

Arista Networks

Walmart

These three stocks have enjoyed momentum as of late, all cruising near 52-week highs.

Ride Bullish Momentum with These 3 Buy Rated Stocks

Datadog (DDOG) closed at $132.40 in the latest trading session, marking a -1.61% move from the prior day.

Datadog (DDOG) Stock Drops Despite Market Gains: Important Facts to Note

Advanced Micro Devices

When it comes to stocks, valuation matters. The price-to-earnings (P/E) ratio measures a company's share price relative to its earnings per share (EPS).

3 Overvalued Tech Stocks Heading for a Fall

PagerDuty

Datadog's hypergrowth days might be ending. But PagerDuty faces a much tougher slowdown.

Better Cloud Stock: Datadog vs. PagerDuty

AppLovin Corp

monday.com

Williams-Sonoma

Zscaler

We have narrowed our search to five growth stocks that have solid upside left for 2024. These stocks are: DDOG, APP, MNDY, ZS, WSM.

Major Indexes at Record Highs: Top 5 Growth Stocks Picks

Adobe

Salesforce

Cloudflare

Palantir Technologies

Shopify

Atlassian

Veeva Systems

Zoom Video

SaaS companies have strong growth potential in an ever-expanding TAM. The SaaS business model is unique and has a host of key operating and financial metrics to analyze. Certain metrics, such as Rule of 40, are key in determining a company's success rate.

Screening For The Best SaaS Companies

NEW YORK , July 3, 2024 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced that David Galloreese joined as Chief People Officer. Galloreese has more than 20 years of human resources experience from roles at brands like Figma, Wells Fargo, Walmart, Medallia and Caesars Entertainment.

Datadog Welcomes David Galloreese as New Chief People Officer

After a period of underperformance, software stocks such as Datadog, AppLovin and monday.com are on the rise again.

3 Top Ranked Software Stocks to Buy Now: DDOG, APP, MNDY

Virtus Investment Partners‘ Joe Terranova is eyeing a couple of big data companies as the artificial intelligence (AI) story begins to tilt toward software.

Momentum Investor Praises Palantir As 'AI Halo' Play, Highlights Datadog As Software 'Bottoming Process' Sets In

The latest trading day saw Datadog (DDOG) settling at $129.69, representing a +0.97% change from its previous close.

Datadog (DDOG) Advances While Market Declines: Some Information for Investors

Bentley Systems

Check Point Software Technologies

Okta

We have narrowed our search to five Nasdaq Composite listed laggards of year to date. These are: BSY, CHKP, DDOG, ZS, OKTA.

Buy 5 Nasdaq Composite Laggards of 1H Set to Rebound in 2H

Netflix

The S&P 500 continues to climb to new highs, and it could have the wind at its back for several years to come. Investors could do well to focus on companies that consistently execute, with plenty of long-term potential for growth.

S&P 500 Bull Market: 2 Growth Stocks to Buy in July and Hold for the Long Run

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 feature provides increased control and automation for Kubernetes environments NEW YORK , June 26, 2024 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced Datadog Kubernetes Autoscaling, a set of capabilities that intelligently automates resource optimization and can automatically scale customers' Kubernetes environments based on real-time and historical utilization metrics. With this announcement, Datadog is the first observability vendor to enable customers to make changes to their Kubernetes environments directly from the platform.

News for Datadog Stock (DDOG)