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.

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Cost of revenue

Gross profit

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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

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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.

New product helps companies like WHOOP and AppFolio monitor hallucinations, adopt LLMs and release generative AI features with confidence NEW YORK , June 26, 2024 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the general availability of LLM Observability, which allows AI application developers and machine learning (ML) engineers to efficiently monitor, improve and secure large language model (LLM) applications. With LLM Observability, companies can accelerate the deployment of generative AI applications to production environments and scale them reliably.

Datadog LLM Observability Is Now Generally Available to Help Businesses Monitor, Improve and Secure Generative AI Applications

On-Call seamlessly combines paging and observability telemetry to mobilize responders with more context NEW YORK , June 26, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced Datadog On-Call, a modern on-call experience with observability-enriched paging and seamless incident management workflows. Datadog On-Call instantly coordinates teams with relevant context for faster issue resolution, better incident control and improved collaboration.

Datadog On-Call Launches to Deliver Observability-Enriched Paging and Unified Incident Management Capabilities

New capability allows DevOps, security and business teams to compose advanced queries that dynamically join, enrich and transform logs with contextual data NEW YORK , June 26, 2024 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced Log Workspaces, a suite of capabilities in a powerful, collaborative space that allows analysts and engineers from all teams in an organization to connect logs and other datasets, and build multi-stage queries that allow for sophisticated analytics to answer complex questions on business, security and application issues. DevOps, security and business teams often need multi-dimensional, cross-domain analysis of logs in order to investigate incidents, improve security posture and extract relevant insights for their reports.

Datadog Announces Log Workspaces, a Workbench for Extracting Insights from Log Data

The product improves developer productivity by saving time needed to reproduce and troubleshoot production issues NEW YORK , June 26, 2024 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the launch of Live Debugger, a new tool that enables developers to step through code in production environments and find the exact root cause of coding errors. Live Debugger requires no downtime and enables developers to work directly in production environments instead of spending countless hours of trial and error to reproduce production issues in development environments.

Datadog Live Debugger Streamlines Troubleshooting and Bug Resolution with Live Production Data

New capabilities include agentless vulnerability scanning, discovery of data security risks in cloud resources and detection of code vulnerabilities during runtime NEW YORK , June 26, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced new additions to its security product portfolio—including Agentless Scanning, Data Security and Code Security—which allow DevOps and security teams to easily secure their code, cloud environments and production applications. As customers continue to adopt cloud-native technologies and practices, complex cloud environments and agile DevOps practices result in expanding risk across organizations' technology stacks.

Datadog Launches Cloud and Application Security Capabilities Covering Development and Production Environments

New capability provides Datadog customers access to Datadog's comprehensive observability platform, while benefiting from OpenTelemetry's standards-based instrumentation NEW YORK, June 26, 2024 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced a unified experience integrating the Datadog Agent and OpenTelemetry Collector. With this announcement, customers can use Datadog's fully supported Agent while accessing the complete capabilities of the OpenTelemetry Collector, onboard quickly using the existing collector configuration and centralize the management of collectors remotely—all while benefiting from Datadog's reliability and global support team.

Datadog Introduces Unified OpenTelemetry Collector and Agent Experience

ASML Hld

ServiceNow

ASML has a monopoly on one of the most important machines in the world. Datadog and ServiceNow provide software that businesses don't want to live without.

3 Unstoppable Tech Stocks to Buy Without Any Hesitation

CrowdStrike

Gilead Sciences

One method of identifying which stocks to buy is to find those with price-to-earnings (P/E) ratios below their industry peers or historical averages. A low P/E suggests the stock possesses underlying worth that is not fully reflected in its current price.

Defying the Norms: 3 High P/E Stocks With Room to Run

DexCom

TransDigm

Searching for the next addition to your portfolio makes it easy to get caught up in the excitement surrounding the latest Wall Street darlings. Yet, not all hyped stocks have promising prospects.

Hype Hazards: 3 Stocks to Steer Clear of on Your Wealth-Building Journey

NVIDIA

Growth in data center spending is a long-term tailwind for Nvidia. Datadog is well positioned in the growing cloud computing industry.

2 Growth Stocks That Could Outperform the Nasdaq Over the Next Five Years

The latest trading day saw Datadog (DDOG) settling at $116.08, representing a -0.36% change from its previous close.

Datadog (DDOG) Suffers a Larger Drop Than the General Market: Key Insights

Data Jobs Monitoring detects and helps resolve job failures and latency spikes across data pipelines NEW YORK , June 20, 2024 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the general availability of Data Jobs Monitoring, a new product that helps data platform teams and data engineers detect problematic Spark and Databricks jobs anywhere in their data pipelines, remediate failed and long-running-jobs faster, and optimize overprovisioned compute resources to reduce costs. Data Jobs Monitoring immediately surfaces specific jobs that need optimization and reliability improvements while enabling teams to drill down into job execution traces so that they can correlate their job telemetry to their cloud infrastructure for fast debugging.

Datadog Launches New Product to Observe, Troubleshoot and Optimize Data Processing Jobs

AppFolio

monday.com

Snap

Toast

We have narrowed our search to five Internet software stocks with strong potential for the rest of 2024. These stocks are: DDOG, MNDY, SNAP, APPF, TOST.

Top 5 Internet Software Stocks to Strengthen Your Portfolio

Cadence Design Systems

Microsoft

Synopsys

Last month, my AI-powered stock-picking system, MarketMaster AI, awarded Nvidia (NASDAQ: NVDA ) a C-rated “hold” grade. Analysts were still raising their earnings estimates for the chipmaker, which was enough to offset the bearish pressure of high valuations.

Beyond Nvidia: 5 AI Stocks to Buy this June

Datadog (DDOG) launches Datadog App Builder, a new development tool to create self-service applications. This tool is expected to aid customer growth.

Datadog's (DDOG) New Development Tool to Aid Customer Growth

Customers like PayByPhone and NationBuilder use Datadog App Builder to improve incident response, visualize data and streamline internal processes NEW YORK, June 17, 2024 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the general availability of Datadog App Builder , a low-code development tool that helps teams rapidly create self-service applications and integrate them securely into their monitoring stacks. These customized apps help accelerate issue remediation at scale by enabling both technical and business users to take action on incidents, all within Datadog.

Datadog Launches New App Builder for DevSecOps Teams

Oracle

Oracle impressed investors with its cloud and AI plans. Datadog disappointed the market with its slowing sales growth.

Better Cloud AI Stock: Oracle vs. Datadog

Block

Atlassian

Today, we discuss three underappreciated tech stocks in a year when the technology sector has emerged as the powerhouse of 2024. The Invesco QQQ Trust ETF (NYSEARCA: QQQ ), which tracks the Nasdaq-100, has surged over 16% year-to-date (YTD).

3 Underappreciated Tech Stocks With Massive Long-Term Potential

AI has been a hot topic in earnings calls, but companies like Salesforce, MongoDB, and UiPath have yet to see significant results. Datadog is integrating AI into its cloud platform, with AI products contributing 3.5% to ARR. With its slate of AI-focused products, there is significant room for expansion. Despite strong fundamentals and outlook, Datadog appears fully priced, leading to a Hold rating with potential for future upside based on AI integration and operating leverage.

Datadog: Growth Triad Still Holds Strong, AI Expansion, TAM, And Profitability

GPUs can be more than 200% faster than CPUs when parallel processing NEW YORK , June 13, 2024 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced its new report, the State of Cloud Costs 2024 . The report found organizations that use graphics processing unit (GPU) instances have increased their average spending on those instances by 40% in the last year.

Datadog's State of Cloud Costs 2024 Report Finds Spending on GPU Instances Growing 40% as Organizations Experiment with AI

Jamie Dimon and Bill Gates have opined that artificial intelligence could be as impactful as technologies like microprocessors and the internet. Nvidia is the market leader in artificial intelligence chips, and its full-stack strategy has so far kept the company ahead of its competitors.

The Investment Opportunity of a Lifetime: 2 Brilliant Artificial Intelligence (AI) Stocks to Buy Now

AppLovin Corp

Medpace Holdings

Wingstop

Wall Street's popular adages are not matching this year. April is historically known for being favorable to investors. But this year, April ended on a disappointing note. For May, the popular adage is "Sell and Go Away." However, last month turned out highly successful for U.S. stock markets.

5 Growth Stocks to Buy for Steady Returns in June

Datadog, Inc. (NASDAQ:DDOG ) The Bank of America Global Technology Conference June 4, 2024 1:40 PM ET Company Participants David Obstler - CFO Conference Call Participants Koji Ikeda - Bank of America Koji Ikeda All right. Hey, everybody.

Datadog, Inc. (DDOG) Management presents at The Bank of America Global Technology Conference (Transcript)

Datadog (DDOG) reported earnings 30 days ago. What's next for the stock?

Why Is Datadog (DDOG) Down 5.8% Since Last Earnings Report?

Datadog (DDOG) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

News for Datadog Stock (DDOG)