Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

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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

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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

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EBITDA

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Earnings per share

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Inventory

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Net PPE

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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 ) Q1 2024 Earnings Conference Call May 7, 2024 8:00 AM ET Company Participants Yuka Broderick - Vice President, Investor Relations Olivier Pomel - Co-Founder & Chief Executive Officer David Obstler - Chief Financial Officer Conference Call Participants Sanjit Singh - Morgan Stanley Mark Murphy - JPMorgan Kash Rangan - GS Raimo Lenschow - Barclays Matt Hedberg - RBC Fatima Boolani - Citi Brent Thill - Jefferies Jake Roberge - William Blair Karl Keirstead - UBS Brad Reback - Stifel Koji Ikeda - Bank of America Securities Peter Weed - Bernstein Eric Heath - KeyBanc Andrew Nowinski - Wells Fargo Mike Cikos - Needham Operator Good day, and thank you for standing by. Welcome to the First Quarter 2024 Datadog Earnings Conference Call.

Datadog, Inc. (DDOG) Q1 2024 Earnings Call Transcript

Growth is slowing, but profits and cash flows are getting stronger.

Datadog Stock Down 11%: Why It's Time to Buy the Dip

Datadog Inc (NASDAQ:DDOG) shares fell 11% after the cloud software monitoring and security platform reported first-quarter earnings, even thought revenue and income was better than guidance, and the full-year outlook was hiked. The company said Amit Agarwal, former Dell and IBM veteran, is stepping down as president at the end of the year but is expected to join the board of directors.

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Datadog President Amit Agarwal will step down by the end of 2024 and join the company's board of directors, the cybersecurity firm said on Tuesday, sending its shares down nearly 9% in early trading.

Datadog President Amit Agarwal to step down, shares drop

Datadog (DDOG) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.28 per share a year ago.

Datadog (DDOG) Q1 Earnings and Revenues Beat Estimates

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Datadog earnings and revenue topped Q1 estimates while the software maker's guidance edged by views. But shares tumbled Tuesday.

Datadog Earnings Beat. Revenue Outlook Underwhelms.

Datadog Inc. beat expectations for its latest quarter, but shares of the cloud-monitoring company were still under some pressure in premarket action Monday.

Datadog's earnings beat estimates, but the stock still skids

First quarter revenue grew 27% year-over-year to $611 million Strong growth of larger customers, with about 3,340 $100k+ ARR customers, up from about 2,910 a year ago Announced general availability of Bits AI for Incident Management, Event Management, Error Tracking for Logs, and Mobile App Testing NEW YORK , May 7, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ:DDOG), the monitoring and security platform for cloud applications, today announced financial results for its first quarter ended March 31, 2024. "Datadog executed solidly in the first quarter, with 27% year-over-year revenue growth and continued product innovation across our platform," said Olivier Pomel, co-founder and CEO of Datadog.

Datadog Announces First Quarter 2024 Financial Results

New capabilities help teams reduce alert fatigue and discover and remediate issues using AI-powered event correlation NEW YORK , May 6, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the general availability of IT Event Management to its suite of AIOps capabilities. With Event Management, Datadog intelligently consolidates, correlates and enriches all alert events and important signals from Datadog and existing third-party observability tools into one consistent view.

Datadog Launches IT Event Management to Enhance AIOps Capabilities

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Datadog (DDOG) closed the most recent trading day at $129.07, moving -1.81% from the previous trading session.

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

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Datadog is a recognized leader in several observability software verticals, including artificial intelligence for IT operations. Uber is the largest ridesharing services company and the second-largest food delivery services company in the United States.

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In the most recent trading session, Datadog (DDOG) closed at $119.91, indicating a -0.15% shift from the previous trading day.

Datadog (DDOG) Stock Sinks As Market Gains: Here's Why

The report also found that adoption of DevOps practices leads to improved security outcomes NEW YORK , April 17, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced its new report, the State of DevSecOps 2024 . The report found that a surprising amount of organizations aren't embracing automation when it comes to securing cloud deployments.

Datadog's State of DevSecOps 2024 Report Finds Organizations Aren't Fully Embracing Automation for Securing Cloud Deployments

NEW YORK , April 16, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ:DDOG), the monitoring and security platform for cloud applications, today announced that it will report its first quarter fiscal year 2024 financial results before the U.S. financial markets open on Tuesday, May 7, 2024. In conjunction with this announcement, Datadog will host a conference call on Tuesday, May 7, 2024 at 8:00 a.m.

Datadog Announces Date of First Quarter Fiscal Year 2024 Earnings Call

Datadog's growth is slowing down as the observability market matures. It doesn't seem interested in horizontally expanding its business.

Could Datadog Become the Next Microsoft?

Datadog Inc (NASDAQ: DDOG) made a highly anticipated debut in the IPO market back in 2019, standing out as a leader in cloud infrastructure monitoring services. Its listing on the Nasdaq on September 19, 2019, marked a significant milestone for the company.

Datadog's resurgence: Can the stock rebound to its previous highs?

LAS VEGAS , April 9, 2024 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, announced today at Google Cloud Next that it has received Google Cloud Technology Partner of the Year awards for: AppDev - CloudOps and Marketplace - Infrastructure. This is the second consecutive year Datadog has been recognized for its achievements in the Google Cloud ecosystem, providing joint customers with unified, real-time observability and security of their Google Cloud environments.

Datadog Receives 2024 Google Cloud Technology Partner of the Year Awards for AppDev and Marketplace

Every major U.S. stock market index recorded an all-time high over the last few months, marking the start of a new bull market. Some individual stocks, mainly in the technology sector, are still trading below their best-ever levels.

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The event will feature customers like Snowflake and HashiCorp along with a session from Azeem Azhar, award-winning technology analyst, author and entrepreneur NEW YORK , April 3, 2024 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today opened registration for DASH , its seventh annual conference. The conference will take place June 25-26, 2024 at North Javits Center in New York City.

Datadog Announces Annual DASH Conference Returning to New York City June 25 and 26

The latest trading day saw Datadog (DDOG) settling at $123.15, representing a -0.36% change from its previous close.

Why Datadog (DDOG) Dipped More Than Broader Market Today

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Analysts estimate that the big data sector will expand at a CAGR of 13.5% between 2022 and 2030. By the latter year, the sector's sales will come in at a huge $745 billion.

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The growth-focused Nasdaq Composite is officially in bull market territory. Datadog is well positioned to benefit as AI, cloud migration, and digital transformation drive demand for observability software.

News for Datadog Stock (DDOG)