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 Q1 2021

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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.

Datadog reports stellar Q3 earnings, eyes growth amid competition

Datadog delivered strong Q3 results, exceeding revenue expectations and showcasing robust customer adoption and financial performance.
While facing competition and investment challenges, Datadog's market leadership, product innovation, and growth opportunities position it well for future success.
Strategic focus on customer engagement, product development, and market expansion will be crucial for Datadog to maintain its growth momentum and competitive edge.

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's (DDOG) innovative portfolio and an expanding partner base make it an attractive investment opportunity.

Do Datadog's (DDOG) Solid Portfolio & Partner Base Make It a Buy?

Roku

During the last decade, the S&P 500 typically moved higher in June, July, and August, returning an average of 4.4% through the summer months. Datadog is a leader in observability software, a product category made increasingly necessary by technologies like cloud computing and artificial intelligence.

The S&P 500 Could Soar This Summer: My Picks for the 2 Best Growth Stocks to Buy in June

Bank of America recently upgraded Datadog Inc. (NASDAQ:DDOG) from ‘Neutral' to ‘Buy', citing it as the “next high-quality large-cap stock.” This upgrade has caught the attention of investors.

Will Datadog's stock surge following BofA's upgrade?

Okta

Form 13F filings allow investors under-the-hood access to see what Wall Street's top money managers have been buying and selling. More than a half-dozen billionaire asset managers sent shares of Nvidia to the chopping block in the first quarter.

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Five Nasdaq Composite listed laggards of year to date with strong potential for the rest of 2024 are: DDOG, PANW, ROP, INTU, BSY.

Top 5 Nasdaq Composite Laggards of 2024 Likely to Gather Pace

Datadog, Inc. (NASDAQ:DDOG ) 52nd J.P. Morgan Annual Global Technology, Media & Communications Conference May 20, 2024 12:30 PM ET Company Participants Olivier Pomel - CEO Conference Call Participants Mark Murphy - JPMorgan Chase & Co Mark Murphy Okay.

Datadog, Inc. (DDOG) 52nd J.P. Morgan Annual Global Technology, Media & Communications Conference (Transcript)

Datadog helps companies monitor their increasingly complex cloud infrastructure to fix issues before they impact customers. Datadog moved into the AI space last year to help developers monitor their large language models.

1 Unstoppable Stock Down 39% to Buy Hand Over Fist, According to Wall Street

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Here's a sneak peek into five fundamentally strong technology stocks that one should consider investing in amid this cooling inflation scenario.

Bet on These Top 5 Technology Stocks Amid Cooling Inflation

After losing some value lately, a hammer chart pattern has been formed for Datadog (DDOG), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.

Datadog (DDOG) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now

Datadog reported strong quarterly results, beating estimates and showing accelerated usage growth. Traders were initially unhappy with the company's guidance, causing a decline in the share price.

Datadog: It's Not Cheap, But The Best Are Rarely On Sale

Datadog, Inc. (NASDAQ:DDOG ) January 19, 0000 9:30 AM ET Company Participants David Obstler - Chief Financial Officer Conference Call Participants Mike Cikos - Needham Mike Cikos My name is Mike Cikos. I'm lead analyst, covering Infrastructure Software here at Needham.

Datadog, Inc. (DDOG) Presents at Needham 19th Annual Technology, Media & Consumer Conference Transcript

Datadog stock dropped substantially following its first-quarter earnings report, which is surprising as the company's numbers and outlook exceeded expectations. Datadog has increased its full-year guidance and is sitting on a large addressable market that should allow it to keep growing at a nice pace in the long run.

Is Datadog Stock a Buy Now?

Bristol-Myers

Starbucks

Starbucks is still seeing strong traffic, despite its earnings miss. Datadog's longer-term prospects look better than its short-term hiccup.

Down but Not Out: 3 Stocks to Buy on a Post-Earnings Dip

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Datadog (DDOG) is a Top-Ranked Growth Stock: Should You Buy?

He maintained his sunny outlook on the company despite a sell-off in the wake of the quarterly earnings report. Investors traded out of the stock despite convincing beats on fundamentals, and not-bad guidance.

Is Datadog Stock Going to $150? 1 Wall Street Analyst Thinks So.

Palantir Technologies

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You can't really have best-in-breed generative artificial intelligence (AI) without a significant amount of data. Impressive large language models (LLMs) have been trained on some quite sizable data sets.

3 Data-Driven Stocks to Add to Your Watchlist: RBRK DDOG PLTR

Datadog's (DDOG) first-quarter 2024 top-line results benefit from strength in customer demand for offerings in modern observability, cloud security, software delivery and cloud service management.

Datadog (DDOG) Q1 Earnings Beat Estimates, Revenues Rise Y/Y

Datadog NASDAQ: DDOG shares are down hard following its Q1 release and may be in the doghouse. However, heightened expectations, tepid guidance, and the exit of long-time president Amit Agarwal are also at play, suggesting a knee-jerk reaction to the news and a buy-the-dip opportunity for investors.

Datadog: In the Doghouse or Pullback to the Buyzone?

GlobalFoundries

Fidelity National Information

Tech stocks lost ground in intraday trading Tuesday, with the S&P 500 Information Technology Sector Index 0.5% lower as of 2:30 p.m. ET, while the broader S&P 500 was little changed and the tech-heavy Nasdaq lost 0.2%.

Tech Stocks on the Move Today: GlobalFoundries, Datadog, and More

Earnings and revenue beating analysts' estimates showcase strong growth momentum. Remarkable customer growth and ARR expansion reflect Datadog's solid market position.

Datadog Springs Ahead in Q1 Earnings

Datadog stock is down after beating expectations for its first quarter and raising its full-year outlook. Here's what you need to know.

Datadog Earnings Overshadowed By Leadership Shift: What To Know

Datadog (DDOG) shares plunged in intraday trading Tuesday as the cloud monitoring and security company's guidance appeared to be less than some had anticipated, and its president resigned.

Datadog Stock Sinks Despite Earnings Beat as Guidance Fails to Impress

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.

News for Datadog Stock (DDOG)