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Eric Keith

Vice President and Equity Research Analyst at KeyBank

Eric Keith is a Vice President and Equity Research Analyst at KeyBank Capital Markets, specializing in the coverage of technology and business services companies. He covers specific companies such as CSG Systems International, Episource, and has published research on firms like Concentrix and Sykes Enterprises, providing investment recommendations and detailed sector analysis. Keith began his finance career after earning his MBA from Case Western Reserve University and joined KeyBank in 2015, having previously worked at firms including PNC and as a senior associate at Deloitte. He holds FINRA Series 7, 63, 86, and 87 licenses, reflecting his professional credentials and regulatory compliance.

Eric Keith's questions to Datadog (DDOG) leadership

Question · Q3 2025

Eric Keith inquired about the agentic opportunity with Bits AI, its potential as a differentiator against competitors and a revenue contributor for 2026, and the early customer interest and feedback.

Answer

Olivier Pomel, Co-Founder and CEO, Datadog, highlighted the 'super exciting' feedback and high quality of Bits AI, noting its monetizable potential. He emphasized its differentiating capabilities and superior performance compared to market alternatives, with a roadmap focused on deeper resolution and broader data support.

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Question · Q3 2025

Eric Keith asked about the agentic opportunity with BITS AI, which is currently in preview, and how meaningful it can be for 2026 as both a differentiator against competitors and a revenue contributor.

Answer

CEO Olivier Pomel highlighted very positive customer feedback and strong differentiation for BITS AI, noting its potential for monetization either directly or through its benefits to the broader platform. He emphasized doubling down on BITS AI SRE for deeper resolution and broader data type support.

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