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Karl Kierstad

Managing Director and Senior Equity Research Analyst at UBS

Karl Keirstead is a Managing Director and Senior Equity Research Analyst at UBS, specializing in U.S. software and technology coverage with a particular focus on software-as-a-service (SaaS) and major tech platforms. He covers a broad roster of leading companies including Microsoft, Adobe, DocuSign, Amdocs, Cognizant, Infosys, Accenture, and DXC Technology, demonstrating a track record of strong performance with a reported 65% success rate and an average return of 15% per rating. Ranked in the top 3% of Wall Street analysts per TipRanks, Keirstead’s career spans coverage and sector leadership roles dating back to at least 2009, with significant client-facing influence and thought leadership on industry trends. He holds FINRA securities licenses and relevant professional certifications, further establishing his credibility as a trusted technology analyst.

Karl Kierstad's questions to Datadog (DDOG) leadership

Question · Q3 2025

Karl Kierstad asked for clarification on the large AI contract extension, specifically if it was a one-year or multi-year deal and its contribution to CRPO. He also inquired about Datadog's opportunity to scale on Oracle's OCI and Stargate, given large AI natives diversifying, and if the near-term opportunity is limited due to training clusters.

Answer

David Obstler, CFO, Datadog, stated that they fix annual-plus commits and do not comment on individual contracts, clarifying that CRPO growth is from general bookings, not materially from that specific contract. Olivier Pomel, Co-Founder and CEO, Datadog, noted OCI integration and increasing demand, but stated that custom-built applications like Stargate present a more remote productization opportunity unless widely adopted, emphasizing that Datadog follows where its customers are.

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Question · Q3 2025

Karl Kierstad asked if the large contract extension was a one-year or multi-year deal and its contribution to CRPO, specifically if a one-year deal's entirety contributes to sequential CRPO performance. He also inquired about Datadog's opportunity to scale on Oracle's OCI and Stargate, given large AI natives diversifying, and if training clusters limit near-term opportunities.

Answer

CFO David Obstler stated that Datadog typically fixes annual-plus commits and that CRPO numbers are driven by general bookings growth, not materially by that specific contract. CEO Olivier Pomel noted an OCI integration and increasing demand but viewed Stargate as custom-built, making productization remote unless more companies adopt it, emphasizing Datadog follows customer needs.

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