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    Matthew Martino

    Vice President and Software Equity Research Analyst at Goldman Sachs

    Matthew Martino is a Vice President and Software Equity Research Analyst at Goldman Sachs, specializing in covering technology companies with a focus on software and software infrastructure. He has rated stocks such as Nutanix (NTNX), initiating a Buy recommendation with a +26.94% price target upside, and has achieved a 100% success rate and an average return of 1.99% on analyst platforms like StockAnalysis. Martino joined Goldman Sachs in 2021 after roles at Bloomberg as an Equity Research Analyst and Associate, and began his career as an Operations Intern at Broadridge. He holds a Bachelor of Finance and Economics from Villanova University and is likely registered with standard securities licenses required for equity research analysts, though specific FINRA registrations are not publicly detailed.

    Matthew Martino's questions to Datadog (DDOG) leadership

    Matthew Martino's questions to Datadog (DDOG) leadership • Q2 2025

    Question

    Matthew Martino of Goldman Sachs asked for a characterization of consumption trends between enterprise and SMB customers and how Q2's outperformance informed the second-half guide.

    Answer

    CFO David Obstler clarified that usage trends across customer segments were broadly consistent with previous quarters. He noted that while enterprise consumption stabilized, SMB and mid-market usage saw gradual improvement, excluding the AI-native cohort. This steady environment informed the updated guidance.

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