Matthew Martino's questions to Datadog Inc (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.