Sign in

    Datadog Inc (DDOG)

    You might also like

    Datadog, Inc. (DDOG) is a company that provides an observability and security platform for cloud applications. Their Software-as-a-Service (SaaS) platform integrates and automates capabilities such as infrastructure monitoring, application performance monitoring, log management, user experience monitoring, and cloud security. Datadog generates revenue primarily through the sale of subscriptions to its cloud-based platform, which are typically monthly or annual, allowing customers to purchase additional products and expand their usage over time .

    1. Infrastructure Monitoring - Offers real-time monitoring of cloud infrastructure, enabling users to track and manage their IT resources effectively .
    2. Application Performance Monitoring (APM) - Provides tools to monitor and optimize the performance of applications, helping to identify and resolve performance issues quickly .
    3. Log Management - Facilitates the collection, search, and analysis of log data from various sources to enhance operational efficiency and security .
    4. User Experience Monitoring - Tracks and analyzes user interactions with applications to improve user satisfaction and application performance .
    5. Cloud Security - Delivers security solutions to protect cloud applications and infrastructure from threats and vulnerabilities .
    NamePositionStart DateShort Bio
    Olivier PomelCEO, Co-Founder, DirectorJune 2010Olivier Pomel is the Co-founder and Chief Executive Officer of Datadog, Inc. He has served as CEO and a member of the board of directors since June 2010. He previously worked at Wireless Generation and IBM Research.
    Alexis Lê-QuôcCTO, Co-Founder, DirectorJune 2010Alexis Lê-Quôc is a Co-Founder of Datadog and has served as the company's Chief Technology Officer and a member of its Board of Directors since June 2010. He previously worked at Wireless Generation, IBM Research, and France Télécom S.A..
    Amit AgarwalPresidentAugust 2022Amit Agarwal has served as President of Datadog since August 2022. He was previously the Chief Product Officer from April 2012. He has held positions at Quest Software and IBM. He will join the Board of Directors on January 1, 2025.
    David ObstlerChief Financial OfficerNovember 2018David Obstler has served as the Chief Financial Officer of Datadog, Inc. since November 2018. He previously held CFO positions at several companies and worked in investment banking at J.P. Morgan, Lehman Brothers, and Goldman Sachs.
    Kerry AcocellaGeneral Counsel and SecretaryJanuary 2022Kerry Acocella has served as the General Counsel and Secretary of Datadog, Inc. since January 2022. She was previously the Chief Corporate Counsel and held roles at Lindblad Expeditions and Fifth Street Asset Management.
    Adam BlitzerChief Operating OfficerMay 2021Adam Blitzer has served as the Chief Operating Officer of Datadog since May 2021. He previously held senior management positions at Salesforce and founded Pardot, a B2B marketing automation platform.
    Armelle de MadreChief People OfficerSeptember 2019Armelle de Madre has served as the Chief People Officer at Datadog since September 2019. She previously held roles at Arkadin Cloud Communications and Schneider Electric France SAS.
    Sean WaltersChief Revenue OfficerJanuary 2022Sean Walters has served as the Chief Revenue Officer of Datadog since January 2022. He joined the company in 2018 as Senior Vice President of Worldwide Sales and held various sales leadership roles at other companies.
    1. Given that AI native customers accounted for 6% of your ARR and contributed 4 percentage points to your year-over-year growth, how are you planning to manage the potential revenue volatility from these customers as they optimize their usage and seek better terms?

    2. Your remaining performance obligations (RPO) growth has decelerated, and billings growth is affected by timing differences; can you provide more clarity on how these trends impact your long-term revenue visibility and what steps you're taking to address investor concerns about the trajectory?

    3. With the introduction of your OnCall product potentially competing with established players like PagerDuty, how do you plan to differentiate your offering, and what is your strategy to gain market share in the incident response and automation space?

    4. As you expand into security and service management with products like cloud SIEM and OnCall, how are you balancing investment in these newer areas with the need to maintain strong growth and margins in your core observability business?

    5. While enterprise customers are showing stronger usage growth, some customers remain cost-conscious and are seeking efficiencies; how are these dynamics affecting your net revenue retention rates, and what strategies are you employing to drive expansion within your existing customer base?