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Datadog, Inc. (DDOG) is a software-as-a-service (SaaS) company that provides monitoring and analytics platforms for IT infrastructure, applications, and services. The company operates on a subscription-based model, offering monthly, annual, and multi-year agreements to its customers. Datadog focuses on ensuring customer satisfaction and expanding its customer base, particularly among larger enterprises, by delivering competitive and adaptable products.
- Subscription-Based Monitoring Platform - Offers IT infrastructure and application monitoring services through recurring subscription agreements, enabling businesses to track performance and resolve issues efficiently.
- Analytics Products - Provides tools for analyzing data across various systems, helping customers gain insights and optimize operations.
- Customer Expansion Services - Focuses on selling additional subscriptions and products to existing customers, enhancing their usage and satisfaction with the platform.
- Sales and Marketing Solutions - Develops strategies to attract new customers and expand market adoption of Datadog's products.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Alexis Lê-Quôc ExecutiveBoard | Chief Technology Officer (CTO) | Alexis Lê-Quôc is a co-founder and the Chief Technology Officer (CTO) of Datadog, serving on its Board of Directors since June 2010. He is recognized for his key contributions to technological innovation and holds a Class II director position with his term set to expire at the upcoming annual meeting. | View Report → | |
Olivier Pomel ExecutiveBoard | Chief Executive Officer | Olivier Pomel is the Chief Executive Officer and a board member of Datadog, Inc. since June 2010. He co-founded the company and has played a pivotal role in its growth, previously serving in leadership and engineering roles at Wireless Generation, Inc. and IBM Research. | View Report → | |
Adam Blitzer Executive | Chief Operating Officer | Adam Blitzer serves as the Chief Operating Officer at Datadog since May 2021. He previously held senior management positions at Salesforce and founded Pardot. | View Report → | |
Armelle de Madre Executive | Chief People Officer | Armelle de Madre has served as Chief People Officer at Datadog since September 2019, overseeing HR functions. Previously, she held executive roles in HR and marketing at companies including Arkadin Cloud Communications, Schneider Electric France SAS, and Renault-Nissan Alliance. | ||
David Obstler Executive | Chief Financial Officer (CFO) | Board of Directors Member at Braze, Inc. | David Obstler has served as the Chief Financial Officer (CFO) of Datadog, Inc. since November 2018. He has extensive experience in financial leadership, having held CFO roles at companies such as TravelClick, OpenLink, MSCI, and Risk Metrics Group. | |
Emilio Escobar Executive | Chief Information Security Officer | Emilio Escobar is the Chief Information Security Officer at Datadog since September 2020. He brings over two decades of experience in cybersecurity, having previously led security initiatives at companies like Hulu and PlayStation. | ||
Kerry Acocella Executive | General Counsel and Secretary | Kerry Acocella is the General Counsel and Secretary of Datadog, Inc. since January 2022, having previously served as the Chief Corporate Counsel from January 2019 to December 2021. | ||
Sean Walters Executive | Chief Revenue Officer | Sean Walters is the Chief Revenue Officer at Datadog since January 2022. He previously served as Senior Vice President of Worldwide Sales starting in 2018. | ||
Amit Agarwal Board | Class II Director | Amit Agarwal is currently serving as a Class II Director at Datadog since January 2025. He previously served as President from August 2022 until December 2024 and as Chief Product Officer starting in April 2012. | ||
Dev Ittycheria Board | Lead Independent Director | President and Chief Executive Officer at MongoDB, Inc.; Member of the Board of Directors at MongoDB, Inc. | Dev Ittycheria has served as a board member and lead independent director at Datadog since February 2014. He is recognized for his extensive leadership in technology, notably as President and Chief Executive Officer at MongoDB since September 2014. | |
Julie Richardson Board | Member of the Board of Directors | UBS Group AG Board Member (since May 2017); Yext Inc. Board Member (since May 2015) | Julie Richardson has served on Datadog's board since May 2019 and chairs the audit committee while also serving on the compensation committee. | |
Matthew Jacobson Board | Member of the Board of Directors | Partner at ICONIQ Capital; Board Member at GitLab Inc. | Matthew Jacobson has served on Datadog's board of directors since July 2019 after serving as board observer from December 2015 through July 2019. He is an active member of the Audit Committee and the Nominating and Corporate Governance Committee, serving as Chairperson of the latter. | |
Michael Callahan Board | Director | Michael Callahan has been a board member of Datadog since June 2011. He previously served as CEO of Awake Security from August 2014 to July 2018. | ||
Shardul Shah Board | Member of the Board of Directors | Partner at Index Ventures | Shardul Shah has served as a member of Datadog's board of directors since November 2012. He is also a partner at Index Ventures since 2008, focusing on cloud infrastructure, security, and enterprise software. | |
Titi Cole Board | Member of the board of directors | Titi Cole has served as a member of the board of directors at DDOG since June 2022. She has extensive experience from previous senior roles at Citigroup and Wells Fargo. |
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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?
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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?
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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?
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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?
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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?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Competes in the on-premise infrastructure monitoring category, alongside diversified technology companies and systems management vendors. | |
Competes in the on-premise infrastructure monitoring category and also provides native solutions for cloud monitoring through Microsoft Azure. | |
Competes in the on-premise infrastructure monitoring category as a systems management vendor. | |
Competes in application performance monitoring (APM) and log management categories. | |
New Relic, Inc. | Competes in the application performance monitoring (APM) category. |
Competes in the application performance monitoring (APM) category. | |
Competes in the log management category. | |
Amazon Web Services (AWS) | Provides native solutions for cloud monitoring. |
Provides native solutions for cloud monitoring. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Unnamed Company | 2023 | Completed in April 2023, this acquisition was accounted for as a business combination under ASC 805 with a goodwill increase of $2.029 million and a foreign currency translation adjustment of $(1.609) million, resulting in a net goodwill balance of $348.697 million and deemed immaterial. |
Unnamed Company acquisitions | 2022 | Completed in June 2022, these acquisitions involved a purchase price allocation with $5.6 million in intangible assets and goodwill of approximately $44 million (non-tax deductible), and included an equity issuance of 191,809 shares of Class A common stock; the impact on overall operations was deemed immaterial. |
Recent press releases and 8-K filings for DDOG.
- Revenue increased by 25% YoY to $762 million, with a 3% sequential uptick, supported by operating cash flow of $272 million and free cash flow of $244 million at a 32% margin.
- Customer expansion and product innovation: Customers with ARR over $100k grew to 3,770 from 3,340, while Flex Logs surpassed $50 million ARR and Database Monitoring neared the same milestone.
- Strategic initiatives and guidance: Q2 revenue is expected between $787-791 million, accompanied by an upward revision in full fiscal year guidance and targeted acquisitions of Eppo and Metaplane to broaden product capabilities.
- $2.7 billion in revenue with 26% growth and 25% operating margins, supported by a customer base of 30,000.
- Q1 guidance projects roughly 21% growth, reflecting a disciplined approach to balancing growth drivers and risk management .
- Significant R&D investment (about 30% of top-line) is fueling expansion in products like Flex Logs and LLM observability, alongside strategic moves such as the Quickwit acquisition to enhance offerings for regulated industries .
- Revenue reached $738 million in Q4 2024, marking a 25% YoY increase and 7% QoQ growth, driven by robust usage trends and expansion across enterprise and SMB segments.
- The quarter recorded over $1 billion in bookings, underlining strong customer acquisition and ARR growth, with notable contributions from key product pillars such as infrastructure monitoring and log management.
- Continued investments in sales, marketing, and R&D have fueled new product launches (e.g., OnCall, AI integrations), positioning the company for further expansion in cloud and observability services.
- Fourth quarter revenue increased 25% YoY to $738 million with non-GAAP operating income of $179 million (24% margin).
- Fiscal Year 2024 revenue reached $2.68 billion, reflecting 26% YoY growth, with $871 million in operating cash flow and $775 million in free cash flow.
- The company noted strong customer growth with 462 customers exceeding $1M ARR and highlighted product launches such as Kubernetes Active Remediation.
- Datadog issued $1 billion in 0% Convertible Senior Notes due 2029 to support its strategic initiatives.