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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 .
- Infrastructure Monitoring - Offers real-time monitoring of cloud infrastructure, enabling users to track and manage their IT resources effectively .
- Application Performance Monitoring (APM) - Provides tools to monitor and optimize the performance of applications, helping to identify and resolve performance issues quickly .
- Log Management - Facilitates the collection, search, and analysis of log data from various sources to enhance operational efficiency and security .
- User Experience Monitoring - Tracks and analyzes user interactions with applications to improve user satisfaction and application performance .
- Cloud Security - Delivers security solutions to protect cloud applications and infrastructure from threats and vulnerabilities .
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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?