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 .
- 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 .
| Name | Position | External Roles | Short Bio | Start Date |
|---|---|---|---|---|
Alexis Lê-Quôc ExecutiveBoard | CTO and Board Member | None | Co-founder of Datadog; previously Director of Live Operations at Wireless Generation; key contributor to Datadog's technology platform. | June 2010 |
Olivier Pomel ExecutiveBoard | CEO and Board Member | None | Co-founder of Datadog; previously VP of Technology at Wireless Generation; instrumental in Datadog's growth as a leading SaaS company. | June 2010 |
Adam Blitzer Executive | COO | None | Joined Datadog in 2021; previously EVP and GM at Salesforce; founder of Pardot, a B2B marketing automation platform. | May 2021 |
Armelle de Madre Executive | Chief People Officer | None | Joined Datadog in 2019; previously held HR leadership roles at Arkadin Cloud Communications and Schneider Electric. | September 2019 |
David Obstler Executive | CFO | Board Member at Braze, Inc. | Joined Datadog in 2018; extensive financial leadership experience; serves on the board of Braze, Inc.. | November 2018 |
Kerry Acocella Executive | General Counsel and Secretary | None | Joined Datadog in 2019; promoted to General Counsel in 2022; oversees legal and compliance matters. | January 2022 |
Sean Walters Executive | Chief Revenue Officer | None | Joined Datadog in 2018 as SVP of Worldwide Sales; promoted to CRO in 2022; extensive sales leadership experience. | January 2022 |
Amit Agarwal Board | Class II Director | None | Former President of Datadog (until Dec 31, 2024); key leader in product and revenue growth; transitioned to board member role. | January 2025 |
Dev Ittycheria Board | Board Member | President and CEO of MongoDB, Inc. | Board member since 2014; CEO of MongoDB since 2014; extensive experience in high-growth businesses and public company boards. | February 2014 |
Julie Richardson Board | Board Member | Board Member at UBS Group AG and Yext Inc. | Board member since 2019; chairs Datadog's audit committee; extensive financial services and investment banking experience. | May 2019 |
Matthew Jacobson Board | Board Member | Partner at ICONIQ Capital; Board Member at GitLab Inc. | Partner at ICONIQ Capital since 2013; serves on boards of GitLab and private tech companies; extensive venture capital experience. | July 2019 |
Michael Callahan Board | Board Member | None | Board member since 2011; co-founder of multiple companies; Rhodes Scholar and Harvard graduate. | June 2011 |
Shardul Shah Board | Board Member | Partner at Index Ventures | Board member since 2012; Partner at Index Ventures; focuses on cloud infrastructure, security, and enterprise software investments. | November 2012 |
Titi Cole Board | Board Member | CEO of Legacy Franchises at Citigroup Inc. | Board member since 2022; CEO of Legacy Franchises at Citigroup; extensive leadership experience in global financial services. | June 2022 |
-
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?
-
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?
-
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?
-
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?
-
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?
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 developments and announcements about DDOG.
Earnings
New Earnings (Q4 2024)
·Feb 13, 2025, 4:34 PMView full earnings summary →DDOG's Q4 yoy revenue growth from AI-native customers rose to 5% from 4% in Q3, spurring record bookings. Demand for Flex Logs and OnCall remains robust. Management invests heavily in sales and R&D, though usage-based revenue could lag near-term bookings.