Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

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Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Datadog

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010, and is headquartered in New York, NY.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Datadog reports robust Q4 earnings, eyes FinOps and government sectors

Datadog's Q4 performance reflects strong revenue growth, customer expansion, and product innovation, positioning the company well in the competitive cloud monitoring market.
While facing challenges like potential churn and pricing pressures, Datadog can leverage opportunities in FinOps, government sector engagements, and sales capacity investments for sustained growth.
Overall, Datadog's financial outlook for 2023 remains positive, assuming ongoing customer optimization efforts and strategic investments in sales and product development.

Datadog exceeds revenue expectations in Q1, eyes growth opportunities

Datadog's Q1 performance showcased strong revenue growth, customer base expansion, and strategic milestones, despite challenges from a service outage.
The company's competitive strengths in delivering value, focus on Azure ecosystem, and customer loyalty position it well for future growth.
Challenges include revenue impact from outages, seasonality affecting customer additions, and the need to differentiate in a competitive market.
Opportunities in digital transformation, AI advancements, and cloud optimization solutions offer avenues for sustained growth and market leadership for Datadog.

Datadog reports strong Q2 earnings, eyes growth through innovation

Datadog delivered strong financial results in Q2 2023, driven by revenue growth, platform adoption, and new logo bookings. The company faces challenges in usage growth, customer evolution times, and market competition, but sees opportunities in new product adoption, AI technologies, and customer engagement.
Despite a slowdown in cloud-native businesses, Datadog's investments in innovation and hiring are yielding positive outcomes. The company's focus on security products and industry trends like unified DevSecOps practices positions it well for future growth and market expansion.
Overall, Datadog's Q2 performance reflects a mix of strengths, challenges, and opportunities, highlighting its resilience and strategic focus on driving growth through innovation, customer expansion, and market alignment.

Datadog surpasses Q3 revenue expectations, eyes AI growth opportunities

Datadog's Q3 2023 earnings call showcased strong financial performance, exceeding revenue expectations and achieving key milestones in ARR. The company's focus on platform adoption and customer expansion drove solid results.
While facing challenges in cloud optimization moderation and pricing pressures, Datadog remains well-positioned to capitalize on opportunities in AI monitoring, customer spending levels, and market expansion.
By emphasizing value delivery, strong partnerships, and innovation, Datadog can navigate challenges and leverage opportunities for sustained growth. The company's ability to adapt to evolving market dynamics bodes well for future success.
Investments in certifications, product development, and customer-centric strategies underscore Datadog's commitment to growth and innovation. Balancing enterprise and smaller customer needs while addressing market trends will be key to future success.

Datadog reports stellar Q4 results, eyes AI integration opportunities

Datadog's Q4 2023 showcased strong financial performance, robust platform adoption, and strategic product packaging adjustments. Challenges include competitive dynamics and varied security product buyers.
Key strengths encompass solid revenue growth, innovative product packaging strategies, and focus on expanding sales force capacity. Opportunities lie in AI integration, consolidation deals, and security product demand.
Navigating challenges while capitalizing on strengths and opportunities positions Datadog for continued growth and market leadership in the evolving landscape of cloud and security solutions.

Datadog reports robust Q1 growth, eyes international expansion and AI

Datadog's Q1 2024 performance reflects strong revenue growth, customer expansion, and product adoption, supported by healthy financial metrics. The company's strategic investments in R&D, sales capacity, and efficiency projects position it for long-term success.
While facing challenges such as billings deceleration and market competition, Datadog's focus on innovation, customer satisfaction, and operational efficiency mitigates risks and drives sustainable growth. Opportunities in international markets, AI-driven products, and security functionalities present avenues for future expansion and revenue growth.
Overall, Datadog's Q1 earnings call highlights a resilient performance, strategic strengths, challenges to address, and promising opportunities for growth. The company's commitment to innovation, customer value, and financial stability underpins its position in the competitive market landscape.

Datadog reports stellar Q3 earnings, eyes growth amid competition

Datadog delivered strong Q3 results, exceeding revenue expectations and showcasing robust customer adoption and financial performance.
While facing competition and investment challenges, Datadog's market leadership, product innovation, and growth opportunities position it well for future success.
Strategic focus on customer engagement, product development, and market expansion will be crucial for Datadog to maintain its growth momentum and competitive edge.

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Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog lowered its full-year guidance. It was a rare slip-up for the company that has usually surprised investors with growth to the upside.

Why Datadog Plunged Over 15% This Week

Palantir Technologies

Datadog Inc (NASDAQ:DDOG) stock is gapping lower despite a strong second-quarter report, after the company's disappointing current-quarter and full-year revenue forecasts.

2 Stocks Swinging Lower After Earnings

Organizations continue to look carefully at opportunities to save money on software given economid conditions, and that's hurting cloud stocks.

Cloud stocks falter as Datadog trims 2023 revenue expectations

Revenue grew 25% year over year and beat guidance. Customers are still careful with their cloud spending, which is pressuring Datadog's growth.

Why Datadog Stock Collapsed Tuesday

Datadog, Inc. (NASDAQ:DDOG ) Q2 2023 Earnings Conference Call August 8, 2023 8:00 AM ET Company Participants Yuka Broderick - VP, IR & Strategic Finance Olivier Pomel - Co-Founder & CEO David Obstler - CFO Conference Call Participants Raimo Lenschow - Barclays Capital Sanjit Singh - Morgan Stanley Mark Murphy - J.P. Morgan Anisha Narayan - Goldman Sachs Jacob Roberge - William Blair Brent Thill - Jefferies Michael Turits - KeyBanc Andrew Nowinski - Wells Fargo Taz Koujalgi - Wedbush Koji Ikeda - Bank of America Securities Patrick Walravens - JMP Securities Gregg Moskowitz - Mizuho Securities Operator Good day, and thank you for standing by.

Datadog, Inc. (DDOG) Q2 2023 Earnings Call Transcript

The company warned that some larger cloud customers are continuing to take a conservative approach to spending.

Datadog Tumbles on Softer Outlook and Drags Down Cloud Stocks

Datadog (DDOG) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.24 per share a year ago.

Datadog (DDOG) Q2 Earnings and Revenues Beat Estimates

Datadog Inc (NASDAQ:DDOG) stock opened Tuesday's trading session down some 20% after softer-than-expected guidance for the remainder of 2023 broke the cloud services firm's streak of impressing Wall Street. Results for Datadog's second quarter actually beat consensus market forecasts comfortably - with adjusted earnings marked at 36 cents per share, up 50% from this time last year and significantly ahead of expectations pitched at 28 cents.

Datadog stock slumps as softer-than-expected guidance leaves Wall Street barking mad

Datadog topped June-quarter earnings and revenue estimates but its third quarter revenue outlook missed. DDOG stock plunged.

Datadog Earnings Beat, But Software Stock Plunges On Weak Revenue Guidance

Shares of Datadog Inc. were tanking 20% in Tuesday's premarket trading after the software company, which provides observability and security solutions for cloud applications, fell short of its revenue forecast for the balance of the year.

Datadog's stock plummets as company whiffs on revenue forecast

Second quarter revenue grew 25% year-over-year to $509 million Strong growth of larger customers, with about 2,990 $100k+ ARR customers, up from about 2,420 a year ago Announced innovations for Generative AI, Observability, Security, Developer Experience, and Cost Management at DASH 2023 Named a Leader in the 2023 Gartner Magic Quadrant for Application Performance Monitoring and Observability NEW YORK , Aug. 8, 2023 /PRNewswire/ -- Datadog, Inc. (NASDAQ:DDOG), the monitoring and security platform for cloud applications, today announced financial results for its second quarter ended June 30, 2023. "We continued to execute well in the second quarter, with 25% year-over-year revenue growth, strong new logo bookings, continued customer growth, and increased multi-product adoption by our customers," said Olivier Pomel, co-founder and CEO of Datadog.

Datadog Announces Second Quarter 2023 Financial Results

Expectations are high for investors in Datadog Inc (NASDAQ:DDOG) ahead of Tuesday's quarterly financials and could be exceeded, according to California-based stockbroker Wedbush. Guidance is pitched at US$480 million to US$502 million, which would equate to 23% growth year-over-year.

Datadog can beat ‘conservative' expectations when it reports earnings on Tuesday

SEOUL, South Korea--(BUSINESS WIRE)-- #2023DASHConference--MEGAZONECLOUD, a leading cloud company, awarded as "Datadog Partner Network APAC Partner of the Year" at the "2023 DASH Conference" in San Francisco.

MEGAZONECLOUD Wins Datadog Partner Network (DPN) APAC Partner of the Year Award

Barrick Gold

Li Auto Inc.

After U.S. markets closed on Thursday, Apple beat consensus estimates for both earnings per share (EPS) and revenue, but revenue dipped by 1.4% year over year, the third consecutive quarter to see an annual dip in sales.

Earnings Previews: Barrick Gold, Datadog, Li Auto, UPS

DataDog's stock surged in after hours trading on Thursday following Amazon's release of stronger than expected Q2 AWS results: $22.1 billion in revenue (+12% yoy). DDOG - a provider of cloud monitoring, security, and data analytics tools - also announced a bevy of new products at its annual DASH conference this week. AI is a strong positive catalyst for DDOG going forward as companies must migrate to the cloud in order to ring-out the most from AI algorithms.

DataDog: Stock Soars After Amazon's Strong AWS Results

Microsoft

Ark Invest says artificial intelligence (AI) software could generate $14 trillion in annual revenue by 2030. Microsoft is the software company best positioned to monetize generative AI, according to Morgan Stanley strategist Keith Weiss.

Artificial Intelligence (AI) Software Revenue Is Zipping Toward $14 Trillion: 2 AI Growth Stocks to Buy Now

Amazon

Snowflake

Software stocks including Datadog Inc. DDOG, +0.25% and Snowflake Inc. SNOW, -2.16% got a lift in Thursday's after-hours action after Amazon.com Inc. AMZN, +0.55% gave upbeat commentary about its AWS cloud-computing business alongside its latest earnings. Amazon posted 12% growth for AWS, with Chief Executive Andy Jassy calling out in the earnings release that this closely watched part of the business “stabilized as customers started shifting from cost optimization to new workload deployment.

Datadog, Snowflake stocks rise after Amazon's upbeat AWS commentary

Collaboration expands Pinecone's rapidly growing ecosystem of partners and developer experience leadership NEW YORK , Aug. 3, 2023 /PRNewswire/ --  Pinecone , the vector database company providing long-term memory for AI, today announced an integration with Datadog , Inc. (NASDAQ: DDOG),  the monitoring and security platform for cloud applications. Responding to exploding demand from enterprise organizations, the announcement means developers now have access to enterprise-grade observability and monitoring capabilities that allow them to build and maintain high-performance GenAI applications more quickly.

Pinecone and Datadog collaborate to deliver enterprise-grade observability and monitoring to vector databases and Generative AI applications

Customers can conduct historical investigations by visualizing and correlating security activity over a long period of time SAN FRANCISCO , Aug. 3, 2023 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced 15 months of data retention for Cloud SIEM , with new detection and exploration capabilities so security teams can conduct historical investigations and uncover threats hidden within their cloud and IT environments. Conducting investigations is time consuming as security teams are constantly importing and archiving older logs to long-term storage.

Datadog Announces Historical Investigations for Cloud SIEM

By eliminating the need to test every code change, the new product helps development teams save time, minimize failures and optimize costs SAN FRANCISCO , Aug. 3, 2023 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the general availability of Intelligent Test Runner . The new product helps save developer time and minimize failures in organizations' CI/CD pipelines.

Datadog Introduces Intelligent Test Runner to Help Developers Reduce the Time to Deploy Application Changes

Cloud Security Management now brings various security insights together into one prioritized, actionable list for security and DevOps teams SAN FRANCISCO , Aug. 3, 2023 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced Security Inbox, a new capability for engineers to prioritize and remediate the most important security issues impacting their production applications. Traditional security products specialize in identifying massive volumes of specific risks such as runtime attacks, vulnerabilities or misconfigurations.

Datadog Announces Security Inbox to Help Engineers Prioritize Issues, Save Time and Improve Security Posture

The AI assistant learns from an organization's observability data and answers questions through a conversational interface SAN FRANCISCO , Aug. 3, 2023 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at DASH announced the launch of Bits, a new generative AI-based assistant that learns from customers' observability data and helps engineers resolve application issues in real time. This capability adds to Datadog's extensive set of AI features available today.

Datadog Announces Bits, an AI Assistant to Help Engineers Quickly Resolve Application Issues

Datadog adds observability for Large Language Models and generative AI application components SAN FRANCISCO , Aug. 3, 2023 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced new capabilities that help customers monitor and troubleshoot issues in their generative AI-based applications. Generative AI-based features such as AI assistants and copilots are quickly becoming an important part of all software product roadmaps.

Datadog's Platform Expands to Support Monitoring and Troubleshooting of Generative AI Applications

Flex Logs decouples storage and compute to enable teams to store and query massive volumes of logs for long periods of time at very low costs  SAN FRANCISCO , Aug. 3, 2023 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced Flex Logs, a new tier for log management. Built on top of Datadog's Husky technology , Flex Logs enables organizations to retain and query high-volume data that has traditionally been cost prohibitive to use for observability.

Datadog Launches Low-Cost, High-Volume Log Management Tier

Taiwan Semiconductor Manufacturing

Zscaler

Investing in the top growth stock picks will always be thrilling in the financial space. A dynamic contrast paints the stock market canvas in 2023 with growth stocks, traditionally a powerhouse of returns, and encountered steep declines from the prior year.

News for Datadog Stock (DDOG)