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

Gross Margin

Operating Margin

Profit Margin

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.

Revenue Y/Y

OpEx Y/Y

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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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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

SAN FRANCISCO--(BUSINESS WIRE)--Airbyte announced an integration with Datadog, Inc.

Airbyte Integrates with Datadog to Ensure Reliability of Data Pipelines

Microsoft

ChatGPT became the fastest consumer application to reach 100 million users earlier this year. Microsoft has an exclusive partnership with ChatGPT creator OpenAI, and the perks of that partnership unlock significant growth opportunities.

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Check Point Software Technologies

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Okta

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Zscaler

The problem was valuation, fears of slowing growth and threats of a looming recession. According to the Q2 reporting season, growth is slowing but still robust and above consensus.

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Not all that glitters is gold, but in 2023, certain parts of tech have come close. At the same time, commodity metals themselves have started to build a hot streak based on returns.

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Snowflake

Snowflake and Datadog both face near-term macro headwinds. Both stocks are much cheaper than they were back in late 2021.

Better Growth Stock: Snowflake vs. Datadog

Roku

The S&P 500 returned an average of 184% during the last 10 bull markets. Roku is the leading streaming platform and should benefit as brands spend more on advertising.

History Says a Bull Market Is Coming: 2 Superb Growth Stocks to Buy Now and Hold Through the Rally

The serverless ecosystem continues to evolve with expanded use cases and consumption models like container-based serverless platforms NEW YORK , Aug. 24, 2023 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the results of its annual State of Serverless report. The 2023 report—which analyzes telemetry across Datadog's global customer base—found that the serverless ecosystem continues to grow and evolve, particularly as organizations extend their use of container-based applications hosted in serverless environments.

Datadog Report Finds the Serverless Ecosystem Growing Across All Major Clouds

Nu Holdings

Microsoft's share price has increased nearly 800% during CEO Satya Nadella's ten years in charge. Nu Holdings is changing the face of finance in Latin America.

Stock Market Swoon: 3 Stocks to Buy on the Dip

Amazon

Generative artificial intelligence (AI) could tack $7 trillion onto the global economy in the next decade. Amazon Web Services is already the market leader in cloud AI developer services, but it recently announced two new generative AI products.

2 Remarkable Artificial Intelligence (AI) Growth Stocks I'd Buy With $5,000 Right Now

AppLovin Corp

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Datadog just reported its financial results for the second quarter of 2023. The company's revenue came in above expectations, but it reduced its full-year forecast, which sent its stock price plunging.

1 Unstoppable Stock Down Over 50% to Buy Hand Over Fist, According to Wall Street

An over 20% hit to Datadog Inc (NASDAQ: DDOG) this month is an opportunity to buy a quality name at a deep discount, says Andrew Sherman – a TD Cowen analyst. Datadog stock has upside to $120 On Friday, Sherman assumed coverage of the cloud company with an “outperform” rating.

Buy Datadog stock for a 35% return in 12 months: TD Cowen

Datadog shares fell after the company's earnings release and reduced guidance, but I believe this was a misunderstanding of the company's actual business and outlook. The company reported strong Q2 bookings that were actually at record levels for the period, and actual revenue growth remains greater than competitors. I believe that despite the lower revenue growth forecast, Datadog's business model, profitability, and potential in the AI space make its shares attractive for long-term investors.

Datadog: No, Its High Growth Era Isn't Over, It's Just Starting

Datadog is a fast-growing SaaS company providing observability and security platforms for cloud applications. AI is a catalyst that can facilitate Datadog's evolution from a platform focused on observability to one centered on automated remediation. AI's increased value highlights the potential of Datadog's existing products, especially with the increased migration to the cloud.

Datadog's AI-Powered Evolution: Bridging Observability To Automated Remediation

Datadog's Q2 earnings report showed strong numbers, with a non-GAAP EPS beat of 29% and revenue growth of 25.3%. We look at what caused the big stock price dive. There are several elements to look at but there is also some necessary context. The company's long-term outlook remains positive, with potential for growth re-acceleration and expansion into security and AI markets.

Is Datadog Stock A Buy After The Q2 Earnings Plunge?

Weightwatchers International Inc.

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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.

News for Datadog Stock (DDOG)