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Datadog (DDOG) investor relations material
Datadog Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025
Vision and strategy
Aims to be the essential platform for production, reliability, and DevOps engineers, expanding use cases across observability, security, and coding tools.
Focuses on integrating AI, LLMs, and monitoring for modern, complex applications.
Pursues relentless platform innovation, led by founders with a customer-centric approach.
Seeks to extend platform reach into adjacent areas like DevSecOps and service management.
Leverages customer feedback and real-time data to prioritize product enhancements and go-to-market strategies.
AI and technology integration
Developing integrations to monitor AI workloads, GPUs, CPUs, and LLMs, with a dedicated LLM monitoring product.
Injecting AI and machine learning into the platform to accelerate diagnostics and reliability.
Gaining traction among AI-native companies, with hundreds of customers and significant revenue from this cohort.
Using AI internally to improve product development efficiency and operational spending.
Market trends and customer segments
SMB segment stabilized after funding pullbacks, with AI-related SMBs showing material growth.
Enterprise segment sees steady growth, with a long runway as cloud modernization is still early.
Expanding enterprise sales team and international presence to capture uncovered market opportunities.
High retention rates and strong value proposition drive customer loyalty, especially among AI and cloud-native cohorts.
Datadog platform expansion areas
Manage AI native cohort risks
International GTM strategy
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Next Datadog earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Data’s Best Friend
Datadog is an American company that provides a service for cloud-scale monitoring and analytics, primarily catering to IT, operations, and development teams. Datadog's services include monitoring servers, databases, tools, and services through a SaaS-based data analytics platform. This platform allows users to track the performance of their applications, understand user behavior, and identify bottlenecks or issues in real-time. The company is headquartered in NYC, and its shares are listed on the Nasdaq.
Solving Challenges
Datadog was founded in 2010 by Olivier Pomel and Alexis Lê-Quôc, both experienced technologists with a vision to improve IT infrastructure monitoring. While working together Pomel, and Lê-Quôc observed the challenges organizations faced in monitoring increasingly complex, cloud-based systems. To address this, they created a platform that could provide comprehensive, real-time insights into the performance of IT systems, regardless of their complexity or scale. Initially focusing on cloud infrastructure monitoring, Datadog has expanded its product suite to cover a wide range of monitoring and analytics services. Today, Datadog is well-established and competes with companies such as Splunk, New Relic, and Dynatrace.
SaaS
Datadog operates as a cloud-monitoring service through a SaaS model, offering a range of tools for observing and optimizing the performance of IT infrastructure, applications, and services. The company provides a platform that aggregates data across various systems, enabling real-time analytics and insights. This functionality allows IT and development teams to monitor server health, track application performance, and analyze logs and user experiences. Its services cater to various aspects of technology management, including infrastructure monitoring, application performance management (APM), and log management.
The Customers
Datadog caters to a diverse range of customers, spanning from small startups to large enterprises across various industries. This includes technology companies, financial services, healthcare organizations, e-commerce platforms, and media companies, among others. The platform's scalability and comprehensive toolset make it particularly attractive to businesses undergoing digital transformation or managing complex, multi-cloud environments
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