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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Datadog (DDOG) investor relations material
Datadog 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary10 Dec, 2025
Business model and growth drivers
Usage-based platform enables frictionless adoption and strong return on sales dollars, supporting high R&D investment at around 30% of revenue.
Efficient go-to-market and platform expansion allow for sustained profitability and cash flow growth while reinvesting in R&D and sales.
Large platform size enables efficient addition of new applications, resulting in rapid time to value for product investments.
Product launches typically generate revenue within a few years, faster than most enterprise peers.
Commitment-based pricing model provides real-time insights into product adoption and customer usage.
Strategic evolution and market positioning
Transitioning from observability and monitoring to security and remediation, broadening the platform's scope.
Early stages in expanding beyond observability, with significant runway as only about 30% of workloads are modernized.
AI and service management are driving trends toward self-remediation and broader platform adoption.
Investments in AI-native applications, such as the SRE agent, are now generally available, reflecting ongoing innovation.
Security business has surpassed $100 million ARR, growing at mid-50% year over year, driven by Cloud SIEM maturity and enterprise adoption.
Financial performance and investment strategy
Q3 revenue growth sustained at 28%, with core business (excluding AI-natives) accelerating and strong SMB demand.
New logo annualized bookings more than doubled year over year, with larger land sizes and seven-figure wins across multiple sectors.
Positive buying environment post-COVID, with increased migration and platform consolidation.
Continued investment in sales, marketing, and R&D, with focus on expanding go-to-market coverage and maintaining high productivity.
Conservative guidance approach, but strong entry point and positive trends heading into 2026.
How will enterprise AI adoption drive Datadog growth?
Palo Alto's Chronosphere buy: competitive impact?
How is ROI measured on R&D and S&M investments?
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Next Datadog earnings date
Q4 202513 Feb, 2026
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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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