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Datadog
Datadog (DDOG) investor relations material
Datadog Investor Day 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2026 summary12 Feb, 2026
Strategic direction and platform innovation
Focus on enabling customer autonomy across development, operations, and security, leveraging AI to accelerate business outcomes and manage complexity in cloud and AI-native environments.
Significant R&D investment, with over $1 billion spent in 2025 and 4,000 engineers, driving rapid product innovation and expansion into new categories like data observability, security, and AI operations.
Unified platform approach breaks down silos across teams and data, supporting over 30,000 customers and handling trillions of events per hour.
Expansion into GPU monitoring, AI observability, and Bring Your Own Cloud (BYOC) to address modern workloads, compliance, and hyperscale customer needs.
AI capabilities (Bits AI) are embedded throughout the platform, enabling autonomous detection, investigation, and remediation, with rapid customer adoption and positive feedback.
Financial performance and growth opportunities
Land-and-expand model drives growth, with 18% customer growth and 17% average revenue per customer CAGR, resulting in a 42% overall CAGR.
ARR growth is fueled by both new customer acquisition (about 25%) and expansion within existing customers (about 75%), with over 4,000 customers spending $100K+ and 34 spending $10M+.
Gross margins remain around 80%, with operating margins in the low- to mid-20s and a long-term target of 25%+.
R&D investment remains at ~30% of revenue, supporting a pace of innovation that has accelerated as the company has scaled.
Security ARR surpassed $100M, and the company is expanding TAM beyond observability into security, software delivery, and analytics, targeting a $100B+ market.
Customer value and competitive differentiation
Unified platform delivers productivity gains, cost savings, and enables tool consolidation, with customers reporting millions in savings and significant reductions in incident response times.
Volume-based pricing model bends the cost curve for customers as they scale, with discounts for commitment, multi-product use, and term length.
High retention rates (97%+ overall, 98%+ enterprise) and low churn, especially among customers using multiple products.
AI-native and cloud-native companies are rapidly adopting the platform, with 14 of the top 20 AI-native companies as customers and over 650 AI-native customers.
Differentiation comes from proprietary data, domain expertise, and the ability to deliver specialized, cost-effective AI models for observability and security.
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Next Datadog earnings date
Q1 20265 May, 2026
Datadog
Next Datadog earnings date
Q1 20265 May, 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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