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12:00
May 07 ◎

DDOG FY2026 Q1 Watch

Datadog, Inc. (DDOG) FY2026 Q1 Earnings Call

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Olivier Plamel

Datadog landed seven-figure and eight-figure deals with two of the world's largest AI research teams, likely including OpenAI, indicating significant adoption of Datadog's GPU monitoring and training workflow tools.

"This quarter included new land deals with two of the world's biggest AI research teams, helping them improve and optimize their training workflows."

OPENAI WATCH

Olivier Plamel

Datadog landed major deals with two of the largest AI research teams, one of which could be Anthropic, signaling strong demand for its GPU monitoring and training optimization tools.

"This quarter included new land deals with two of the world's biggest AI research teams, helping them improve and optimize their training workflows."

ANTHROPIC WATCH

Olivier Plamel

Two of the world's biggest AI research teams (likely hyperscaler labs) have chosen Datadog for training workload monitoring, marking a shift from inferencing to training as a viable market for observability. — As AI training becomes more democratized and heterogeneous across silicon vendors, demand for GPU monitoring and observability tools will rise, potentially increasing operational efficiency and changing the competitive landscape.

"Now we actually see training becoming a market. We started lending customers that are actually hyperscalers, that have a whole host of homegrown technologies, and that are using us specifically in their superintelligence labs to help"

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Olivier Plamel

Non-AI customer revenue growth accelerated to 20% year-over-year, up from 19% last year, indicating that AI adoption is driving usage of Datadog's platform across all customer types. — This suggests that AI is a catalyst for broader cloud migration and digital transformation, benefiting cloud service providers.

"Non-AI customer revenue growth accelerated again this quarter to meet 20% year-over-year, up from 23% last quarter and 19% in the year-over-year quarter."

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Olivier Plamel

Datadog landed major deals with two of the largest AI research teams, one of which could be xAI, signaling strong demand for its GPU monitoring and training optimization tools.

"This quarter included new land deals with two of the world's biggest AI research teams, helping them improve and optimize their training workflows."

XAI.PVT WATCH

MED

13:00
Feb 10 ◎

DDOG FY2025 Q4 Watch

Datadog, Inc. (DDOG) FY2025 Q4 Earnings Call

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Olivier Pommel

Management discusses high growth within the AI-native customer group, which may include Databricks, indicating their platform is being adopted by leading AI companies.

"we continue to see very high growth within this AI-native customer group"

DATABRICKS WATCH

Olivier Pommel

Management highlights a significant expansion with a leading fintech company, indicating a large customer win and strengthening its position in the financial sector.

"an eight-figure annualized expansion with a leading e-commerce and digital payments platform."

STRIPE WATCH

Olivier Pommel

Management references Anthropic's frontier models as a driver of complexity and volume in the market, framing them as accelerants for observability demand rather than direct threats.

"some of the advancements when it comes to agentic frameworks, agentic deployments, the stuff that we've seen from Anthropic and new frontier models from OpenAI"

ANTHROPIC WATCH

Olivier Pommel

Management references OpenAI's frontier models as a driver of complexity and volume in the market, framing them as accelerants for observability demand rather than direct threats.

"the stuff that we've seen from Anthropic and new frontier models from OpenAI"

OPENAI WATCH

Olivier Pommel

Management discusses high growth within the AI-native customer group, which may include xAI, indicating their platform is being adopted by leading AI companies.

"continue to see very high growth within this AI-native customer group"

XAI.PVT WATCH

David Obstler

Management's guide is bullish, showing a clear acceleration in the core business (excluding largest AI customer) with 20%+ growth, despite overall growth rate decelerating due to the large customer. This indicates broad-based strength and a positive outlook for the year.

"we expect revenues to be in the range of 4.06 to 4.10 billion dollars, which represents 18 to 20% year-over-year growth. This includes modeling within our guidance that our business, excluding our largest customer, grows at least 20%"

DDOG WATCH

HIGH

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