Datadog Management
Management Kriterienprüfungen 2/4
Datadog CEO ist Olivier Pomel , ernannt in Jun 2010, hat eine Amtszeit von 15.92 Jahren. Die jährliche Gesamtvergütung beträgt $27.06M , bestehend aus 1.6% Gehalt und 98.4% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 2.62% der Aktien des Unternehmens, im Wert von $1.34B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.7 Jahre bzw. 7 Jahre.
Wichtige Informationen
Olivier Pomel
Geschäftsführender
US$27.1m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 1.65% |
| Amtszeit als Geschäftsführer | 15.9yrs |
| Eigentum des Geschäftsführers | 2.6% |
| Durchschnittliche Amtszeit des Managements | 4.7yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • May 07
Datadog Crushes The Software Bear Thesis, But I'm Downgrading Anyway
Summary Datadog delivered a standout quarter, with 32% YoY revenue growth and a return to GAAP operating profitability, defying AI disruption fears. Observability demand is surging as AI adoption accelerates, positioning DDOG as a clear beneficiary and reinforcing its premium platform status. Management's guidance appears conservative, with Q2 revenue guided up to $1.08 billion and full-year to $4.34 billion, both likely beatable given recent momentum. I am downgrading DDOG to 'Neutral' due to its rich 15x sales valuation, despite robust growth and strong financial execution. Read the full article on Seeking Alpha
Analyse-Update • Apr 20
DDOG: AI Observability And Anthropic Tie Ins Will Drive Multiple Re Rating
Datadog's updated price target edges slightly lower, reflecting a broad wave of target cuts from multiple firms as analysts factor in modest adjustments to discount rates and P/E assumptions, while still citing supportive views on revenue growth, profit margins, AI observability demand, and recent upgrades and initiations. Analyst Commentary Street research on Datadog has leaned more cautious on price targets recently, but there is still a visible group of bullish analysts highlighting product strength, AI observability exposure, and execution on growth initiatives.
Analyse-Update • Apr 06
DDOG: Enterprise AI Workloads Will Support Shares Despite Sector Multiple Reset
Datadog's analyst price target has been trimmed slightly, with the fair value estimate moving from about $182.43 to $181.52 as analysts balance cautious revisions to revenue growth assumptions and sector P/E multiples with ongoing interest in Datadog's role in observability and enterprise AI workloads. Analyst Commentary Recent Street research on Datadog clusters into two camps, with bullish analysts focusing on the company’s role in observability and AI driven workloads, and bearish analysts concentrating on valuation resets and competitive pressures.Analyse-Update • Mar 23
DDOG: Enterprise AI Adoption Will Support Shares Despite Observability Budget Pressures
Analysts have reduced their Datadog fair value estimate from about $208 to $182, reflecting a series of lower price targets that incorporate more cautious assumptions on revenue growth and profit margins, even as some still highlight potential benefits from enterprise AI trends and agentic app monitoring. Analyst Commentary Recent research on Datadog reflects a split view, with some focusing on AI driven upside for observability and others resetting expectations through lower price targets and more cautious assumptions.
Analyse-Update • Mar 08
DDOG: AI Observability Potential And Competition Will Shape Future Share Performance
Analysts have collectively reduced their average Datadog price targets by around $45 to $80, and are refining assumptions on growth, margins and future P/E. This reflects a more cautious stance on competition, security and observability budgets, even as they still highlight opportunities tied to AI driven observability and agentic applications.Analyse-Update • Feb 22
DDOG: AI Workloads And Cloud Migrations Will Drive Multiple Re Rating
Our updated Datadog narrative reflects a lower fair value estimate of $241.36, as analysts trim price targets by $15 to $70 on more cautious assumptions for revenue growth and profit margins, partly offset by a higher future P/E multiple that still points to investor interest in the story. Analyst Commentary Recent research on Datadog shows a split tape, but with a clear pocket of bullish analysts who see room for the shares to re-rate if execution on growth and margins holds up against rising competition and budget scrutiny.Analyse-Update • Feb 08
DDOG: AI Observability Workloads And Cloud Migrations Will Support Repricing
Analysts have trimmed their Datadog fair value estimate by about US$2.48 to around US$257.52. This reflects a series of reduced price targets that factor in lower sector multiples, increased competition and budget caution, which are partly offset by views that core growth drivers and profitability assumptions remain intact.Analyse-Update • Jan 25
DDOG: AI Workloads And Usage Acceleration Will Drive Future Repricing
The analyst fair value estimate for Datadog has shifted from about $190 to $260, with analysts pointing to stronger core usage trends, improved visibility following key AI customer renewals, and updated assumptions for growth and future P/E multiples as key drivers behind the new price target range across recent research. Analyst Commentary Recent research on Datadog shows a wide range of views, but the move in fair value estimates toward the upper end of the US$200 range is largely driven by bullish analysts reacting to Q3 results, key AI customer renewals, and updated assumptions for growth and P/E multiples.Analyse-Update • Jan 09
DDOG: Renewed OpenAI Commitment Will Support Shares Through Pricing Pressure Concerns
Analysts have trimmed their Datadog fair value estimate to about US$208 from roughly US$212, reflecting lower price targets that factor in competitive pricing pressure after Palo Alto Networks' Chronosphere deal and a reset in multiples, even as recent research still highlights strong Q3 execution, renewed OpenAI commitments, and ongoing AI related demand as key supports for the story. Analyst Commentary Street research on Datadog has split into two clear camps, with some focusing on strong recent execution and AI related demand, and others more focused on competition, pricing pressure, and the valuation reset after the Palo Alto Networks and Chronosphere news.Analyse-Update • Dec 15
DDOG: AI Demand And Potential GitLab Deal Will Drive Shares Higher
Analysts have raised their consolidated price target for Datadog to about $170 from $115, reflecting stronger expected revenue growth and AI driven demand, even as they factor in higher discount rates, lower near term margins, and increased competitive and pricing pressures following Palo Alto Networks' Chronosphere acquisition. Analyst Commentary Bearish analysts acknowledge Datadog's strong execution and AI related tailwinds but are tempering expectations for upside, especially in light of Palo Alto Networks' planned acquisition of Chronosphere and the renewed focus on pricing and competitive intensity in observability.Analyse-Update • Nov 30
DDOG: Renewed AI Customer Contract Will Lift Shares Through Competitive Challenges
Datadog's analyst price target has increased slightly, rising by approximately $1 to reflect analyst expectations for continued growth, improved margins, and resilience amid evolving competition and pricing dynamics. Analyst Commentary Recent analyst commentary on Datadog reflects a mix of confidence in the company’s growth trajectory and some caution regarding emerging competitive and pricing dynamics, especially following the acquisition of Chronosphere by Palo Alto Networks.Analyse-Update • Nov 16
DDOG: Renewed AI Contract Will Drive Share Strength Into 2025
Datadog's analyst price target has surged from approximately $169 to $211. This reflects analysts' increased confidence in the company's accelerating revenue growth, improved margins, and renewal of major customer contracts.Analyse-Update • Oct 31
DDOG: AI Demand And M&A Activity Will Shape Outlook Amid Competitive Pressures
Datadog's analyst price target has been raised from $175 to as high as $195. This change reflects increased confidence among analysts in the company's strong AI-driven demand, ongoing platform adoption, and resilient deal flow momentum.Analyse-Update • Oct 17
Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation
Datadog's analyst price target has risen from $165 to approximately $195. This reflects optimism from analysts who cite solid deal flow, growing AI-driven opportunities, and expectations for revenue acceleration in the coming quarters.Analyse-Update • Oct 03
Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation
Datadog's price target has increased from approximately $160 to $162. Analysts cite stronger revenue growth and profit margin outlooks, following the company's recent momentum and sector positioning.Analyse-Update • Aug 10
Enterprise Cloud Migration And AI Adoption Will Fuel Digital Transformation
The consensus analyst price target for Datadog has increased to $159.62, primarily reflecting a modest improvement in net profit margin and a lower forward P/E multiple, indicating stronger profitability and a slightly improved valuation profile. What's in the News Datadog provided Q3 revenue guidance of $847–$851 million and full-year 2025 revenue guidance of $3.312–$3.322 billion.Analyseartikel • Jul 04
Datadog, Inc.'s (NASDAQ:DDOG) P/S Is Still On The Mark Following 31% Share Price Bounce
Datadog, Inc. ( NASDAQ:DDOG ) shares have continued their recent momentum with a 31% gain in the last month alone...Analyseartikel • May 26
Is There Now An Opportunity In Datadog, Inc. (NASDAQ:DDOG)?
Today we're going to take a look at the well-established Datadog, Inc. ( NASDAQ:DDOG ). The company's stock saw a...Analyseartikel • May 09
Market Participants Recognise Datadog, Inc.'s (NASDAQ:DDOG) Revenues Pushing Shares 26% Higher
Datadog, Inc. ( NASDAQ:DDOG ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...Seeking Alpha • Apr 21
Datadog: Potential To Grow Among Fortune 500 Clients
Summary Datadog excels in observability with strong R&D, efficient land-and-expand strategy, and high FCF efficiency, making it a top investment in this sector. Datadog's comprehensive platform covers infrastructure monitoring, APM, and log management, driving significant ARR and offering robust solutions for digital infrastructure management. Despite competition, Datadog's innovative products and strategic cross-selling opportunities, especially within Fortune 500 companies, position it for substantial growth. While CrowdStrike shows a better balance sheet, Datadog's lower valuation and potential for high returns make it a compelling buy. Read the full article on Seeking AlphaSeeking Alpha • Mar 28
Datadog: Still Has Bite Left In It
Summary Datadog is fascinating to me in that its experience over the last five years can teach us a lot about investing. In addition to being a great teacher, Datadog is also a fantastic business with rapid growth and huge margins, alongside a strong balance sheet. Today, I will walk us through some of the "Lessons From Datadog," and then provide a comprehensive valuation of the business. In short, with every ounce of excitement wrung out of the share price and valuation, I like Datadog today. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
Datadog: A Strong Buy After The 42% Drop
Summary Datadog, Inc. offers a leading observability and monitoring platform, with potential to achieve $8 billion in sales and $2-2.5 billion in net income by 2030. Despite recent technical setbacks, DDOG remains a consistent performer with an 80% gross margin and potential for significant profitability improvements due to AI efficiencies. DDOG's current valuation is relatively inexpensive, trading at around 15 times 2030 EPS estimates, making it a compelling growth stock with a long growth runway. In a bullish scenario, DDOG could reach $9 billion in revenues and $8.80 in EPS, with sentiment shifts potentially boosting future estimates. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Datadog: Looking For Bargains As The Bubble Pops
Summary Datadog has been a victim of a bursting of the tech bubble. DDOG reported $738 million in revenue with 25% YoY growth and strong GAAP profitability, supported by a net cash balance sheet. Despite a deceleration in growth rates, DDOG's long-term growth potential remains strong, driven by its wide portfolio and cross-selling opportunities. I am upgrading DDOG to a buy rating due to its compelling financial metrics, market position, and the recent market volatility creating a buying opportunity. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$136m |
| Dec 31 2025 | US$27m | US$446k | US$108m |
| Sep 30 2025 | n/a | n/a | US$107m |
| Jun 30 2025 | n/a | n/a | US$125m |
| Mar 31 2025 | n/a | n/a | US$166m |
| Dec 31 2024 | US$20m | US$421k | US$184m |
| Sep 30 2024 | n/a | n/a | US$192m |
| Jun 30 2024 | n/a | n/a | US$163m |
| Mar 31 2024 | n/a | n/a | US$115m |
| Dec 31 2023 | US$12m | US$400k | US$49m |
| Sep 30 2023 | n/a | n/a | -US$34m |
| Jun 30 2023 | n/a | n/a | -US$83m |
| Mar 31 2023 | n/a | n/a | -US$84m |
| Dec 31 2022 | US$11m | US$396k | -US$50m |
| Sep 30 2022 | n/a | n/a | -US$14m |
| Jun 30 2022 | n/a | n/a | US$7m |
| Mar 31 2022 | n/a | n/a | US$2m |
| Dec 31 2021 | US$9m | US$375k | -US$21m |
| Sep 30 2021 | n/a | n/a | -US$44m |
| Jun 30 2021 | n/a | n/a | -US$54m |
| Mar 31 2021 | n/a | n/a | -US$44m |
| Dec 31 2020 | US$9m | US$363k | -US$25m |
| Sep 30 2020 | n/a | n/a | -US$7m |
| Jun 30 2020 | n/a | n/a | US$3m |
| Mar 31 2020 | n/a | n/a | -US$740k |
| Dec 31 2019 | US$19m | US$300k | -US$17m |
Vergütung im Vergleich zum Markt: OlivierDie Gesamtvergütung ($USD27.06M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.67M).
Entschädigung vs. Einkommen: OlivierDie Bezüge der Mitarbeiter sind um mehr als 20 % gestiegen, während die Unternehmensgewinne im vergangenen Jahr um mehr als 20 % gesunken sind.
Geschäftsführer
Olivier Pomel (48 yo)
15.9yrs
Amtszeit
US$27,055,481
Vergütung
Mr. Olivier Pomel serves as Co-Founder at Datadog, Inc and also serves as Chief Executive Officer and Director since June 2010. He serves as Advisor at CodeRabbit, Inc. He serves as Member of Advisory Boar...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 15.9yrs | US$27.06m | 2.62% $ 1.3b | |
| Co-Founder | 15.9yrs | US$20.36m | 2.5% $ 1.3b | |
| Chief Financial Officer | 7.5yrs | US$14.62m | 0.092% $ 47.3m | |
| Chief Operating Officer | 5yrs | US$14.43m | 0.00019% $ 97.2k | |
| Chief Revenue Officer | 4.3yrs | US$13.10m | 0.0057% $ 2.9m | |
| General Counsel & Secretary | 4.3yrs | keine Daten | 0.0039% $ 2.0m | |
| Chief Marketing Officer | 2.3yrs | keine Daten | keine Daten | |
| Chief People Officer | 1.8yrs | keine Daten | 0.0065% $ 3.3m | |
| Chief Information Security Officer | 5.5yrs | keine Daten | keine Daten | |
| Chief Product Officer | 1.8yrs | US$21.25m | 0.017% $ 8.6m | |
| Senior Product Manager | no data | keine Daten | keine Daten | |
| Investor Relations | no data | keine Daten | keine Daten |
4.7yrs
Durchschnittliche Betriebszugehörigkeit
49yo
Durchschnittliches Alter
Erfahrenes Management: DDOGDas Führungsteam des Unternehmens gilt als erfahren (4.7 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 15.9yrs | US$27.06m | 2.62% $ 1.3b | |
| Co-Founder | 15.9yrs | US$20.36m | 2.5% $ 1.3b | |
| Lead Independent Director | 12.3yrs | US$339.90k | 0.036% $ 18.4m | |
| Independent Director | 14.9yrs | US$332.40k | 0.076% $ 38.8m | |
| Independent Director | 7yrs | US$334.90k | 0.00072% $ 368.3k | |
| Independent Director | 13.5yrs | US$318.40k | 0.089% $ 45.6m | |
| Independent Director | 6.8yrs | keine Daten | 0.19% $ 97.1m | |
| Director | 1.3yrs | keine Daten | 0.32% $ 161.4m | |
| Independent Director | 3.9yrs | US$315.90k | 0.0012% $ 608.7k | |
| Independent Director | less than a year | US$615.09k | 0.0026% $ 1.3m | |
| Independent Director | less than a year | keine Daten | keine Daten |
7.0yrs
Durchschnittliche Betriebszugehörigkeit
50.5yo
Durchschnittliches Alter
Erfahrener Vorstand: DDOGDie Vorstandsmitglieder gelten als erfahren (7 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 00:31 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Datadog, Inc. wird von 57 Analysten beobachtet. 45 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| William Power | Baird |
| Raimo Lenschow | Barclays |