Recent Insider Transactions • Jun 03
Independent Director recently sold Mex$174m worth of stock On the 1st of June, Matthew Jacobson sold around 39k shares on-market at roughly Mex$4,501 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$1.5b more than they bought in the last 12 months. Aankondiging • May 28
Datadog Achieves FedRAMP High Certification For Its Observability And Security Platform Datadog for Government has achieved Federal Risk and Authorization Management Program (FedRAMP) High certification for its observability and security platform. Datadog’s AI-powered end-to-end observability and security platform delivers real-time visibility and actionable insights across agencies’ entire IT environments while complying with Federal Government’s most stringent security requirements. The platform enables agencies to strengthen their security posture by identifying and managing risk within a single, unified solution designed for high-impact systems. With comprehensive dashboards and intelligent alerts, Government teams can proactively detect and resolve issues before they disrupt mission-critical operations or impact citizen services. Carahsoft serves as Datadog’s Master Government Aggregator, providing ease of procurement for the company’s platform and solutions and access to services and training for the Public Sector through hundreds of contract vehicles. Datadog’s solutions are available through Carahsoft’s GSA Schedule No. 47QSWA18D008F, NASPO ValuePoint Master Agreement #AR2472, TIPS Contract #220105, OMNIA Partners Contract #R240303 and E&I Contract #EI00063~2021MA. Recent Insider Transactions • May 11
General Counsel & Secretary recently sold Mex$36m worth of stock On the 5th of May, Kerry Acocella sold around 14k shares on-market at roughly Mex$2,609 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$133m. Insiders have been net sellers, collectively disposing of Mex$1.2b more than they bought in the last 12 months. Aankondiging • May 10
Datadog, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026 Datadog, Inc. provided earnings guidance for the second quarter and full year 2026. For the second quarter. the company expects Revenue between $1.07 billion and $1.08 billion.
For the full year, the company expects revenue between $4.30 billion and $4.34 billion. Reported Earnings • May 07
First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.072 in 1Q 2025) First quarter 2026 results: EPS: US$0.15 (up from US$0.072 in 1Q 2025). Revenue: US$1.01b (up 32% from 1Q 2025). Net income: US$52.6m (up 113% from 1Q 2025). Profit margin: 5.2% (up from 3.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Aankondiging • May 02
Datadog, Inc., Annual General Meeting, Jun 15, 2026 Datadog, Inc., Annual General Meeting, Jun 15, 2026. Aankondiging • Apr 24
Datadog Announces GPU Monitoring to Help Businesses Optimize Spend and Performance as They Aim to Scale AI Projects Datadog, Inc. announced that GPU Monitoring is available to customers everywhere. The new product addresses one of the most prevalent issues facing organizations as they look for a scalable and effective way to manage expanding AI costs. The launch of GPU Monitoring marks one of the first times a single solution provides unified visibility across the AI stack—giving customers a single view linking GPU fleet health, cost, and performance directly to the teams relying on them for faster troubleshooting of slow workloads and cost savings. Most GPU tools provide high-level device health metrics, but they don’t surface cross-functional resource contention issues, explain why training and inference workloads fail, or provide visibility into which devices are idle or ineffectively used. This lack of visibility slows down investigations and means that teams overprovision as the safest default—leading to wasted spend. GPU Monitoring streamlines this work by linking fleet telemetry directly to the workloads consuming those resources, and gives platform engineering and machine learning teams a shared view to investigate together, enabling them to: Scale AI without overspending: With visibility and forecasting based on the usage patterns of fleets and direct guidance on whether to buy new GPUs or free up existing ones, platform teams avoid expensive purchases and long procurement cycles, machine learning teams get capacity faster, and leadership gets better ROI with predictable spend. Accelerate AI delivery: Stalled workloads are correlated directly to the underlying GPUs, pods and processes running them so that teams can troubleshoot performance bottlenecks in minutes instead of hours, allowing engineers to focus on shipping AI projects. Avoid costly disruptions: Unhealthy GPUs are proactively identified before failures cascade across a cluster and cause training and inference delays. Maximize ROI on GPU spend: Teams are empowered and accountable for their GPU utilization and costs, and can easily pinpoint where they are overserving or underutilizing their GPUs. This allows teams to reclaim and reallocate resources in order to reduce wasted spend. GPU Monitoring is now generally available. Aankondiging • Apr 17
Datadog, Inc. to Report Q1, 2026 Results on May 07, 2026 Datadog, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026 Buy Or Sell Opportunity • Apr 10
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 20% to Mex$1,820. The fair value is estimated to be Mex$2,334, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 31% per annum over the same time period. Aankondiging • Apr 03
Datadog Inc. Announces Datadog Experiments Availability Datadog, Inc. announced that Datadog Experiments is available to customers everywhere. The new product enables teams to design, launch, and measure product experiments and A/B tests directly within the Datadog platform—giving teams the data and insights they need to understand how every change affects user behavior, application performance and business outcomes. Datadog solves this problem with the first experimentation platform that combines business metrics from a customer’s data warehouse with product analytics events and application observability. Powered by Datadog’s acquisition of Eppo, Datadog Experiments pairs best-in-class statistical methods with real-time observability guardrails so companies can test what matters, move quickly and ship with confidence. The product empowers every product manager, designer and engineer at a company to take a measured approach to change. Datadog Experiments enables teams to accelerate decisions without the overhead: Experimentation is self-serve and standardized, so teams can move from insight to decision without coordination overhead. Run safer, higher-quality experiments: Built-in guardrails, real-time feedback and shared standards help teams catch issues early, protect users and keep experiments valid. Make decisions leaders trust: Results are credible, reproducible and comparable by measuring impact directly against source-of-truth business metrics in native data warehouses, using consistent methodologies teams can audit and trust. By tying experiments to Real User Monitoring (RUM), Product Analytics, APM and logs, organizations can measure both business impact and performance implications to reduce risk without slowing innovation. Datadog Experiments is now generally available. Aankondiging • Mar 25
Datadog, Inc. Announces Availability of Bits AI Security Analyst Datadog, Inc. announced that Bits AI Security Analyst is available to customers everywhere. As part of Datadog’s Cloud SIEM, the AI agent reduces investigations that can take analysts hours down to as little as 30 seconds. Bits AI Security Analyst solves these issues by pairing the expertise of a senior SOC analyst with machine scale and speed, enabling investigation analysis across a breadth and volume of data sources that would be unachievable by a human, while still delivering high-accuracy verdicts backed by real-world context. This allows analysts to scale their investigation expertise so they can focus more time on high-impact defense priorities. When using other SIEMs, it can take teams hours to acknowledge alerts, run investigations, gather evidence, analyze results and escalate if needed. With Bits AI Security Analyst, teams using Datadog Cloud SIEM can autonomously complete all those steps in minutes, reducing the mean-time-to-resolution by more than 90%. Bits AI Security Analyst helps security teams: Detect and resolve issues faster: Autonomous investigations reduce alert fatigue, mean-time-to-detection and mean-time-to-resolution, all of which are critical to responding to attacks happening at machine speed. Gain comprehensive coverage: With a unified view of the entire attack surface across clouds, identities, EDRs and more—along with built-in observability telemetry—teams can identify and resolve critical threats and attacks. Scale at enterprise-grade speed: Native to Cloud SIEM, SOC teams can scale their use of AI by deploying faster with thousands of integrations, a unified user experience, and security controls like RBAC, giving teams enterprise-grade visibility, security and control. Bits AI Security Analyst is now generally available. Aankondiging • Mar 10
Datadog, Inc. Launches MCP Server For AI Agents With Secure, Real-Time Access To Unified Observability Data Datadog, Inc. announced that its MCP Server is generally available. For developers embedding AI agents into development and operational workflows, the Datadog MCP Server provides access to live observability data—so teams can debug in their preferred choice of AI coding agents or Integrated Development Environment with real-time telemetry and take action within established security and governance controls. As embedding AI agents into workflows becomes standard practice at companies across all industries, engineering teams are being tasked with operationalizing AI agents and navigating the intense complexity of this process. To do this, they need secure, governed access to production data, reduced integration overhead and compatibility with compliance requirements. Datadog MCP Server is a purpose-built interface designed for agentic systems, extending Datadog’s unified observability platform directly into AI workflows so that engineering teams can: Debug and act quickly without context switching: Feeds live logs, metrics and traces directly into AI coding agents like Claude Code, Cursor, Codex, Github Copilot, Cognition and Visual Studio Code when investigating production issues. Give custom AI agents direct access to real-time observability and intelligence: Empowers agents to leverage Datadog’s proactive detection and remediation signals so they can investigate and respond to issues automatically. Simplify data access for AI workflows: Reduces the risk of breaking changes by providing a dynamic, purpose-built protocol for agent communication. Datadog MCP Server is now generally available. Aankondiging • Mar 03
Datadog, Inc. Appoints Dominic Phillips to its Board of Directors Datadog, Inc. announced the appointment of Dominic Phillips to its Board of Directors. Dominic brings more than two decades of financial leadership in the technology space to Datadog. As EVP and Chief Financial Officer at Samsara, he leads the company's global financial operations, including strategic finance, accounting, procurement, tax, treasury, corporate development, investor relations, IT, and security. Prior to Samsara, Dominic served as Vice President of Finance and Head of Corporate Development at ServiceNow, where he led FP&A, investor relations, treasury, and corporate development, supporting the company’s significant growth. Earlier in his career, Dominic was a Vice President in Morgan Stanley’s technology investment banking group, advising technology companies on complex financings and strategic transactions. Dominic holds a BS in Business from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley. Aankondiging • Mar 02
Datadog, Inc., Annual General Meeting, Apr 21, 2026 Datadog, Inc., Annual General Meeting, Apr 21, 2026. Buy Or Sell Opportunity • Feb 24
Now 25% undervalued after recent price drop Over the last 90 days, the stock has fallen 40% to Mex$1,757. The fair value is estimated to be Mex$2,339, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 31% per annum over the same time period. Reported Earnings • Feb 10
Full year 2025 earnings released: EPS: US$0.31 (vs US$0.55 in FY 2024) Full year 2025 results: EPS: US$0.31 (down from US$0.55 in FY 2024). Revenue: US$3.43b (up 28% from FY 2024). Net income: US$107.7m (down 41% from FY 2024). Profit margin: 3.1% (down from 6.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 10
Datadog, Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2026 Datadog, Inc. provided earnings guidance for the First quarter and Fiscal year 2026. For the quarter, the company expects revenue between $951 million and $961 million.
For the year, the company expects revenue between $4.06 billion and $4.10 billion. Buy Or Sell Opportunity • Feb 03
Now 27% undervalued after recent price drop Over the last 90 days, the stock has fallen 31% to Mex$2,045. The fair value is estimated to be Mex$2,800, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 35% per annum over the same time period. Aankondiging • Jan 21
Datadog, Inc. to Report Q4, 2025 Results on Feb 10, 2026 Datadog, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 10, 2026 Recent Insider Transactions • Dec 05
Co-Founder recently sold Mex$44m worth of stock On the 2nd of December, Olivier Pomel sold around 15k shares on-market at roughly Mex$2,901 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Olivier has been a net seller over the last 12 months, reducing personal holdings by Mex$205m. Buy Or Sell Opportunity • Nov 10
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 54% to Mex$3,661. The fair value is estimated to be Mex$3,019, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 34% per annum over the same time period. Reported Earnings • Nov 06
Third quarter 2025 earnings released: EPS: US$0.097 (vs US$0.15 in 3Q 2024) Third quarter 2025 results: EPS: US$0.097 (down from US$0.15 in 3Q 2024). Revenue: US$885.7m (up 28% from 3Q 2024). Net income: US$33.9m (down 35% from 3Q 2024). Profit margin: 3.8% (down from 7.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth. Aankondiging • Nov 06
Datadog, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2025 Datadog, Inc. provided earnings guidance for the fourth quarter and full year 2025. For the fourth quarter 2025, the company expects revenue between $912 million and $916 million.
For the full year 2025, the company expects revenue between $3.386 billion and $3.390 billion. Aankondiging • Oct 17
Datadog Reportedly Explores Takeover Bid for GitLab Datadog, Inc. (NasdaqGS:DDOG) is said to be working with bankers at Morgan Stanley (MS) to once again explore a potential takeover bid for GitLab Inc. (NasdaqGS:GTLB), a source reportedly told Street Insider. GitLab explored a potential sale with its own bankers and Datadog was one of the interested parties, Reuters previously reported. A new bid could be made for over $60 per share, according to Street Insider's source. Buy Or Sell Opportunity • Oct 08
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 17% to Mex$2,995. The fair value is estimated to be Mex$2,495, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 90%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 33% per annum over the same time period. Aankondiging • Sep 12
Datadog, Inc. Appoints Ami Vora as Class I Director, Effective September 11, 2025 On September 11, 2025, the Board of Directors of Datadog, Inc. increased the size of the Board from nine to ten members and appointed Ami Vora as a Class I director of the company to fill the resulting vacancy, each effective September 11, 2025. Ms. Vora's term will expire at the Company's Annual Meeting of Stockholders to be held in 2026. Ms. Vora has not been, and is not currently expected to be, named to any committee of the Board at this time. Vora brings over 20 years of experience leading product and design teams for some of the most widely used products in the world. She was Chief Product Officer at Faire, a global wholesale marketplace for independent brands and retailers. Before that, Vora led product and design for WhatsApp, one of the most-used and most-loved apps in the world. She held several prior roles at Meta, including Vice President and Head of Product for Facebook Ads, scaling Instagram, and launching Facebook's developer platform. Vora began her career at Microsoft, building tools for developers. She holds a BA in Computer Science from Harvard University. Recent Insider Transactions • Sep 05
General Counsel & Secretary recently sold Mex$13m worth of stock On the 2nd of September, Kerry Acocella sold around 5k shares on-market at roughly Mex$2,507 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$1.0b more than they bought in the last 12 months. Recent Insider Transactions • Aug 13
Independent Director recently sold Mex$5.6m worth of stock On the 8th of August, Titilope Cole sold around 2k shares on-market at roughly Mex$2,532 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$35m. Insiders have been net sellers, collectively disposing of Mex$1.2b more than they bought in the last 12 months. New Risk • Aug 08
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.1% Last year net profit margin: 6.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (4.1% net profit margin). Significant insider selling over the past 3 months (Mex$188m sold). Reported Earnings • Aug 08
Second quarter 2025 earnings released: EPS: US$0.008 (vs US$0.13 in 2Q 2024) Second quarter 2025 results: EPS: US$0.008 (down from US$0.13 in 2Q 2024). Revenue: US$826.8m (up 28% from 2Q 2024). Net income: US$2.65m (down 94% from 2Q 2024). Profit margin: 0.3% (down from 6.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Aankondiging • Aug 07
Datadog, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2025 Datadog, Inc. provided earnings guidance for the third Quarter and full year 2025. For the quarter, company expected Revenue to be in range of $847 million and $851 million,
For the full year, company expected Revenue to in range of between $3.312 billion and $3.322 billion. Aankondiging • Jul 18
Datadog, Inc. to Report Q2, 2025 Results on Aug 07, 2025 Datadog, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025 Board Change • Jul 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Director Amit Agarwal was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Jun 05
Chief Operating Officer recently sold Mex$35m worth of stock On the 2nd of June, Adam Blitzer sold around 16k shares on-market at roughly Mex$2,246 per share. This transaction amounted to 96% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Adam has been a net seller over the last 12 months, reducing personal holdings by Mex$159m. Aankondiging • May 08
Datadog, Inc. Provides Financial Guidance for the Second Quarter and Full Year 2025 Datadog, Inc. provided financial guidance for the second quarter and full year 2025. For the quarter, the company expects Revenue between $787 million and $791 million.
For the full year, the company expects Revenue between $3.215 billion and $3.235 billion. Reported Earnings • May 07
First quarter 2025 earnings released: EPS: US$0.072 (vs US$0.13 in 1Q 2024) First quarter 2025 results: EPS: US$0.072 (down from US$0.13 in 1Q 2024). Revenue: US$761.6m (up 25% from 1Q 2024). Net income: US$24.6m (down 42% from 1Q 2024). Profit margin: 3.2% (down from 7.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Aankondiging • May 05
Datadog, Inc. (NasdaqGS:DDOG) acquired Eppo Data, Inc. Datadog, Inc. (NasdaqGS:DDOG) acquired Eppo Data, Inc. on May 5, 2025. Eppo will continue supporting existing customers and bringing on new customers as part of Eppo by Datadog.
Datadog, Inc. (NasdaqGS:DDOG) completed the acquisition of Eppo Data, Inc. on May 5, 2025. Aankondiging • Apr 24
Datadog, Inc. (NasdaqGS:DDOG) acquired Metaplane, Inc. Datadog, Inc. (NasdaqGS:DDOG) acquired Metaplane, Inc. on April 23, 2025. The acquisition of Metaplane accelerates Datadog’s expansion into data observability—building on launches of related products like Data Jobs Monitoring and Data Streams Monitoring. Metaplane will continue to support its existing customer base and onboard new users under the Metaplane by Datadog brand.
Datadog, Inc. (NasdaqGS:DDOG) completed the acquisition of Metaplane, Inc. on April 23, 2025. Aankondiging • Apr 16
Datadog, Inc. to Report Q1, 2025 Results on May 06, 2025 Datadog, Inc. announced that they will report Q1, 2025 results Pre-Market on May 06, 2025 Aankondiging • Apr 07
Datadog, Inc., Annual General Meeting, Jun 03, 2025 Datadog, Inc., Annual General Meeting, Jun 03, 2025. Recent Insider Transactions • Mar 12
Co-Founder recently sold Mex$89m worth of stock On the 3rd of March, Olivier Pomel sold around 37k shares on-market at roughly Mex$2,368 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Olivier has been a net seller over the last 12 months, reducing personal holdings by Mex$184m. Buy Or Sell Opportunity • Feb 21
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 19% to Mex$2,500. The fair value is estimated to be Mex$3,270, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Reported Earnings • Feb 13
Full year 2024 earnings released: EPS: US$0.55 (vs US$0.15 in FY 2023) Full year 2024 results: EPS: US$0.55 (up from US$0.15 in FY 2023). Revenue: US$2.68b (up 26% from FY 2023). Net income: US$183.7m (up 278% from FY 2023). Profit margin: 6.8% (up from 2.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Aankondiging • Feb 13
Datadog, Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2025 Datadog, Inc. provided earnings guidance for the first quarter and full fiscal year 2025. For the quarter, the company expected revenue between $737 million and $741 million.
For the year, the company expected revenue between $3.175 billion and $3.195 billion. Aankondiging • Jan 25
Datadog, Inc. to Report Q4, 2024 Results on Feb 13, 2025 Datadog, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 13, 2025 Aankondiging • Dec 26
Datadog, Inc. Appoints Amit Agarwal as A Class II Director, Effective January 1, 2025 On December 22, 2024, the Board of Directors (the “Board”) of Datadog, Inc. (the “Company”) increased the size of the Board from eight to nine members and appointed Amit Agarwal as a Class II director of the Company to fill the resulting vacancy, each effective January 1, 2025 (the “Effective Date”). Mr. Agarwal's term will expire at the Company’s 2027 Annual Meeting of Stockholders. Mr. Agarwal has not been, and is not currently expected to be, named to any committee of the Board at this time. Recent Insider Transactions • Dec 06
Co-Founder recently sold Mex$41m worth of stock On the 2nd of December, Olivier Pomel sold around 13k shares on-market at roughly Mex$3,113 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$147m. Olivier has been a net seller over the last 12 months, reducing personal holdings by Mex$187m. Recent Insider Transactions • Nov 20
President recently sold Mex$147m worth of stock On the 15th of November, Amit Agarwal sold around 57k shares on-market at roughly Mex$2,579 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Amit has been a net seller over the last 12 months, reducing personal holdings by Mex$290m. Aankondiging • Nov 13
Datadog, Inc. Introduces Kubernetes Active Remediation to Provide Curated Guidance and End-To-End Management of Kubernetes Environments Datadog, Inc. announced the launch of Kubernetes Active Remediation, which builds on Datadog's automated troubleshooting capabilities to provide curated remediation guidance, best practices and end-to-end issue management for Kubernetes organizations. Traditional monitoring tools track health and performance based on metrics, but teams need deeper insights and guidance to navigate the complexities of Kubernetes environments. Teams are also often slowed down by the limited availability of their organization's internal Kubernetes experts. Without actionable recommendations, diagnosing the root cause of issues can be time consuming and resource intensive, leading to prolonged downtime and decreased operational efficiency. Kubernetes Active Remediation offers the deeper insights at scale that teams need by providing a comprehensive overview of cluster-level resource problems ranked by their importance and relevance. After a problematic cluster or workload has been identified, teams can view consolidated troubleshooting information, including root cause analysis and recommended fixes. They can then directly trigger deployment patches for the key issues from within the Datadog platform. Kubernetes Active Remediation helps organizations: Automate root-cause analysis and detection: Recommendations are automatically issued with full contextual data and triaged to the correct owner. Curated remediation actions can also be pre-approved by the DevOps or security teams to automate the process downstream. Directly repair Kubernetes environments: Explanations and suggestions are provided based on troubleshooting patterns that are commonly seen in Kubernetes environments. Once the user has the full context and recommended next steps, they can directly trigger deployment patches from within Datadog to remediate the issue. Improve troubleshooting and remediation speed: By accelerating a user's time to detect and resolve an issue, Datadog helps application development teams be more efficient, understand root causes and automate their remediation processes. Reported Earnings • Nov 09
Third quarter 2024 earnings released: EPS: US$0.15 (vs US$0.07 in 3Q 2023) Third quarter 2024 results: EPS: US$0.15 (up from US$0.07 in 3Q 2023). Revenue: US$690.0m (up 26% from 3Q 2023). Net income: US$51.7m (up 128% from 3Q 2023). Profit margin: 7.5% (up from 4.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Aankondiging • Nov 08
Datadog, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024 Datadog, Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expected revenue between $709 million and $713 million.
For the full year, the company expected revenue between $2.656 billion and $2.660 billion. Aankondiging • Oct 18
Datadog, Inc. to Report Q3, 2024 Results on Nov 07, 2024 Datadog, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024 Recent Insider Transactions • Oct 15
Chief Revenue Officer recently sold Mex$5.6m worth of stock On the 8th of October, Sean Walters sold around 2k shares on-market at roughly Mex$2,425 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$30m. Insiders have been net sellers, collectively disposing of Mex$963m more than they bought in the last 12 months. Recent Insider Transactions • Sep 08
Co-Founder recently sold Mex$30m worth of stock On the 3rd of September, Olivier Pomel sold around 13k shares on-market at roughly Mex$2,250 per share. This transaction amounted to 7.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Olivier has been a net seller over the last 12 months, reducing personal holdings by Mex$185m. Reported Earnings • Aug 09
Second quarter 2024 earnings released: EPS: US$0.13 (vs US$0.012 loss in 2Q 2023) Second quarter 2024 results: EPS: US$0.13 (up from US$0.012 loss in 2Q 2023). Revenue: US$645.3m (up 27% from 2Q 2023). Net income: US$43.8m (up US$47.8m from 2Q 2023). Profit margin: 6.8% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Aankondiging • Aug 08
Datadog, Inc. Provides Earnings Guidance for the Third Quarter and for Full Year 2024 Datadog, Inc. provided earnings guidance for the third quarter and full year 2024. For the quarter, the company expected Revenue between $660 million and $664 million.
For the year, the company expected Revenue between $2.62 billion and $2.63 billion. Aankondiging • Aug 06
Datadog, Inc. Appoints Yanbing Li as Chief Product Officer Datadog, Inc. announced that Yanbing Li is joining as Chief Product Officer, effective immediately. Li has more than 25 years of product, technology and engineering experience, having led global engineering, operations and infrastructure teams at Aurora, Google and VMware. Most recently, Li was Senior Vice President of Engineering at Aurora, where she led all software development efforts. Prior to Aurora, as Vice President of Product and Engineering at Google, Li was responsible for the commerce platform for cloud, and the operations and service infrastructure powering both Google Cloud and Google. Prior to Google, she was the Senior Vice President and General Manager for the Storage and Availability Business Unit at VMware. Li holds a Ph.D degree from Princeton University, a master's degree from Cornell University and a bachelor's degree from Tsinghua University. Aankondiging • Jul 19
Datadog, Inc. to Report Q2, 2024 Results on Aug 08, 2024 Datadog, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 08, 2024 Buy Or Sell Opportunity • Jul 10
Now 23% undervalued Over the last 90 days, the stock has risen 12% to Mex$2,230. The fair value is estimated to be Mex$2,880, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Aankondiging • Jul 04
Datadog, Inc. Appoints David Galloreese as Chief People Officer Datadog, Inc. announced that David Galloreese joined as Chief People Officer. Galloreese has more than 20 years of human resources experience from roles at brands like Figma, Wells Fargo, Walmart, Medallia and Caesars Entertainment. Most recently, Galloreese was a Senior Advisor at McKinsey & Company, and advised companies like Karat, Guild and Gametime. Prior to his advisor roles, he held Chief Human Resources Officer positions at Figma and Wells Fargo, was the Chief People Officer at Sam's Club, and was the Head of People & Culture at Medallia. Aankondiging • Jun 27
Datadog, Inc. On-Call Launches to Deliver Observability-Enriched Paging and Unified Incident Management Capabilities Datadog, Inc. announced Datadog On-Call, a modern on-call experience with observability-enriched paging and seamless incident management workflows. Datadog On-Call instantly coordinates teams with relevant context for faster issue resolution, better incident control and improved collaboration. DevOps, SRE, Security and IT Operations teams need to maintain high levels of service, but they face challenges such as overwhelming alerts, confusion over dynamically shifting service ownership, disjointed paging strategies, coverage gaps and scheduling issues that make it difficult to understand, prioritize and resolve issues quickly. Traditional on-call systems offer workflows only for paging, while point solutions do not offer observability context, workflows or data, resulting in information gaps that lengthen resolution times. By unifying observability and paging into one seamless platform, Datadog On-Call solves these issues and eliminates the inefficiencies of multiple disjointed tools, allowing engineers to focus on resolving incidents quickly and effectively without the added stress of switching contexts or missing critical information. Datadog On- Call helps DevOps, SRE, security and IT Operations teams: Act Quickly and Stay Informed: Paging with integrated observability and seamless incident management ensures critical insights and data are readily available within a single platform, eliminating the need for context switching. Connect with the Tools They Use Every Day: On-Call integrates with a rich ecosystem of third-party monitoring, alerting and service management tools so teams don't have to learn new workflows or spend resources on training. Ensure Clear Service and Team Ownership: Break down knowledge silos and avoid confusion by associating teams with their respective services to simplify configuration, address ownership gaps and ensure the right responders are paged during an alert. Instantly trace upstream and downstream services affected by an outage or issue. SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities to provide unified, real-time observability and security for customers' entire technology stack. Datadog is used by organizations of all sizes and across a wide range of industries to enable digital transformation and cloud migration, drive collaboration among development, operations, security and business teams, accelerate time to market for applications, reduce time to problem resolution, secure applications and infrastructure, understand user behavior and track key business metrics. Aankondiging • Jun 21
Datadog, Inc. Launches New Product to Observe, Troubleshoot and Optimize Data Processing Jobs Datadog, Inc. announced the general availability of Data Jobs Monitoring, a new product that helps data platform teams and data engineers detect problematic Spark and Databricks jobs anywhere in their data pipelines, remediate failed and long-running-jobs faster, and optimize overprovisioned compute resources to reduce costs. Data Jobs Monitoring immediately surfaces specific jobs that need optimization and reliability improvements while enabling teams to drill down into job execution traces so that they can correlate their job telemetry to their cloud infrastructure for fast debugging. Data Jobs Monitoring helps teams to: Detect job failures and latency spikes: Out-of-the-box alerts immediately notify teams when jobs have failed or are running beyond automatically detected baselines so that they can be addressed before there are negative impacts to the end user experience. Recommended filters surface the most important issues that are impacting job and cluster health, so that they can be prioritized. Pinpoint and resolve erroneous jobs faster: Detailed trace views show teams exactly where a job failed in its execution flow so they have the full context for faster troubleshooting. Multiple job runs can be compared to one another to expedite root cause analysis and identify trends and changes in run duration, Spark performance metrics, cluster utilization and configuration. Identify opportunities for cost savings: Resource utilization and Spark application metrics help teams identify ways to lower compute costs for overprovisioned clusters and optimize inefficient job runs. Data Jobs Monitoring is now generally available. Aankondiging • Jun 18
Datadog, Inc. Launches New App Builder for DevSecOps Teams Datadog, Inc. announced the general availability of Datadog App Builder, a low-code development tool that helps teams rapidly create self-service applications and integrate them securely into their monitoring stacks. These customized apps help accelerate issue remediation at scale by enabling both technical and business users to take action on incidents, all within Datadog. Having separate tools for monitoring and remediation can lead to slower response times and longer downtime for companies. When responding to an issue, teams need reliable, well-maintained tooling that's painless to use and minimizes context switching so that, when an issue arises, responders aren't spending time combing through monitoring data for context, connecting to hosts and other infrastructure resources, or pivoting betweenoles in order to remediate. Datadog App Builder enables the integration of customized, secure and scalable apps directly into teams' monitoring stacks, empowering organizations to take action on observability insights. Teams can also create self-service apps so anyone in the organization can perform remediation tasks quickly and without context switching. The low-code product allows teams to build apps in hours instead of weeks due to its UI components, templates called blueprints, data integrations called connections and support for custom JavaScript code. The connections include Datadog sources like metrics, logs and monitors, 550+ out-of-the-box actions for key tools and platforms (including GitHub, PagerDuty, Jira, CloudFlare, OpenAI and a host of AWS, Azure and GCP services). Recent Insider Transactions • Jun 13
Independent Director recently sold Mex$4.6m worth of stock On the 10th of June, Titi Cole sold around 2k shares on-market at roughly Mex$2,067 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$25m. Insiders have been net sellers, collectively disposing of Mex$956m more than they bought in the last 12 months. Recent Insider Transactions • Jun 09
Co-Founder recently sold Mex$25m worth of stock On the 3rd of June, Olivier Pomel sold around 13k shares on-market at roughly Mex$1,920 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Olivier has been a net seller over the last 12 months, reducing personal holdings by Mex$186m. Buy Or Sell Opportunity • Jun 04
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 14% to Mex$1,925. The fair value is estimated to be Mex$2,532, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 24% per annum over the same time period. Reported Earnings • May 08
First quarter 2024 earnings released: EPS: US$0.13 (vs US$0.075 loss in 1Q 2023) First quarter 2024 results: EPS: US$0.13 (up from US$0.075 loss in 1Q 2023). Revenue: US$611.3m (up 27% from 1Q 2023). Net income: US$42.6m (up US$66.7m from 1Q 2023). Profit margin: 7.0% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Aankondiging • Apr 21
Datadog, Inc., Annual General Meeting, Jun 05, 2024 Datadog, Inc., Annual General Meeting, Jun 05, 2024, at 11:00 US Eastern Standard Time. Agenda: To consider and approve election of Director; to consider and approve ratification of Deloitte and Touche as independent accounting firm; and to consider and approve any other matters. Aankondiging • Apr 17
Datadog, Inc. to Report Q1, 2024 Results on May 07, 2024 Datadog, Inc. announced that they will report Q1, 2024 results Pre-Market on May 07, 2024 Recent Insider Transactions • Mar 08
Co-Founder recently sold Mex$92m worth of stock On the 4th of March, Olivier Pomel sold around 42k shares on-market at roughly Mex$2,182 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Olivier has been a net seller over the last 12 months, reducing personal holdings by Mex$194m. Reported Earnings • Feb 13
Full year 2023 earnings released: EPS: US$0.15 (vs US$0.16 loss in FY 2022) Full year 2023 results: EPS: US$0.15 (up from US$0.16 loss in FY 2022). Revenue: US$2.13b (up 27% from FY 2022). Net income: US$48.6m (up US$98.7m from FY 2022). Profit margin: 2.3% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Board Change • Feb 13
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Titi Cole was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Breakeven Date Change • Feb 11
Forecast breakeven date pushed back to 2024 The 40 analysts covering Datadog previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$60.4m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule. Aankondiging • Feb 06
Datadog, Inc. Welcomes Sara Varni as Chief Marketing Officer Datadog, Inc. announced that Sara Varni is joining as Chief Marketing Officer (CMO), effective immediately. Varni brings more than 15 years of marketing experience centered around enterprise software products—including leadership positions at Attentive, Twilio and Salesforce—to her role at Datadog. Varni was most recently CMO at Attentive. Prior to Attentive, she was CMO at Twilio where she grew the marketing function and helped scale annual company revenue as part of the leadership team. Before joining Twilio, Varni held multiple senior marketing roles at Salesforce. She holds a BS in Business Administration from Bucknell University and an MBA from The Anderson School of Management at UCLA. Aankondiging • Jan 17
Datadog, Inc. to Report Q4, 2023 Results on Feb 13, 2024 Datadog, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 13, 2024 Recent Insider Transactions • Dec 08
Co-Founder recently sold Mex$38m worth of stock On the 4th of December, Olivier Pomel sold around 19k shares on-market at roughly Mex$2,029 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Olivier has been a net seller over the last 12 months, reducing personal holdings by Mex$137m. Reported Earnings • Nov 09
Third quarter 2023 earnings released: EPS: US$0.07 (vs US$0.082 loss in 3Q 2022) Third quarter 2023 results: EPS: US$0.07 (up from US$0.082 loss in 3Q 2022). Revenue: US$547.5m (up 25% from 3Q 2022). Net income: US$22.6m (up US$48.6m from 3Q 2022). Profit margin: 4.1% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Aankondiging • Nov 08
Datadog, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2023 Datadog, Inc. provides earnings guidance for the fourth quarter and Full Year 2023. For the quarter, the company expects Revenue between $564 million and $568 million.For the year the company expects, Revenue between $2.103 billion and $2.107 billion. Breakeven Date Change • Nov 08 The 36 analysts covering Datadog previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$4.11m in 2024. Average annual earnings growth of 0.6% is required to achieve expected profit on schedule.
Buying Opportunity • Oct 30
Now 26% undervalued after recent price drop Over the last 90 days, the stock is down 25%. The fair value is estimated to be Mex$1,986, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 21% in a year. Earnings is forecast to grow by 73% in the next year. Breakeven Date Change • Oct 23
Forecast breakeven date moved forward to 2024 The 38 analysts covering Datadog previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 4.7% to 2023. The company is expected to make a profit of US$2.20m in 2024. Average annual earnings growth of 48% is required to achieve expected profit on schedule. Aankondiging • Oct 18
Datadog, Inc. to Report Q3, 2023 Results on Nov 07, 2023 Datadog, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 07, 2023 Breakeven Date Change • Oct 16
Forecast to breakeven in 2025 The 37 analysts covering Datadog expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$196.4m in 2025. Average annual earnings growth of 50% is required to achieve expected profit on schedule. Buying Opportunity • Sep 15
Now 21% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be Mex$2,108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 21% in a year. Earnings is forecast to grow by 68% in the next year. Recent Insider Transactions • Sep 09
Co-Founder recently sold Mex$31m worth of stock On the 5th of September, Olivier Pomel sold around 19k shares on-market at roughly Mex$1,670 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Olivier has been a net seller over the last 12 months, reducing personal holdings by Mex$119m. Recent Insider Transactions • Aug 16
General Counsel & Secretary recently sold Mex$4.2m worth of stock On the 10th of August, Kerry Acocella sold around 3k shares on-market at roughly Mex$1,514 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$67m. Insiders have been net sellers, collectively disposing of Mex$553m more than they bought in the last 12 months. Aankondiging • Aug 10
Datadog, Inc. Provides Revenue Guidance for the Third Year and Full Year 2023 Datadog, Inc. provided revenue guidance for the third year and full year 2023. For the quarter, the company expect Revenue between $521 million and $525 million.For the period, the company expect Revenue between $2.05 billion and $2.06 billion. New Risk • Aug 10
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risks Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Significant insider selling over the past 3 months (Mex$210m sold). Breakeven Date Change • Aug 09
Forecast breakeven date moved forward to 2024 The 35 analysts covering Datadog previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$1.06m in 2024. Average annual earnings growth of 57% is required to achieve expected profit on schedule. Buying Opportunity • Aug 09
Now 24% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be Mex$2,004, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 23% in a year. Earnings is forecast to grow by 33% in the next year. Reported Earnings • Aug 08
Second quarter 2023 earnings released: US$0.012 loss per share (vs US$0.015 loss in 2Q 2022) Second quarter 2023 results: US$0.012 loss per share (improved from US$0.015 loss in 2Q 2022). Revenue: US$509.5m (up 25% from 2Q 2022). Net loss: US$3.97m (loss narrowed 19% from 2Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. 
