Will Flywl's Real-Time Cloud Integration Shift Datadog's (DDOG) Value Proposition for Enterprises?

• In December 2025, Flywl announced a partnership with Datadog to integrate Flywl's unified marketplace procurement platform, enabling enterprise customers to efficiently manage Datadog usage, costs, and licensing across major cloud providers.
• This collaboration aims to enhance procurement transparency and efficiency by providing real-time insights into Datadog consumption, billing, and capacity, helping organizations better plan renewals and maximize value from cloud investments.
• We'll explore how Flywl's integration of real-time Datadog insights across cloud marketplaces could influence Datadog's broader investment outlook.

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Datadog Investment Narrative Recap

To be a Datadog shareholder, you need to believe in the ongoing shift toward cloud adoption, increased demand for unified observability, and the company’s ability to stay ahead through innovation and partnerships. The Flywl integration reflects a push to bring greater procurement transparency for enterprise customers and aligns well with Datadog’s focus on cross-platform cloud visibility. However, this announcement does not appear to significantly alter the near-term catalyst, continued expansion across multi-cloud environments, and does little to reduce the biggest risk: Datadog’s revenue concentration among its largest AI customers.

Among recent announcements, the rollout of Bits AI SRE stands out, as it supports Datadog’s drive to deepen platform relevance and address the productivity needs of engineering teams. Its reported impact on incident resolution highlights ongoing product innovation, which remains central to Datadog’s effort to broaden adoption and cross-sell into existing accounts, key ingredients for recurring revenue and user retention in the near term.

By contrast, investors should also be aware of revenue volatility risk tied to a handful of major AI-native customers...

Read the full narrative on Datadog (it's free!)

Datadog's outlook anticipates $5.2 billion in revenue and $406.8 million in earnings by 2028. This implies a 19.9% annual revenue growth rate and an increase in earnings of $282 million from the current $124.6 million.

Uncover how Datadog's forecasts yield a $211.97 fair value, a 34% upside to its current price.

Exploring Other Perspectives

Ten members of the Simply Wall St Community place Datadog’s fair value between US$115 and US$211.97, reflecting broad disagreement on future upside. While many see opportunity in Datadog’s innovation, concentrated customer risk could influence performance outcomes, explore the different views and see how they fit your own expectations.

Explore 10 other fair value estimates on Datadog - why the stock might be worth as much as 34% more than the current price!

Build Your Own Datadog Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Datadog research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Datadog research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Datadog's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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