Datadog Inc
F:3QD
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Datadog Inc
F:3QD
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Datadog Inc
Datadog builds monitoring software that helps companies watch their cloud systems, applications, and security signals in one place. Its products collect data from servers, databases, containers, logs, and user activity so engineers can spot outages, slowdowns, and unusual behavior quickly. Customers use it to understand what is happening inside complex software environments without stitching together many separate tools. The company sells access to its software platform, usually on a subscription basis tied to the amount of data customers send in and the features they use. Its main customers are businesses that run modern software in the cloud, especially technology companies, online services, and large enterprises with many applications to manage. Datadog makes money when those customers expand their use of the platform and add more monitoring, logging, security, or performance tools. What makes Datadog different is that it sits in the middle of the software stack as an observability layer. It does not build the customers’ apps or cloud infrastructure; it helps them see how those systems are behaving in real time. That role makes it a core tool for teams that need to keep digital services reliable and understand problems fast.
Datadog builds monitoring software that helps companies watch their cloud systems, applications, and security signals in one place. Its products collect data from servers, databases, containers, logs, and user activity so engineers can spot outages, slowdowns, and unusual behavior quickly. Customers use it to understand what is happening inside complex software environments without stitching together many separate tools.
The company sells access to its software platform, usually on a subscription basis tied to the amount of data customers send in and the features they use. Its main customers are businesses that run modern software in the cloud, especially technology companies, online services, and large enterprises with many applications to manage. Datadog makes money when those customers expand their use of the platform and add more monitoring, logging, security, or performance tools.
What makes Datadog different is that it sits in the middle of the software stack as an observability layer. It does not build the customers’ apps or cloud infrastructure; it helps them see how those systems are behaving in real time. That role makes it a core tool for teams that need to keep digital services reliable and understand problems fast.
Revenue: Datadog reported Q1 revenue of $1.01 billion, up 32% year over year and above the high end of guidance, marking the first quarter above $1 billion.
AI Demand: Management said AI is becoming a real secular growth driver, with strong traction in both AI-native customers and traditional customers adopting AI-related workloads.
Broad-Based Growth: Revenue growth accelerated across the customer base, with non-AI customer revenue growing in the mid-20s percent and churn staying low.
Guidance: Q2 and full-year 2026 guidance were raised/solid, with Q2 revenue expected at $1.07 billion to $1.08 billion and full-year revenue at $4.3 billion to $4.34 billion.
Large Deals: Datadog signed several notable expansions, including two large AI research labs and multiple enterprise wins in banking, recruiting, travel and fintech.
Platform Expansion: Product adoption continued to deepen, with more customers using multiple products and new launches such as GPU monitoring, MCP server, Bits AI tools and cloud-prem offerings.
Management
Alexis Le-Quoc is a co-founder and the Chief Technology Officer (CTO) of Datadog Inc., a leading monitoring and analytics platform for developers, IT operations teams, and business users in the cloud age. With his technical expertise and vision, Alexis has played a significant role in guiding Datadog's product strategy and development. Prior to founding Datadog in 2010, Alexis gathered valuable experience in the tech industry, working in various engineering roles that honed his skills in infrastructure and systems development. He served at large tech firms such as IBM, where he focused on developing solutions that improved system reliability and scalability. This background laid the groundwork for his innovative approach at Datadog. Under his leadership, Datadog has grown into a prominent company that provides end-to-end monitoring capabilities, aiding businesses in transforming and managing their technology ecosystems. Alexis’s work has been instrumental in empowering organizations with actionable insights, improving the reliability and performance of their operations. Le-Quoc's contributions have not only fostered Datadog’s growth but also earned him recognition as a leading figure in the technology community, particularly in areas related to cloud services, monitoring, and data analytics.
Prior to founding Datadog in 2010, Alexis gathered valuable experience in the tech industry, working in various engineering roles that honed his skills in infrastructure and systems development. He served at large tech firms such as IBM, where he focused on developing solutions that improved system reliability and scalability. This background laid the groundwork for his innovative approach at Datadog.
Under his leadership, Datadog has grown into a prominent company that provides end-to-end monitoring capabilities, aiding businesses in transforming and managing their technology ecosystems. Alexis’s work has been instrumental in empowering organizations with actionable insights, improving the reliability and performance of their operations.
Le-Quoc's contributions have not only fostered Datadog’s growth but also earned him recognition as a leading figure in the technology community, particularly in areas related to cloud services, monitoring, and data analytics.
David M. Obstler is an accomplished financial executive known for his role as the Chief Financial Officer (CFO) of Datadog, Inc., a leading monitoring and analytics platform for developers, IT operations teams, and business users in the cloud age. Obstler joined Datadog in 2018, bringing with him a wealth of experience in financial management, strategic planning, and investor relations. Before joining Datadog, Obstler held significant positions as CFO in various technology-related companies. He served as the CFO at TravelClick, where he contributed to the company’s growth and eventual acquisition by Amadeus IT Group. His career also includes serving as the CFO of OpenLink Financial, MSCI Inc., RiskMetrics Group, and Pinnacor. These roles highlighted his capacity in managing financial operations during periods of substantial growth and transformation. Obstler is also known for his expertise in guiding companies through public offerings and mergers. His strong background in financial strategy and operations has been integral to his roles across diverse organizations. His educational credentials include a Bachelor of Arts degree from Yale University and an MBA from Harvard Business School. At Datadog, Obstler has played a critical role in scaling the financial operations to support the company's rapid expansion and its transition into a publicly traded entity. His leadership in financial strategy has been vital to Datadog's success in the competitive cloud monitoring and security market.
Before joining Datadog, Obstler held significant positions as CFO in various technology-related companies. He served as the CFO at TravelClick, where he contributed to the company’s growth and eventual acquisition by Amadeus IT Group. His career also includes serving as the CFO of OpenLink Financial, MSCI Inc., RiskMetrics Group, and Pinnacor. These roles highlighted his capacity in managing financial operations during periods of substantial growth and transformation.
Obstler is also known for his expertise in guiding companies through public offerings and mergers. His strong background in financial strategy and operations has been integral to his roles across diverse organizations. His educational credentials include a Bachelor of Arts degree from Yale University and an MBA from Harvard Business School.
At Datadog, Obstler has played a critical role in scaling the financial operations to support the company's rapid expansion and its transition into a publicly traded entity. His leadership in financial strategy has been vital to Datadog's success in the competitive cloud monitoring and security market.
Adam Blitzer is a notable executive known for his work in the tech industry, specifically in cloud and analytics platforms. As of 2021, he joined Datadog, Inc., a leading monitoring and security platform for cloud applications, as the Chief Operating Officer (COO). In his role as COO, Blitzer is responsible for overseeing Datadog’s go-to-market strategy, which includes sales, marketing, and customer experience. Before joining Datadog, Adam Blitzer held significant roles at Salesforce, where he was Executive Vice President and General Manager of Digital, responsible for the development and marketing of various key product lines. His career also includes co-founding Pardot, a marketing automation software company, which was later acquired by ExactTarget, and subsequently by Salesforce. With a deep expertise in scaling businesses and driving growth, Blitzer brings valuable experience in SaaS and enterprise operations to his role at Datadog. Blitzer's leadership style is often described as customer-focused and data-driven, with a strong emphasis on building cohesive teams and fostering innovation. He holds a strong educational foundation with a Bachelor of Arts degree in Public Policy from Duke University.
Before joining Datadog, Adam Blitzer held significant roles at Salesforce, where he was Executive Vice President and General Manager of Digital, responsible for the development and marketing of various key product lines. His career also includes co-founding Pardot, a marketing automation software company, which was later acquired by ExactTarget, and subsequently by Salesforce. With a deep expertise in scaling businesses and driving growth, Blitzer brings valuable experience in SaaS and enterprise operations to his role at Datadog.
Blitzer's leadership style is often described as customer-focused and data-driven, with a strong emphasis on building cohesive teams and fostering innovation. He holds a strong educational foundation with a Bachelor of Arts degree in Public Policy from Duke University.
Kerry S. Acocella, J.D., serves as the General Counsel, Corporate Secretary, and Chief Compliance Officer at Datadog, Inc. In her role, she oversees the company's legal, corporate governance, and compliance functions. With a strong background in law, she plays a crucial part in guiding the company through legal and regulatory challenges, supporting business operations, and advising the executive team on legal matters. Before joining Datadog, Acocella held significant legal positions at other companies, which equipped her with the experience and expertise necessary to lead Datadog's legal and compliance affairs. Her legal credentials and leadership skills contribute significantly to the company's strategic decision-making and risk management.
Sara Varni is an accomplished business executive known for her leadership in the technology industry. She is the Chief Marketing Officer (CMO) at Datadog Inc., a role in which she is responsible for overseeing the company's global marketing strategy and initiatives. Before joining Datadog, Varni held significant positions at Salesforce, where she spent over a decade and advanced to the role of Senior Vice President of Marketing for Sales Cloud. During her tenure at Salesforce, she played a crucial role in driving growth and establishing the company's brand presence within the enterprise software market. Varni's expertise lies in developing innovative marketing strategies that resonate with both technical and non-technical audiences. She holds a bachelor's degree from Georgetown University and an MBA from the Wharton School of the University of Pennsylvania. Her career is marked by a strong focus on customer engagement and a deep understanding of cloud-based technologies.
David C. Galloreese is a senior executive at Datadog, Inc., where he serves as the Chief People Officer. In his role, Galloreese is responsible for overseeing the company's human resources (HR) strategy, talent management, and organizational culture, contributing to Datadog's growth and employee engagement. Prior to joining Datadog, he held significant leadership positions, such as being a senior executive in HR at Wells Fargo, where he garnered extensive experience in workforce development, diversity initiatives, and leadership training. Galloreese is known for his expertise in driving organizational transformation and creating inclusive work environments that attract and retain top talent. His leadership in people strategy plays a key role in supporting Datadog's mission and sustaining its competitive advantage in the tech industry.
Dr. Yanbing Li is a prominent technology executive with a strong background in engineering and leadership roles in the software industry. She serves as the Senior Vice President of Engineering at Datadog Inc., where she is responsible for overseeing the engineering team and driving innovation in the company's product offerings. Dr. Li has extensive experience in managing large-scale engineering organizations and delivering high-quality software products. Before joining Datadog, she held significant leadership positions at companies such as Google Cloud, where she was Vice President of Engineering. In this role, she managed the development of Google Cloud’s infrastructure software and contributed to the division’s strategic growth. Prior to her tenure at Google, Dr. Li spent many years at VMware, holding various leadership roles and ultimately becoming the Senior Vice President and General Manager of the company's Storage and Availability Business Unit. Dr. Li holds a Ph.D. in Electrical Engineering and Computer Science from Princeton University, as well as a Bachelor’s degree in Electrical Engineering with a minor in Business from Tsinghua University. Her academic background and extensive industry experience have made her a respected leader in the technology space, particularly in cloud computing and infrastructure software.
Before joining Datadog, she held significant leadership positions at companies such as Google Cloud, where she was Vice President of Engineering. In this role, she managed the development of Google Cloud’s infrastructure software and contributed to the division’s strategic growth. Prior to her tenure at Google, Dr. Li spent many years at VMware, holding various leadership roles and ultimately becoming the Senior Vice President and General Manager of the company's Storage and Availability Business Unit.
Dr. Li holds a Ph.D. in Electrical Engineering and Computer Science from Princeton University, as well as a Bachelor’s degree in Electrical Engineering with a minor in Business from Tsinghua University. Her academic background and extensive industry experience have made her a respected leader in the technology space, particularly in cloud computing and infrastructure software.
