Datadog, Inc. (NASDAQ:DDOG ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 1:30 PM EDT Company Participants David Obstler - Chief Financial Officer Conference Call Participants Fatima Boolani - Citigroup Inc., Research Division Presentation Fatima Boolani Director & Co-Head of Software Research At our afternoon slump off is a conversation with Datadog really thrilled to have David Obstler, CFO of Datadog, on stage with me. Thank you for being here.
Datadog (DDOG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Datadog just reported a quarter in which it delivered an impressive growth inflection, accelerating revenue and raising guidance, yet shares remain under pressure due to negative sentiment and macro fears. AI observability is a massive, underappreciated tailwind for Datadog; its solutions are foundational for monitoring generative AI and LLM deployments across enterprises. Valuation is now far less of an outlier at 12x EV/S, with strong free cash flow and margin expansion likely as new AI-driven products gain traction and opex growth moderates.
Shares of cloud monitoring and security services firm Datadog Inc. NASDAQ: DDOG have been on a rollercoaster ride this year. They declined sharply between February and April before rising again through late July.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Datadog, Inc. (NASDAQ:DDOG ) KeyBanc Capital Markets Technology Leadership Forum Conference August 12, 2025 1:00 PM ET Company Participants David M. Obstler - Chief Financial Officer Conference Call Participants Unidentified Analyst All right.
Zacks.com users have recently been watching Datadog (DDOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
DDOG's Q2 momentum is fueled by soaring AI-native revenues, high-value customer gains and rapid security product growth.
While the top- and bottom-line numbers for Datadog (DDOG) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
DDOG tops second-quarter estimates with 28% revenue growth, a higher big-customer count and upbeat guidance for the third quarter and full-year 2025.
Datadog, Inc. (NASDAQ:DDOG ) Q2 2025 Earnings Conference Call August 7, 2025 8:00 AM ET Company Participants David M. Obstler - Chief Financial Officer Olivier Pomel - Co-Founder, CEO & Director Yuka Broderick - Corporate Participant Investor Relations - Corporate Participant Conference Call Participants Andrew Lodovico DeGasperi - BNP Paribas Exane, Research Division Brent John Thill - Jefferies LLC, Research Division Jacob Roberge - William Blair & Company L.L.C.
Datadog (DDOG) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.43 per share a year ago.