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Datadog's (DDOG) continued ability to capture market share in the growing observability and application performance monitoring sectors has prompted investors to reassess the company's potential as a long-term investment even though the stock has underperformed its sector in the past year. The stock has returned 23.7% in the past year compared with the Zacks Computer and Technology sector's growth of 32.5%. The platform's ability to provide unified insights across cloud environments gives it an edge over com ...

For Immediate Releases Chicago, IL – August 27, 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Datadog Inc. (DDOG) , Uber Technologies Inc. (UBER) and ACV Auctions Inc. (ACVA) . Here are highlights from Tuesday's Analyst Blog: Buy 3 Internet-Centric Stocks for Stellar Returns in Rate-Cut Scenario Last week, at t ...

Datadog stock is in an uncertain position. 2024 has not gone well for Datadog (DDOG -1.16%). The data-monitoring company offers value to the IT community, and it continues to attract more customers. Still, the stock has struggled to break out of a trading range in recent months, and has fallen by about 6% since the beginning of the year. Such price action may leave investors wondering how to approach the software-as-a-service (SaaS) stock. Does this stagnation signal a buying opportunity in Datadog, or shou ...

Positioned based on its Ability to Execute and Completeness of Vision NEW YORK, Aug. 14, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced it has been named a Leader in the Gartner Magic Quadrant for Observability Platforms, 2024. This is the fourth consecutive year Gartner has positioned Datadog as a Leader in the Magic Quadrant. The Gartner Magic Quadrant for Observability Platforms, formerly known as the Gartner Magic Quadrant ...

会议主要讨论的核心内容 公司发展历程 - 公司从基础设施监控产品起步，后续陆续推出应用性能监控(APM)、日志管理等产品，形成了监控和安全的产品矩阵 [6] - 公司正在向云服务管理领域拓展，未来可能会涉及事件管理、工作流等领域 [8][9] 行业整合与公司定位 - 行业整合仍处于早期阶段，公司有望继续保持市场份额领先地位 [11][13] - 公司正在成为DevOps领域的整合者和市场份额领导者 [15][20] 客户需求变化 - 大客户(5000人以上)的需求恢复较快，增长超过中小企业 [24][25][27] - 大客户更倾向于长期提交和灵活使用公司产品 [29][31] - 中小企业需求相对稳定，增长水平与前几个季度持平 [47][48][49] 产品发展与战略 - 基础设施监控仍是公司最大业务，增长保持稳定 [79][80][81] - 安全产品目前主要通过DevOps渠道销售，未来可能需要调整销售策略 [83][90][91][92] - 公司正在积极布局人工智能监控领域，目前收入占比较小但增长迅速 [61][62][63][64][65] 问答环节重要的提问和回答 客户需求变化 - 大客户和中小企业的需求变化情况 [23][24][25][26][27][47][48][49] - 客户是否更愿意超出承诺额度进行支出 [33][34][35][36][37][38] 公司业务发展 - 公司产品线的发展历程和未来规划 [6][7][8][9] - 行业整合的进度及公司的定位 [10][11][12][13][14][15] - 人工智能监控业务的现状及未来发展 [61][62][63][64][65][66][67][68][69][70] - 安全产品的发展情况及未来规划 [83][84][85][86][87][88][89][90][91][92] 财务指标分析 - 毛利率的变动因素及未来趋势 [71][72][73] - 客户续订率(NRR)的驱动因素 [52][53][54][55][56][57][58][59][60] - 公司与云服务商的合作关系及其对公司业务的影响 [74][75][76][77][78]

U.S. stock markets regained momentum after facing a setback in the first week of August. Prior to that, U.S. stock markets witnessed an impressive 19-month rally. Wall Street's bull run has got an added boost this year, to the surprise of a large section of financial pandits, who indiscriminately warned of overvaluation. However, the rally was predominantly driven by the technology sector. A massive adoption of the generative artificial intelligence (AI) technology across the world has skyrocketed AI-centri ...

Datadog (DDOG) reported second-quarter 2024 non-GAAP earnings per share (EPS) of 43 cents, which increased 19.4% from the year-ago quarter and beat the Zacks Consensus Estimate by 22.86%. The company's net revenues of $645.28 million rose 26.7% year over year and beat the Zacks Consensus Estimate by 3.62%. Quarter Details The company ended the quarter with 28,700 customers, up from 26,100 in the prior-year period. In the second quarter, Datadog had 3,390 customers with an annual run rate (ARR) of $100,000 o ...

yucelyilmaz/iStock via Getty Images For the entirety of its life as a public company, Datadog (NASDAQ:DDOG) has only ever been one type of stock: "high quality for a high price." This Wall Street darling has been one of the few companies to rarely crack, as it continues to print gravity-defying revenue growth each quarter that shows barely any deceleration. For these merits, Datadog has consistently maintained a very high valuation multiple. But the key question for investors amid the current market correct ...

客户情况 - 公司拥有约28,700名客户,较去年同期增加约2,600名[135] - 公司约87%的年度经常性收入来自于3,390名年度经常性收入超过10万美元的客户[137] - 公司的客户续订率为中120%左右,较去年同期有所下降,主要由于现有客户的使用增长放缓,可能与宏观经济环境不确定性有关[138] - 公司约83%的客户使用了多于一种产品,约49%的客户使用了4种以上产品,约25%的客户使用了6种以上产品,约11%的客户使用了8种以上产品,表明产品的跨平台使用情况良好[140] 国际市场拓展 - 公司来自北美以外地区的收入约占总收入的30%,公司正在加大在EMEA和APAC地区的投资力度以拓展国际市场[142] 收入结构 - 公司的订阅收入主要来自于月度、年度或多年期的订阅协议,其中年度订阅协议占主要部分,同时客户也可以选择按使用量付费的订阅方式[143] 毛利率波动 - 公司的毛利率可能会受到基础设施投入时间和规模的影响而出现波动[149] 财务数据 - 收入增长27%，达到12.57亿美元[180] - 毛利率增加1个百分点至81%[167] - 研发投入增加15%，达到2.75亿美元[169] - 销售和营销投入增加27%，达到1.87亿美元[172] - 其他收益净额增加67%，达到3,518万美元[177] - 现有客户贡献了75%的收入增长，新客户贡献了25%[181] - 第三方云基础设施和软件成本增加1,470万美元，人员成本增加530万美元[167] - 研发人员成本增加3,030万美元，云基础设施投入增加510万美元[170] - 销售人员成本增加2,250万美元，广告营销投入增加1,630万美元[173] - 管理人员成本增加260万美元，坏账准备增加130万美元[176] - 营业收入占比为29%和30%[190] - 销售和营销费用增加6850万美元，增长23%[190] - 一般及行政费用增加790万美元，增长9%[192][193] - 其他收益净额增加3372万美元，增长95%[194][195] - 经营活动产生的现金流量净额增加8970万美元[199][200] - 投资活动产生的现金流量净额减少4540万美元[201] - 自由现金流为3.31亿美元[204] - 现金及现金等价物为4.11亿美元，有价证券为25亿美元[196] 财务状况 - 公司认为现有现金及现金等价物、有价证券和经营活动产生的现金流量足以满足未来12个月及以后的现金需求[196] - 外汇风险方面，汇率变动10%不会对公司产生重大影响[211]