Datadog: Growth Triad Still Holds Strong, AI Expansion, TAM, And Profitability
DDOGDatadog(DDOG) Seeking Alpha·2024-06-15 12:09

Monty Rakusen Investment Thesis AI has been the coolest thing to talk about during conference calls through last year as companies vie for investor attention and capital in one of the hottest phases of technology in the longest time. According to FactSet, AI was discussed at least 177 times across earnings calls, reaching its peak in 2023 during Q2 last year. This year created a new record as companies discussed AI almost 200 times across conference calls, according to FactSet. That does not necessarily tra ...