Datadog, Inc.
"Achieved 'In Process' authorization for GovRAMP High."
Business LinesObservability Platform
Key Metrics
ARR, Customers with >$100k ARR
Growth Driver
Platform Expansion (Security, DevEx)
Advantage
Unified Platform & User Experience
Use Case Solved
Cloud Monitoring & Observability
Market Position
Leader in Observability
Quantified Position
29,000+ customers
Infrastructure Monitoring
Key Metrics
Module Adoption Rate
Growth Driver
Core monitoring of servers, containers
Advantage
Breadth of integrations
Use Case Solved
Real-time visibility into infrastructure
Market Position
Core offering
Quantified Position
Foundation of the platform
APM (Application Performance Monitoring)
Key Metrics
Module Adoption Rate
Growth Driver
Monitoring application code performance
Advantage
Integrated with infrastructure and logs
Use Case Solved
Troubleshooting and optimizing applications
Market Position
Key growth vector
Quantified Position
TBD
Log Management
Key Metrics
Module Adoption Rate
Growth Driver
Centralizing logs for analysis
Advantage
Unified with metrics and traces
Use Case Solved
Log aggregation and analysis
Market Position
Third pillar of observability
Quantified Position
TBD
Fcf Yield Pct
1.6
Next Year Revenue Growth Pct
26
Subscription Revenue Pct
>95%
Marketing And Sales Pct
~50%
Capex Pct
~5-10%
Single Point Of Failure
Failure to integrate new monitoring services.
Insider Ownership Pct
7.70%
Gross Margin Pct T T M
79.90%