Datadog, Inc. (NASDAQ:DDOG) UBS Global Technology and AI Conference December 3, 2024 10:55 AM ET Company Participants David Obstler - CFO Conference Call Participants Karl Keirstead - UBS Karl Keirstead Karl Keirstead, covering the software space. This is actually my first time on stage to kick off this year's tech AI conference. So I want to take the occasion to thank all of you for coming. I was telling David earlier that attendance at this year's event is up 45%, 50%. I don't think my career I've ever s ...

公司信息 * **公司名称**：Datadog, Inc. (NASDAQ:DDOG) * **会议时间**：2024年12月3日 上午10:55 ET * **参会人员**： * David Obstler - CFO * Karl Keirstead - UBS * 其他UBS全球科技和AI会议参与者 核心观点和论据 * **市场环境**： * 第三季度以来，市场环境持续改善，数字项目支出和购买活动稳定。 * 企业部门表现稳健，净保留率和购买活动处于较高水平。 * 小型企业部门表现稳定，但增长速度较慢。 * **AI原生客户**： * AI原生客户占比从一年前的2.5%增长到6%，增长迅速。 * 预计AI原生客户将在合同续签时寻求更好的定价或优化支出。 * AI原生客户的风险特征是广泛且集中的。 * AI原生客户通常使用Datadog进行工作负载和应用程序的监控。 * **AI产品**： * Datadog正在开发AI产品，例如LLM可观察性和LLM监控。 * 这些产品旨在帮助客户监控和诊断AI应用程序。 * Datadog平台本身也在逐步集成大型语言模型和聊天功能。 * **定价**： * Datadog采用承诺模式，客户购买平台信用额度。 * 公司正在采取措施帮助客户优化使用Datadog，例如提供容量规划和定价建议。 * **竞争**： * Datadog与AWS等超大规模云服务提供商建立了合作关系。 * 这种合作关系有助于Datadog在多云环境中提供可观察性服务。 * **销售和营销**： * Datadog计划增加销售和营销支出，以扩大其市场份额。 * 公司预计这些投资将带来长期回报。 其他重要内容 * **印度市场**： * Datadog在印度市场面临来自APM公司、开源工具和云原生工具的竞争。 * 公司正在扩大其在印度的销售团队。 * **美国联邦政府**： * Datadog在美国联邦政府的收入占比很低。 * 公司认为，政府IT基础设施的现代化将有助于其业务增长。 总结 Datadog在2024年12月3日的电话会议中讨论了其市场环境、AI原生客户、AI产品、定价、竞争、销售和营销以及其他重要内容。公司对市场环境持乐观态度，并正在积极投资于AI和销售和营销领域。

Customers like AppFolio, Cash App and andsafe leverage Datadog to monitor their AWS environments LAS VEGAS, Dec. 2, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at AWS re:Invent highlighted its continued investment in its Amazon Web Services (AWS) monitoring product portfolio, which covers all aspects of a customers' tech stack, including AI/ML applications as well as serverless and containerized environments. Customers like AppFolio, ...

Datadog's Cloud SIEM leverages modern architectures and machine learning to ensure organizations can meet their security goals without the limitations of outdated systemsNEW YORK, Dec. 2, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced its modern approach to Cloud SIEM, which doesn't require dedicated staff or specialized teams to activate the solution. This approach makes it easy for teams to onboard, de-risk migrations and dem ...

Datadog Database Monitoring provides deep and dedicated observability for the five most popular database typesNEW YORK, Dec. 2, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today unveiled that its Database Monitoring product now observes MongoDB databases. With today's announcement, Datadog Database Monitoring supports the five most popular database types—MongoDB, Postgres, MySQL, SQL Server and Oracle.Traditional monitoring tools typically ...

Big Data refers to vast and diverse collections of structured, unstructured and semi-structured data that inundate businesses on a day-to-day basis. It encompasses the volume of information spurred by digital technology advancements, the velocity or speed at which it is created and collected, and the variety or scope of the data points being covered (known as the "three V's" of Big Data). Over the past few years, three additional V's have gained precedence - value, variability and veracity.The big data spac ...

文章核心观点 - 高盛将人工智能（AI）繁荣分为几个不同阶段，目前正处于从基础设施公司转向软件公司的过渡期 [1][2] - Datadog作为AI软件领域的领导者，受益于AI繁荣，其LLM Observability软件已显示出早期牵引力 [2][3][4][5][6][7][8] - Datadog的财务表现强劲，客户数量和平均支出均有所增长，AI相关收入占比提升 [6][7][8] - Datadog的净收入保留率持续在110%以上，表明现有客户支出增长加速 [9] - Datadog股票估值较高，但长期增长潜力大，投资者应考虑在回调时增持 [10][11] 高盛对AI繁荣的阶段划分 - 第一阶段围绕半导体公司Nvidia [1] - 第二阶段围绕基础设施公司如Microsoft和Amazon [1] - 第三阶段围绕软件公司 [1] 高盛分析师观点 - 对冲基金经理在第三季度开始转向AI软件股票 [2] - 现在是开始建立AI软件股票头寸的好时机 [2] Datadog公司概况 - Datadog专注于可观测性软件，提供约24种产品帮助企业监控和分析应用及基础设施性能问题 [3] - Datadog的平台基于AI引擎，自动化处理警报、洞察和根本原因分析 [3] Datadog的市场地位 - Datadog通过单一平台整合支出，简化多供应商工具集成，成为可观测性软件领导者 [4] - Forrester Research认可Datadog在IT运营AI领域的领导地位 [4] Datadog的业务驱动因素 - 随着计算环境复杂性增加，企业对可观测性软件的需求上升，云迁移和AI普及是Datadog的顺风 [5] - Datadog今年推出了LLM Observability，一套针对生成式AI应用的基础设施和大语言模型性能监控工具 [5] Datadog的财务表现 - 第三季度财务表现强劲，客户数量增加9%至29,200，现有客户平均支出增长超过10% [6][7] - 收入增长26%至6.9亿美元，调整后每股收益增长27%至0.46美元 [7] Datadog的AI相关进展 - CEO Olivier Pomel表示LLM Observability产品已显示出早期牵引力 [8] - AI公司占年度订阅收入的6%，高于上一季度的4%和去年的不到3% [8] Datadog的客户保留率 - 净收入保留率连续五个季度保持在110%以上，具体在111%至119%之间 [9] - CFO David Obstler表示收入保留率呈上升趋势，现有客户支出增长加速 [9] Datadog的股票估值 - 华尔街分析师预计Datadog调整后收益将每年增长50%至2026年 [10] - 当前估值为调整后收益的150倍，看起来较贵 [10] - 投资者应考虑在股价回调时增持 [11]

Cyber Monday is a major marketing event on the first Monday after Thanksgiving Day in the United States. Online retailers usually offer special promotions, discounts, and sales on this day as brick-and-mortar stores do on Black Friday.In the United States, Cyber Monday is the second-biggest shopping day and the biggest day for online sales. This year, the event falls on Dec 2. However, an online network can run efficiently if its security measures remain rock solid.  In this regard, we recommend three cyber ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

The proliferation of artificial intelligence (AI) is having a positive effect on multiple industries, and cloud computing is one of the markets where the adoption of this technology is helping companies mint a lot of money.From hardware suppliers such as Nvidia, whose chips are being used by cloud service providers (CSPs) to train AI models, to Oracle, whose infrastructure is being rented by companies to train models and deploy AI applications, several tech companies have seen a nice lift in their revenue b ...