$DDOG (-4.67%)

🔹 Q4 Adj. EPS: $0.49 (Est. $0.44) 🟢

🔹 Q4 Revenue: $738M (Est. $714.54M) 🟢; UP +25% YoY

FY25 Guidance:

🔹 Adj. EPS: $1.65–$1.70 (Est. $1.95) 🔴

🔹 Revenue: $3.18–$3.20B (Est. $3.236B) 🟡

🔹 Adj. Operating Margin: ~20.5%

Q1'25 Outlook:

🔹 Revenue: $737M–$741M (Est. $740.29M) 🟡

🔹 Adj. EPS: $0.41–$0.43 (Est. $0.46) 🔴

🔹 Adj. Operating Margin: ~22%

Q4 Segment & Operational Highlights:

Profitability:

🔹 Non-GAAP Operating Margin: 24%

🔹 Free Cash Flow: $241M; Operating Cash Flow: $265M

Customer Metrics:

🔹 462 customers with $1M+ ARR; UP +17% YoY

🔹 3,610 customers with $100K+ ARR; UP +13% YoY

Product & Strategic Updates:

🔸 Announced Kubernetes Active Remediation for advanced issue management.

🔸 Expanded Database Monitoring to support MongoDB, adding to existing support for Postgres, MySQL, SQL Server, and Oracle.

🔸 Launched a modern Cloud SIEM solution, democratizing security practices without requiring dedicated teams.

🔸 Highlighted AI/ML monitoring capabilities at AWS re:Invent, including serverless and containerized environments.

Shareholder Updates:

🔸 Issued $1B of 0% Convertible Senior Notes due 2029.

Management Commentary:

🔸 CEO Olivier Pomel: "We are proud of our strong 2024 execution with 26% revenue growth and exceptional free cash flow. Looking ahead to 2025, we are excited to continue helping customers tackle complex challenges in modern Observability and Cloud Security.

Datadog has just released its Q4 2024 and full-year financial results, showing continued strong growth and expansion. 

📈 Key Highlights:

✅ Revenue Growth: Q4 revenue surged 25% YoY to $738M, while full-year revenue grew 26% to $2.68B.

✅ Profitability:

GAAP Operating Income: $9M (Q4) | $54M (FY 2024)

Non-GAAP Operating Income: $179M (Q4) | $674M (FY 2024)

GAAP EPS: $0.13 (Q4) | $0.52 (FY 2024)

Non-GAAP EPS: $0.49 (Q4) | $1.82 (FY 2024)

✅ Cash Flow Strength:

Operating Cash Flow: $265M (Q4) | $871M (FY 2024)

Free Cash Flow: $241M (Q4) | $775M (FY 2024)

💡 Customer Growth & Innovation

📌 Customer Base Expansion:

462 customers with $1M+ ARR, a 17% YoY increase

3,610 customers with $100K+ ARR, up 13% YoY

📌 New Innovations:

Launched On-Call for General Availability & Kubernetes Active Remediation

Expanded Cloud SIEM capabilities & MongoDB monitoring

🔮 2025 Outlook & Projections

📅 Q1 2025:

Expected revenue: $737M – $741M

Expected non-GAAP operating income: $162M – $166M

📅 Full-Year 2025:

Expected revenue: $3.175B – $3.195B

Expected non-GAAP operating income: $655M – $675M

⚠️ Additional Insights & Market Considerations

📌 Datadog issued $1B in 0% Convertible Senior Notes due 2029.

📌 Continued investments in AWS monitoring solutions.

📌 Forward-looking statements remain subject to market risks & uncertainties.

🔎 Final Thoughts

Datadog continues to be strong revenue growth, customer expansion, and product innovation. The 2025 outlook remains positive, though macroeconomic conditions and valuation concerns should be considered by investors.

💬 Are you bullish or bearish on $DDOG ? 

𝗧𝗵𝗶𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗽𝗲𝗿𝗳𝗲𝗰𝘁 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗰𝗼𝗽𝘆 𝗺𝗲 𝗼𝗻 𝗲𝗧𝗼𝗿𝗼—𝗱𝗼𝗻’𝘁 𝗺𝗶𝘀𝘀 𝘁𝗵𝗶𝘀 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗼 𝗴𝗿𝗼𝘄 𝗮𝗹𝗼𝗻𝗴𝘀𝗶𝗱𝗲 𝗺𝘆 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.

😎 𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: This is my personal opinion and is for informational purposes only. You should not interpret this information as financial or investment advice. $DDOG (-4.67%)
$AMZN (-2.39%)
$AAPL (+0.26%)
$NVDA (-3.63%)

This morning, Datadog will release its Q4 2024 financial results.

Looking at its recent performance, Datadog has shown strong revenue growth and improving profitability:

✅ Revenue Growth: +27.06% YoY, reaching $690.02M in Q3 2024

✅ Gross Margin: A solid 80%, showcasing strong pricing power

✅ Net Income: +196.83% YoY, hitting $51.70M

✅ Free Cash Flow: +69.03% YoY to $203.60M

💰 Financial Strength & Market Position

🔹 Cash: $337.42M | Debt-to-Equity: 0.76 (low risk)

🔹 Market Cap: $49.40B | 5-Year Return: +213.88%

⚠️ Premium Valuation – High Expectations?

With a P/E of 257.1x, P/S of 19.5x, and P/B of 18.8x, the market is pricing in strong future growth.

👉 Will Datadog’s Q4 earnings justify its valuation, or is the stock at risk of a pullback? 

Are you bullish or bearish on DDOG? 

𝗧𝗵𝗶𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗽𝗲𝗿𝗳𝗲𝗰𝘁 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗰𝗼𝗽𝘆 𝗺𝗲 𝗼𝗻 𝗲𝗧𝗼𝗿𝗼—𝗱𝗼𝗻’𝘁 𝗺𝗶𝘀𝘀 𝘁𝗵𝗶𝘀 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗼 𝗴𝗿𝗼𝘄 𝗮𝗹𝗼𝗻𝗴𝘀𝗶𝗱𝗲 𝗺𝘆 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.

😎 𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: This is my personal opinion and is for informational purposes only. You should not interpret this information as financial or investment advice. $TSLA (-4.32%)
$AMZN (-2.39%)
$DDOG (-4.67%)
$AAPL (+0.26%)
$GOOGL (-2.28%)
$CRWD (-6.19%)

$DDOG (-4.67%) | Datadog Q3 Earnings Highlights

🔹 EPS: $0.57 (Est. $0.40) 🟢

🔹 Revenue: $690M (Est. $665M) 🟢; UP +26% YoY

🔹 Free Cash Flow: $204M (Est. $167M) 🟢

🔹 $100K+ ARR Customers: ~3,490, UP +12% YoY

FY24 Guidance

🔹 Revenue: $2.656B-$2.660B (Est. $2.65B) 😐

🔹 EPS: $1.75-$1.77 (Est. $1.65) 🟢

Q4'24 Guidance

🔹 Revenue: $709M-$713M (Est. $710M) 😐

🔹 EPS: $0.42-$0.44 (Est. $0.40) 😐

Business Highlights

🔹 Named Leader in Gartner Magic Quadrant for Observability Platforms and Digital Experience Monitoring

🔹 Released State of Cloud Security 2024 report, identifying ongoing security risks across cloud platforms

🔹 Launched Datadog Monitoring for Oracle Cloud Infrastructure, expanding multi-cloud