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ISIN: US23804L1035
Ticker: DDOG
US23804L1035
DDOG

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29
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Aktien Stammtisch
@Aktien_Stammtisch
1Sem.·

Datadog Q4 Earnings Highlights:

$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.

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Jorge S.
@Diefor
1Sem.·

🚀 Datadog Q4 2024 Earnings – Strong Growth & Positive Outlook 📊

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 %)

2
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Jorge S.
@Diefor
1Sem.·

🚀 $DDOG Q4 2024 Earnings Incoming – What to Expect! 📊

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 %)

2
8 Commentaires
The W.@Watchman666
1Sem.
-7% premarket
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Techaktien
@Techaktien
2Sem.·

Palantir soon 16-bagger in my depot. I will continue to hold. How much % are you up now?

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7 Commentaires
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SemiGrowth@SemiGrowth
2Sem.
I am the one from the meme
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Techaktien
@Techaktien
2Sem.·

Palantir almost 14-bagger for me after only 2 years. How much % are you up?

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173
45 Commentaires
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SatoshiRuffy@SathosiRuffy
2Sem.
Crazy! 11,000 invested and a return of €136,000, you have to let that melt in your mouth. Congratulations 🚀
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Techaktien
@Techaktien
2Sem.·

Palantir +15% after very good quarterly figures. New all-time high and 13-bagger now in my portfolio.

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14 Commentaires
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Alexxela@Alexxela
2Sem.
I sold at 59 in mid-November, as it was supposed to go down according to my high-caliber chart analysis 🤦🤦🤦
And since then I've been waiting for a setback to get back in...
And in mid-January I thought it would fall further ...
Well, bad luck for me - congratulations to everyone who held on 🚀
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Aktien Stammtisch
@Aktien_Stammtisch
3Sem.·

Bernstein emphasizes the potential of DeepSeek to accelerate the adoption of AI, especially for vendors...

... of infrastructure software.


The low cost of training and inference of the new model could trigger a new wave of AI adoption by improving the economics of AI projects and thus enabling wider use.


Increasing demand through lower costs:


DeepSeek's model offers superior inference performance at a disruptively low cost, which is expected to increase demand for AI solutions.

Bernstein points to previous examples, such as OpenAI's 4o-mini model, which promised lower prices with higher quality and increased usage by 50% within a quarter. Such effects could also occur again with DeepSeek.


Winners at the software infrastructure level:


Despite lower computational intensity, higher demand leads to opportunities for software vendors that provide the infrastructure for AI projects. This includes areas such as:

Data infrastructure (e.g. Confluent $CFLT (-5,23 %) )

Identity management (e.g. Okta $OKTA (-1,66 %) )

Observability tools (e.g. Datadog $DDOG (-4,67 %) )

Communication technology (e.g. Twilio $TWLO (-2,53 %) )

Browser integration and delivery (e.g. Cloudflare $NET (-2,1 %) )

Platforms for service desk AI projects (e.g. ServiceNow $NOW (-2,3 %) ) could also benefit, especially if they introduce a consumption-based pricing model that covers inference costs.

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ThemenmitKopf
@topicswithhead
3Mo·

Datadog Q3 2024 $DDOG (-4,67 %)


Financial results

  • Revenue: Datadog reported revenue of $690 million in Q3 2024, an increase of 26% compared to the same period last year.
  • Net income: GAAP net income was $51.7 million, compared to $22.6 million in the third quarter of 2023.
  • Non-GAAP net income: Non-GAAP net income amounted to USD 165.7 million.


Balance sheet overview

  • Total assets: As of September 30, 2024, total assets were $4.63 billion, compared to $3.94 billion at the end of 2023.
  • Total liabilities: Total liabilities were US$2.00 billion.
  • Equity: Equity increased from USD 2.03 billion to USD 2.63 billion.


Details of the income statement

  • Operating income: GAAP operating income was $20 million, representing a GAAP operating margin of 3%.
  • Non-GAAP operating income: Non-GAAP operating income was $173 million, with a non-GAAP operating margin of 25%.


Cash flow overview

  • Operating cash flow: Net cash flow from operating activities amounted to USD 228.7 million in the third quarter of 2024.
  • Free cash flow: Free cash flow amounted to USD 203.6 million, which corresponds to a free cash flow margin of 30%.


Key figures and profitability metrics

  • Free cash flow margin: This increased year-on-year from 25% to 30%.
  • Non-GAAP net income margin: Non-GAAP net income per diluted share was USD 0.46.


Segment information

  • Customer growth: The number of customers with an annual revenue volume (ARR) of USD 100,000 or more increased by 12% to around 3,490.


Competitive position

Datadog was recognized as a Leader in Observability Platforms and Digital Experience Monitoring in the 2024 Gartner Magic Quadrant.

Management forecasts and comments

Management emphasized the strong growth with larger customers and the expansion of platform functions.


Risks and opportunities

  • Risks: Competition, potential security breaches and rapid technological change represent potential risks.
  • Opportunities: Growth opportunities exist in the expansion of cloud applications and digital transformation.


Summary of the results


Strong elements

  • Significant revenue growth of 26% year-on-year
  • Increase in the number of valuable customers with high ARR
  • Strong improvement in free cash flow margin
  • Recognition as a leading provider in relevant industry reports
  • Solid increase in equity


Weak elements

  • Low GAAP operating margin of only 3%
  • High share-based remuneration expenses weigh on net result
  • Continued competitive pressure and rapid technological changes as risks
  • Potential impact of global tax environment on future tax rates
  • High amortization of acquired intangible assets
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3 Commentaires
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Krush82@Krush82
3Mo
what a pity, sweet little wauzi
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Aktien Stammtisch
@Aktien_Stammtisch
3Mo·

$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

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Aktien Stammtisch
@Aktien_Stammtisch
3Mo·
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3 Commentaires
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dOk@doks
3Mo
I'm really curious about the results of $LCID
Last week we saw billions of dollars invested by Arabs, so I really expect a turnaround today, don't you say?
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