Latest news with #FlexLogs
Scoop
13-06-2025
- Business
- Scoop
Datadog Expands Log Management Offering With New Long-Term Retention, Search And Data Residency Capabilities
Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at DASH announced new capabilities in its log management suite, which are designed to help organisations optimise logging costs at scale and meet the stringent data retention, auditability and data residency requirements of regulated industries. Logs are critical for threat detection, incident response and audit trails. However, lack of flexibility, high costs and data retention limitations remain roadblocks for security and compliance teams. Financial services, healthcare and insurance companies face similar challenges, having to comply with regulations and maintain full control over sensitive operational data, including their logs. Likewise, organisations operating under regional data residency laws or internal security policies are often required to store data within controlled environments, whether on-premises or in-region cloud infrastructure. These organisations need to remain compliant while having a scalable and efficient log management strategy. Traditional solutions, however, often introduce high costs, operational overhead and fragmented workflows. At its DASH conference in 2023, Datadog launched Flex Logs, which has since become one of its fastest-growing products. Flex Logs decouples the costs of log storage from the costs of querying. It provides both short- and long-term log retention for a nominal monthly fee without sacrificing visibility, enabling streamlined correlation between all of an organisation's logs, metrics and traces. To help companies meet data residency regulations, policies and preferences—while further optimising cost and efficiency—Datadog has launched new log management capabilities that build on the foundation set by Flex Logs. Datadog's latest enhancements enable organisations to support modern SIEM and security workflows while maintaining full visibility, cost consciousness and operational efficiency: Archive Search queries logs from customer-owned cold storage without requiring re-indexing. Archived logs can be searched the same way as logs under retention in the Log Explorer without introducing new tools or extra training. Datadog keeps the user experience consistent, regardless of the age of logs. Flex Frozen is a new storage tier extending log retention to over seven years, eliminating the need for managing and securing external archives. Built for audit-heavy, compliance-driven environments, Flex Frozen simplifies data retention by keeping logs inside Datadog in order to reduce overhead, simplify reporting and analytics, and improve accessibility. CloudPrem enables enterprises to deploy Datadog's indexing and search capabilities within their own infrastructure. Whether it's due to regional data residency laws or internal compliance mandates, customers can now keep their logs local—while continuing to use the Datadog UI and workflows they trust. 'As compliance standards grow more complex and global data regulations tighten, organisations face mounting pressure to retain log data longer, search it faster and keep it where it belongs,' said Michael Whetten, VP of Product at Datadog. 'With today's launches, Datadog makes it easier to manage logs, control their costs and stay compliant without sacrificing performance, accessibility or the user experience.'
Associated Press
10-06-2025
- Business
- Associated Press
Datadog Expands Log Management Offering with New Long-Term Retention, Search and Data Residency Capabilities
Flex Frozen, Archive Search and CloudPrem help teams optimize logging costs and meet data security, retention and residency standards New York, New York--(Newsfile Corp. - June 10, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at DASH announced new capabilities in its log management suite, which are designed to help organizations optimize logging costs at scale and meet the stringent data retention, auditability and data residency requirements of regulated industries. Logs are critical for threat detection, incident response and audit trails. However, lack of flexibility, high costs and data retention limitations remain roadblocks for security and compliance teams. Financial services, healthcare and insurance companies face similar challenges, having to comply with regulations and maintain full control over sensitive operational data, including their logs. Likewise, organizations operating under regional data residency laws or internal security policies are often required to store data within controlled environments, whether on-premises or in-region cloud infrastructure. These organizations need to remain compliant while having a scalable and efficient log management strategy. Traditional solutions, however, often introduce high costs, operational overhead and fragmented workflows. At its DASH conference in 2023, Datadog launched Flex Logs, which has since become one of its fastest-growing products. Flex Logs decouples the costs of log storage from the costs of querying. It provides both short- and long-term log retention for a nominal monthly fee without sacrificing visibility, enabling streamlined correlation between all of an organization's logs, metrics and traces. To help companies meet data residency regulations, policies and preferences—while further optimizing cost and efficiency—Datadog has launched new log management capabilities that build on the foundation set by Flex Logs. Datadog's latest enhancements enable organizations to support modern SIEM and security workflows while maintaining full visibility, cost consciousness and operational efficiency: 'As compliance standards grow more complex and global data regulations tighten, organizations face mounting pressure to retain log data longer, search it faster and keep it where it belongs,' said Michael Whetten, VP of Product at Datadog. 'With today's launches, Datadog makes it easier to manage logs, control their costs and stay compliant without sacrificing performance, accessibility or the user experience.' To learn more about Datadog's latest log management capabilities, please visit: Archive Search, Flex Frozen and CloudPrem were announced at DASH, Datadog's annual conference. The replay of the keynote is available here. During DASH, Datadog also announced launches in AI Observability, Applied AI, AI Security and released its Internal Developer Portal. About Datadog Datadog is the observability and security platform for cloud applications. Our SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities to provide unified, real-time observability and security for our customers' entire technology stack. Datadog is used by organizations of all sizes and across a wide range of industries to enable digital transformation and cloud migration, drive collaboration among development, operations, security and business teams, accelerate time to market for applications, reduce time to problem resolution, secure applications and infrastructure, understand user behavior and track key business metrics. Forward-Looking Statements This press release may include certain 'forward-looking statements' within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended including statements on the benefits of new products and features. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made. Actual results may differ materially from those described in the forward-looking statements and are subject to a variety of assumptions, uncertainties, risks and factors that are beyond our control, including those risks detailed under the caption 'Risk Factors' and elsewhere in our Securities and Exchange Commission filings and reports, including the Quarterly Report on Form 10-K filed with the Securities and Exchange Commission on May 6, 2025, as well as future filings and reports by us. Except as required by law, we undertake no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, changes in expectations or otherwise. Contact Dan Haggerty [email protected] To view the source version of this press release, please visit
Yahoo
08-05-2025
- Business
- Yahoo
DDOG Q1 Earnings Call: Growth in Large Deals, AI Adoption, and Platform Expansion Drive Outlook
Cloud monitoring software company Datadog (NASDAQ:DDOG) reported Q1 CY2025 results topping the market's revenue expectations , with sales up 24.6% year on year to $761.6 million. The company expects next quarter's revenue to be around $789 million, close to analysts' estimates. Its non-GAAP profit of $0.46 per share was 9% above analysts' consensus estimates. Is now the time to buy DDOG? Find out in our full research report (it's free). Revenue: $761.6 million vs analyst estimates of $741 million (24.6% year-on-year growth, 2.8% beat) Adjusted EPS: $0.46 vs analyst estimates of $0.42 (9% beat) Adjusted Operating Income: $166.5 million vs analyst estimates of $165.1 million (21.9% margin, 0.8% beat) The company lifted its revenue guidance for the full year to $3.23 billion at the midpoint from $3.19 billion, a 1.3% increase Management raised its full-year Adjusted EPS guidance to $1.69 at the midpoint, a 2.4% increase Operating Margin: -1.6%, down from 2% in the same quarter last year Free Cash Flow Margin: 32.1%, similar to the previous quarter Customers: 3,770 customers paying more than $100,000 annually Net Revenue Retention Rate: 118%, in line with the previous quarter Annual Recurring Revenue: $3.2 billion at quarter end, up 24.6% year on year Billings: $747.7 million at quarter end, up 21% year on year Market Capitalization: $36.61 billion Datadog's first quarter results were shaped by robust customer adoption of new observability and security products, alongside notable expansion in enterprise and AI-native segments. CEO Olivier Pomel highlighted increased usage of products like Flex Logs and Database Monitoring, as well as strong traction with large customers, stating, 'Dollar bookings for new logos were up over 70% year-over-year and much stronger than our typical seasonal softness in Q1.' Looking ahead, management raised full-year revenue and adjusted earnings guidance, citing continued investment in sales capacity and R&D to support product innovation and market expansion. CFO David Obstler emphasized that while 'cloud hosting costs rose more quickly than we expected in Q1,' Datadog remains focused on optimizing expenses and expects efficiency projects to yield savings throughout the year. Datadog's leadership attributed Q1 performance to increasing product adoption, strong execution in large enterprise deals, and momentum in AI-driven workloads. The company also emphasized investments in new product areas and international expansion to sustain growth. Platform adoption broadening: Management reported rising customer engagement across multiple products, with a growing proportion of users adopting four or more Datadog offerings. Notably, 83% of customers now use at least two products, reflecting increasing reliance on the platform. AI cohort accelerating: The AI-native customer segment continued to grow, with these clients now representing approximately 8.5% of annual recurring revenue. Management noted that AI-related deals contributed significantly to overall revenue growth and bookings. Large enterprise deals rising: The quarter saw a sharp increase in large transactions, with 11 deals exceeding $10 million in total contract value—up from just one in the same period last year. These wins were attributed to Datadog's ability to replace multiple existing tools and consolidate observability functions for complex organizations. Security and data observability investment: The company highlighted expansion in its security and data observability products, supported by the recent acquisitions of Eppo and Metaplane. Over 7,500 customers now use Datadog's security offerings, and the Database Monitoring product is approaching $50 million in annual recurring revenue. International and sales capacity growth: Datadog increased its international sales headcount by mid-30% year-over-year and continues to target new markets, including the launch of an Australian data center to address regional requirements for data residency and privacy. Management's outlook for the coming quarters is shaped by continued investment in product innovation, expansion of sales capacity, and growing demand for observability and security solutions—especially among large enterprises and AI-focused organizations. Continued AI adoption: Management expects further growth from AI-native customers, with increased observability needs as organizations deploy more AI-driven workloads in production environments. Platform expansion and integration: The integration of new capabilities from recent acquisitions and the expansion of data observability solutions are positioned to drive cross-sell opportunities and deepen customer engagement. Margin focus and efficiency projects: While gross margins faced short-term pressure from higher cloud hosting costs, Datadog is prioritizing efficiency initiatives to optimize spending and maintain margins within its historical range, even as operating investments continue. Mark Murphy (J.P. Morgan): Asked about the opportunity in monitoring AI-generated code, to which CEO Olivier Pomel responded that the shift to AI-written software increases the need for observability, moving value from code creation to operational monitoring. Sanjit Singh (Morgan Stanley): Inquired about the evolution of data observability as a growth area. Pomel explained that data observability is now seen as critical for building new AI workloads and emphasized the strategic importance of recent acquisitions in this space. Raimo Lenschow (Barclays): Questioned the factors behind the raised guidance and gross margin changes. CFO David Obstler explained that guidance reflects recent trends but remains conservative, and margin pressure was due to increased cloud costs and investment in new functionality. Jake Roberge (William Blair): Asked about the durability of AI-native cohort growth and Flex Logs adoption. Pomel noted potential volatility due to customer concentration but stated that Flex Logs is driving net new use cases and higher platform usage. Brad Reback (Stifel): Sought clarity on Datadog's approach to on-prem and "bring your own cloud" workloads. Pomel indicated that Datadog is adapting solutions to address customer preferences and sees opportunity in supporting hybrid and on-prem environments. Looking ahead, the StockStory team will monitor (1) ongoing adoption of AI observability and security products, (2) the impact of sales capacity expansion on large enterprise deal volume, and (3) the integration and market traction of recent acquisitions like Eppo and Metaplane. The outcome of Datadog's DASH user conference in June and progress on margin optimization initiatives will also be important signposts for tracking execution. Datadog currently trades at a forward price-to-sales ratio of 11.5×. In the wake of earnings, is it a buy or sell? See for yourself in our free research report. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. 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Yahoo
06-05-2025
- Business
- Yahoo
Datadog Sees 25% Q1 Growth, Hikes Guidance
Datadog (NASDAQ:DDOG) raises its full-year outlook to $3.215 billion$3.235 billion in revenue, driven by 25% Q1 growth and accelerating AI-related product adoption. In Q1, the cloud observability specialist reported $762 million in revenue, topping guidance and marking a 25% year-over-year increase (3% sequentially), according to CEO Olivier Pomel. Customer count climbed to 30,500 from 28,000 a year ago, with 3,770 clients now generating at least $100,000 in ARR88% of total ARR. The Flex Logs product hit $50 million ARR in just six quarters, the fastest ramp in Datadog's history, while Database Monitoring nears the same milestone with 60% year-over-year growth and over 5,000 customers. Recent acquisitions of Eppo and Metaplane bolster feature management and data observability suites. On profitability, CFO David Obstler highlighted $244 million of free cash flow (32% margin) and an 80.3% gross margin, modestly down from 81.7% last quarter as cloud hosting costs rose. Management plans optimizations to offset those pressures. Net revenue retention stayed in the 110% range, while gross retention held steady in the mid-to-high 90s. Billings hit $748 million, up 21% year-over-year. For Q2, Datadog sees revenue between $787 million and $791 million (22%23% growth) with non-GAAP EPS of $0.40$0.42. Full-year guidance now sits at $3.215 billion$3.235 billion in revenue (up $40 million) with operating income of $625 million$645 million and non-GAAP EPS of $1.67$1.71. Gross margins are expected to stay within historic ranges despite short-term headwinds. In Q&A, analysts pressed on AI-generated code's implicationsPomel noted that increased AI-written code amplifies the need for observability to validate and monitor dynamic applications. On cloud migration trends, Datadog sees steady growth aligned with hyperscaler reports, and CFO Obstler assured that expanded sales and marketing investments are driving productivity on par with previous cohorts. Why it matters: The raised guidance and standout product ramps underscore Datadog's ability to translate AI and migration tailwinds into sustained top-line and cash-flow growth. Investors will look to Q2 earnings in late July for confirmation that new AI offerings and bolt-on acquisitions continue fueling momentum. This article first appeared on GuruFocus.
Yahoo
06-05-2025
- Business
- Yahoo
Datadog (NasdaqGS:DDOG) Plans Q2 Revenue Up To US$791 Million
Datadog saw a 20% price increase over the past month, buoyed by positive updates during its latest earnings announcement. The company reported a significant sales increase in Q1 2025, showcasing a 25% rise compared to the previous year, despite a reduction in net income. Datadog's guidance for Q2 and 2025 revenue highlighted an optimistic outlook, aligning with broader market gains. Concurrently, the tech-heavy Nasdaq faced minor declines, reflecting investor caution amid ongoing tariff discussions and Federal Reserve meetings. Proposals to amend bylaws also surfaced, positioning Datadog for potential governance changes. We've discovered 1 risk for Datadog that you should be aware of before investing here. NasdaqGS:DDOG Revenue & Expenses Breakdown as at May 2025 Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit. The recent news regarding Datadog has likely reinforced the positive sentiment surrounding its growth narrative, particularly given its expanded focus on AI and product offerings like Flex Logs. Despite the enthusiasm, the company's reduction in net income highlights ongoing challenges, such as high sales expenses and potential volatility from AI-reliant customers. Over the past five years, Datadog's total shareholder return, including dividends, was 89.80%, indicating strong long-term performance. However, over the past year, Datadog's shares underperformed the US Software industry, which saw a 14.5% return, while Datadog experienced lesser gains. This context underscores both the company's growth potential and the competitive landscape it operates within. In terms of revenue and earnings forecasts, the firm's optimistic Q2 guidance and 2025 outlook point towards sustained growth in the near term. Analysts expect annual revenue growth of 20.5% over the next three years, with earnings projected to rise to $327.7 million by 2028. However, disparities in analyst expectations suggest underlying uncertainties, such as customer cost-cutting and competitive pressures. Currently, the share price at US$102.31 is discounted compared to the consensus price target of US$143.21, indicating a potential upside of approximately 28.6%. This suggests a cautious optimism among analysts regarding Datadog's ability to capitalize on its market opportunities, provided it successfully navigates existing challenges. The analysis detailed in our Datadog valuation report hints at an deflated share price compared to its estimated value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
