Datadog's observability platform is the de facto standard for cloud-native applications, with AI workload monitoring (LLM observability) emerging as a high-growth attach. Cloud cost intelligence and security monitoring expand wallet share. AI customer cohort growing 100%+ YoY and now 6% of ARR. Multi-product attach rates continue improving. Path to consistent 25% growth with 25%+ FCF margins remains intact.
Thesis reviewed May 29, 2026
Datadog Inc. is headquartered in United States, which is currently showing elevated risk signals.
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Datadog LLM Observability customers cross 3,000, growing 150% YoY
Five-product customer count up 50%, ARR contribution expanding
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Maria Elvira SalazarFL | Buy | $1k–$15k | May 19, 26 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 14, 26 | +23.6% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | +112.2% |