Datadog – IT Observability Leadership, Growth Momentum & Competitive Dynamics

  • Multi Asset
  • TMT
  • North America


Former director at Datadog Inc


  • Datadog’s (NASDAQ: DDOG) core offerings – infrastructure monitoring, APM (application performance monitoring), log management and security monitoring – and shifting related dynamics
  • Datadog’s approach to innovation and new solutions, with potential in security
  • Growth momentum and drivers, noting cloud-first platform and land and expand sales approach
  • Competitive dynamics, highlighting AppDynamics (NASDAQ: CSCO), Dynatrace (NYSE: DT), New Relic (NYSE: NEWR) and Splunk (NASDAQ: SPLK), including reports of Cisco’s (NASDAQ: CSCO) interest in acquiring Splunk
  • 1-3-year outlook, noting opportunities and risks


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