Datadog

Revenue growth remains in the mid to high 20s year over year with a large base of $100k+ ARR customers and strong multi-product adoption. Remaining performance obligations are substantial and largely recognized within 24 months, supporting visibility.

Dollar-based expansion is healthy around the low 120s, though management no longer reports an exact figure each quarter. Usage-linked variability and macro-driven cloud optimization cycles can add noise, yet the long-term adoption of cloud, microservices and AI workloads supports durable, recurring demand.