Datadog

Gross margins near 80 percent and high FCF margins indicate a healthy economic engine. Datadog can raise effective pricing through packaging, module expansion and value-add features. Still, the usage model means customers frequently tune down ingestion, reduce metric cardinality or archive logs to manage spend.

Practitioner feedback repeatedly cites cost opacity for logs and high-cardinality metrics, signaling practical ceilings to pricing. Overall, meaningful but not unconstrained pricing power.