Datadog, Inc.

DDOGintermediary

Datadog is a leading cloud monitoring and observability platform that provides unified infrastructure monitoring, application performance management, and log analytics for cloud-native applications across all major cloud providers.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($2.7B)

Datos estáticos (cargando finanzas en tiempo real…)

Subscription Revenue (96%)

Professional Services & Other (4%)

Composición de segmentos y clientes principales

Detalles del producto

Infrastructure Monitoring35%

Real-time monitoring of servers, containers, and cloud infrastructure

APM & Distributed Tracing30%

Application performance monitoring and end-to-end request tracing

Log Management & SIEM25%

Centralized log analytics and cloud-native security information management

Relaciones en la Cadena de Suministro

Socios

Amazon.com (AWS)

Deep AWS integration for monitoring

Impacto: High — customers predominantly on AWS

Microsoft Corporation

Azure monitoring integration

Impacto: Medium

Alphabet Inc. (Google)

GCP monitoring integration

Impacto: Medium

Contexto macro y de mercado

AI / 클라우드Noticias del sector

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Próximos catalizadores

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Últimas noticias

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Análisis IA

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Información de la Empresa

Sede Central

New York, New York, USA

Fundación

2010

Empleados

5,800+

Sitio Web

datadoghq.com

Estado del sector — AI / 클라우드

Noticias del sector