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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($2.7B)

Data statis (memuat keuangan langsung…)

Subscription Revenue (96%)

Professional Services & Other (4%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Mitra

Amazon.com (AWS)

Deep AWS integration for monitoring

Dampak: High — customers predominantly on AWS

Microsoft Corporation

Azure monitoring integration

Dampak: Medium

Alphabet Inc. (Google)

GCP monitoring integration

Dampak: Medium

Konteks makro dan pasar

AI / 클라우드Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

New York, New York, USA

Didirikan

2010

Karyawan

5,800+

Situs Web

datadoghq.com

Gambaran umum sektor — AI / 클라우드

Berita sektor