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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產品與營收

產品營收佔比

營收結構 ($2.7B)

靜態數據（加載即時財務…）

Subscription Revenue (96%)

Professional Services & Other (4%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Amazon.com (AWS)

Deep AWS integration for monitoring

影響: High — customers predominantly on AWS

Microsoft Corporation

Azure monitoring integration

影響: Medium

Alphabet Inc. (Google)

GCP monitoring integration

影響: Medium

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

New York, New York, USA

成立時間

2010

員工人數

5,800+

官網

datadoghq.com

行業概況 — AI / 클라우드

行業新聞