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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$48B
P/S ratio
~14×
Revenue (FY25)
$3.43B
Rev. growth
+28%
Net income
$108M
Free cash flow
$915M
$1M+ ARR customers
603
Dividend
None
In plain English
Datadog is the dashboard for the cloud: a single platform where engineers watch their servers, apps, logs, security and AI models in one place. It's a usage-based SaaS — the more cloud you run, the more you pay Datadog — which is why its fortunes ride the AI boom and its biggest customers (led by OpenAI) are the heaviest cloud spenders. It runs almost entirely on Amazon's AWS.
In simple terms
What Datadog really sells
Datadog is the dashboard for the cloud: a single platform where engineers watch their servers, apps, logs, security and AI models in one place. It's a usage-based SaaS — the more cloud you run, the more you pay Datadog — which is why its fortunes ride the AI boom and its biggest customers (led by OpenAI) are the heaviest cloud spenders. It runs almost entirely on Amazon's AWS.
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