Datadog, Inc. Stock Price, News & Analysis

Datadog (NASDAQ: DDOG), the cloud applications monitoring and security platform provider, has been added to the S&P 500 Index, effective July 9, 2025. This milestone reflects the company's significant market presence and growth trajectory.

The company reported strong financial performance with $2.8 billion in revenue for the trailing twelve months ending March 31, 2025, representing a 26% year-over-year growth. Datadog serves over 30,500 customers globally and recently announced more than 400 new products and features at its annual DASH conference, including innovations in LLM Observability, agentic AI, security, and log management.

Datadog (NASDAQ: DDOG) has achieved recognition on Forbes' Global 2000 and Forbes Global 2000 United States Lists for 2025, highlighting its significant global impact and financial strength. The company reported impressive financial metrics with $2.8 billion in revenue for the trailing twelve months ending March 31, 2025, marking a 26% year-over-year growth. Datadog serves approximately 30,500 customers, including major corporations like Samsung, NASDAQ, Shell, Autodesk, and Toyota. At its annual DASH conference in New York City, the company unveiled several innovative products including new AI agents for application issue resolution, LLM observability capabilities, AI security features, an Internal Developer Portal, and enhanced log management capabilities. These developments demonstrate Datadog's commitment to innovation and R&D investment in cloud monitoring and security solutions.

Datadog (NASDAQ: DDOG) has launched its Internal Developer Portal (IDP), the first developer portal built on live observability data. The IDP helps engineering teams ship code faster while maintaining reliability, security, and compliance standards. Key features include a Software Catalog providing real-time system records, Self-Service Actions with pre-approved templates, Scorecards for tracking compliance, and Engineering Reports for visibility into performance metrics. The platform automatically maps services and dependencies, integrating with Datadog's APM suite to provide real-time performance monitoring and service ownership information. Companies like Apixio, Nexthink, and Zilch are already using Datadog IDP. The tool aims to reduce dependency on platform engineers and accelerate incident response through a centralized engineering knowledge base.

Datadog (NASDAQ: DDOG) has announced significant enhancements to its log management suite at DASH conference, introducing three key capabilities: Archive Search, Flex Frozen, and CloudPrem. Archive Search enables querying logs from cold storage without re-indexing, while Flex Frozen offers extended log retention for over seven years within Datadog's platform. CloudPrem allows enterprises to deploy Datadog's capabilities within their own infrastructure for data residency compliance. These features build upon the success of Flex Logs, one of Datadog's fastest-growing products, which separates storage costs from querying costs. The new capabilities are specifically designed to help organizations in regulated industries like financial services, healthcare, and insurance optimize logging costs while meeting strict data retention, auditability, and residency requirements.

Datadog (NASDAQ: DDOG) has unveiled new AI monitoring capabilities to help organizations better manage and evaluate their AI investments. The company introduced three key features: AI Agent Monitoring, LLM Experiments, and AI Agents Console. AI Agent Monitoring, now generally available, provides interactive mapping of agent decision paths and debugging tools. LLM Experiments, in preview, enables testing and validation of LLM application changes. AI Agents Console, also in preview, offers visibility into both in-house and third-party agent behavior. These tools address a critical market need, as only 25% of AI initiatives currently deliver promised ROI. The new capabilities aim to provide comprehensive observability, testing, and governance for AI systems, helping organizations measure performance, optimize costs, and ensure security compliance.

Datadog (NASDAQ: DDOG) has unveiled comprehensive AI security capabilities to protect organizations from emerging AI-related risks. The company introduced Code Security (now Generally Available) to detect vulnerabilities in custom code and open-source libraries, LLM Observability for monitoring AI model integrity and toxicity checks, and enhanced Cloud Security features for meeting NIST AI framework standards. Key innovations include the Bits AI Security Analyst for autonomous security signal triage, Sensitive Data Scanner to prevent PII leakage in LLM datasets, and LLM Isolation capabilities for continuous monitoring of AI model interactions. These solutions address critical challenges in AI security, including prompt injection risks, autonomous agent vulnerabilities, and the need for stronger security controls in AI-native applications.

Datadog (NASDAQ: DDOG) has unveiled three new AI agents as part of its Bits AI platform to enhance application issue resolution. The new agents include Bits AI SRE (a 24/7 on-call responder), Bits AI Dev Agent (for code fixes and pull requests), and Bits AI Security Analyst (for security threat investigation). The company also introduced Proactive App Recommendations and APM Investigator capabilities. These AI agents are built on a shared task system, leveraging Datadog's extensive observability data to deliver context-aware solutions. The platform processes trillions of data points and integrates with critical engineering workflows. The new tools aim to automate investigations, reduce response times, and improve productivity by providing automated issue detection, code fixes, and security threat analysis.

MegazoneCloud has been named the 2025 Datadog Partner Network (DPN) Partner of the Year for APAC by Datadog (NASDAQ: DDOG). The company demonstrated impressive growth, nearly doubling its Datadog-related revenue and expanding its technical team to over 20 professionals. MegazoneCloud was selected based on revenue growth, delivery capabilities, and customer success contribution. The company has enhanced its capabilities across sales, engineering, technical support, marketing, and cost optimization, contributing significantly to Datadog's APAC region growth. As a leading AI and cloud technology company with over 2,000 experts, MegazoneCloud serves more than 7,000 clients globally through strategic partnerships with major cloud service providers and 140+ independent software vendors.

Datadog (NASDAQ: DDOG) has launched two significant AI research initiatives through its Datadog AI Research division. The first is Toto, an open-source time series foundation model (TSFM) trained on Datadog's internal telemetry metrics, designed specifically for observability. Toto offers zero-shot forecasting capabilities for anomaly detection and capacity planning, outperforming existing TSFMs.

The second initiative is BOOM, which becomes the largest public benchmark of observability metrics, featuring 350 million observations across 2,807 real-world multivariate series. Both projects are immediately available under a permissive license, aiming to advance observability forecasting capabilities in the broader research community.

Chief Scientist Ameet Talwalkar emphasized that these launches mark the beginning of continuous AI project releases, with plans to collaborate with applied AI teams to develop practical customer solutions.