Datadog, Inc. Stock Price, News & Analysis

Chainguard and Datadog (NASDAQ: DDOG) have announced a strategic partnership to enhance container security and observability. The collaboration introduces a new Chainguard dashboard in Datadog's platform, providing real-time container risk insights and remediation recommendations.

The integration addresses critical software supply chain challenges, which according to the World Economic Forum's Global Cybersecurity Outlook 2025 report, affect 54% of large organizations. The dashboard offers comprehensive visibility into container infrastructure and CVE risks, including monitoring of Chainguard images, longest-running containers, vulnerabilities in widely-used images, and secure alternatives.

Key features include identification of containers built using Chainguard images, analysis of vulnerability patterns, and recommendations for more secure container alternatives. The integration is now generally available, aimed at helping organizations reduce security risks while optimizing engineering resources.

Datadog (NASDAQ: DDOG), the monitoring and security platform for cloud applications, has announced its upcoming participation in the Morgan Stanley Technology, Media and Telecom Conference.

The company's management will deliver a presentation on Tuesday, March 4, 2025, at 1:45 p.m. Eastern Time. Investors and interested parties can access the live webcast of the presentation through Datadog's investor relations website. A replay of the presentation will be available for a time under the 'Events and Presentations' section at https://investors.datadoghq.com/.

Datadog (NASDAQ: DDOG) has opened registration for DASH, its eighth annual global conference, scheduled for June 10-11, 2025, at North Javits Center in New York City. The event targets CIOs, CISOs, developers, SREs, security and operations professionals.

The conference will feature more than 50 sessions with speakers from major companies including Redfin, Thales IFE, Toyota, and Volkswagen. Key focus areas include performance and efficiency, scaling systems, security and compliance, team empowerment, organizational transformation, and AI/LLM deployment.

DASH 2025 will offer keynote presentations, 50+ breakout sessions, 20+ hands-on workshops, on-site certification exams, networking opportunities, and a Partner Expo featuring companies like Google and AWS. The conference will provide practical insights and best practices for monitoring, observability, and security workflows.

Datadog (NASDAQ: DDOG) reported strong Q4 2024 results with revenue reaching $738 million, up 25% year-over-year. The company achieved 26% revenue growth for fiscal year 2024, totaling $2.68 billion.

Key financial metrics include Q4 non-GAAP operating income of $179 million with a 24% margin, and free cash flow of $241 million. For the full year 2024, operating cash flow was $871 million with free cash flow of $775 million.

The company expanded its customer base significantly, now serving 462 customers with ARR of $1 million or more (up 17% YoY) and approximately 3,610 customers with ARR of $100,000+ (up 13% YoY). Datadog issued $1 billion in Convertible Senior Notes due 2029 and launched several new products including Cloud SIEM and Kubernetes Active Remediation.

For FY2025, Datadog projects revenue between $3.175-$3.195 billion with non-GAAP operating income of $655-$675 million.

Datadog (NASDAQ: DDOG) has announced it will release its fourth quarter and fiscal year 2024 financial results before U.S. markets open on Thursday, February 13, 2025. The company will host a conference call at 8:00 a.m. Eastern Time on the same day to discuss financial results and guidance. Interested parties can register for dial-in details through a provided link, and a live webcast will be available on the company's Investor Relations page. A replay of the call will be archived on the website.

Datadog announced the pricing of $870 million 0% Convertible Senior Notes due 2029, an increase from the previously announced $775 million. The company expects net proceeds of approximately $851.6 million, which could rise to $979.0 million if initial purchasers exercise their additional notes option. The notes will mature on December 12, 2029, with an initial conversion rate of 4.5955 shares per $1,000 principal amount, equivalent to $217.60 per share.

The proceeds will be used to pay $87.8 million for capped call transactions, repurchase $112.0 million of existing 2025 notes, and fund general corporate purposes. The conversion price represents a 35% premium over the last reported stock price, and the company implemented protective measures through capped call transactions to reduce potential dilution.

Datadog has announced plans to offer $775 million in Convertible Senior Notes due 2029 through a private placement to qualified institutional buyers. The company will grant initial purchasers an option to buy an additional $116.25 million in notes within 13 days. The notes will be unsecured obligations with semiannual interest payments, convertible into cash, Class A common stock, or a combination thereof.

The company plans to use the proceeds to fund capped call transactions, repurchase a portion of its existing 0.125% Convertible Senior Notes due 2025, and for general corporate purposes. The offering includes arrangements for capped call transactions to reduce potential dilution and offset cash payments exceeding the principal amount of converted notes.

Datadog showcased its expanded AWS monitoring capabilities at re:Invent, highlighting over 100 unique AWS service integrations. The platform now offers enhanced monitoring for AI/ML services, including AWS Trainium, Inferentia ML chip monitoring, Amazon Q, Amazon Bedrock, and Amazon SageMaker. Major customers like AppFolio, Cash App, and andsafe are leveraging Datadog's solutions to monitor AWS environments, optimize model performance, and improve resource efficiency. The platform helps companies understand their LLM usage, infrastructure performance, and cloud costs across serverless and containerized environments.

Datadog (NASDAQ: DDOG) has announced a modern approach to Cloud SIEM (Security Information and Event Management) that addresses traditional SIEM challenges. The solution features risk-based insights, 15-months data retention, and security operational metrics, requiring no dedicated staff for activation. The platform leverages modern architectures and machine learning to ensure scalability, cost efficiency, and real-time threat detection.

The system includes pre-built integrations with over 30 new Content Packs added in the past six months, including partnerships with major security providers. Organizations like Lenovo, FanDuel, Carvana, and UAB are already utilizing this modern approach for improved threat detection and security investigations.