Jamin Ball’s Post

Datadog quarter: - $548M rev (+25% YoY) vs $523M consensus (5% beat) - $566M next Q guidance vs $541M consensus (5% raise) - Raised full year guide by $50m - ~120% net retention - 14 months GM adj. CAC payback - 81% GM - 25% FCF Margin Some charts below on quarterly net new ARR added and YoY growth

$DDOG had a beat/beat, but I think the president stepping down is overwhelming for the stock DataDog Earnings Breakdown ( $DDOG ) RESULTS Revenue: $611M (est $591M) EPS: $0.44 (est $0.34) GUIDE Q2 Revenue: $622M (est $620M) Q2 EPS: $0.35 (est $0.35) FY Revenue: $2.60B (est $2.59B) FY EPS: $1.54 (est $1.49)

Datadog Inc (NASDAQ:DDOG) stock opened Tuesday’s trading session down some 20% after softer-than-expected guidance for the remainder of 2023 broke the #cloudservices firm’s streak of impressing Wall Street. Results for Datadog’s second quarter actually beat consensus market forecasts comfortably - with adjusted earnings marked at 36 cents per share, up 50% from this time last year and significantly ahead of expectations pitched at 28 cents. Revenue for the quarter was up 25% at US$509 million, slightly better than the anticipated US$501.6 million. "We continued to execute well in the second quarter, with 25% year-over-year revenue growth, strong new logo bookings, continued customer growth, and increased multi-product adoption by our customers," said chief executive Olivier Pomel. More at #Proactive #ProactiveInvestors http://ow.ly/Hboo104QA4G #NASDAQ #DDOG #Datadog

Salesforce’s stock plummeted nearly 20% on Thursday, marking its largest single-day drop since 2004. The sharp decline followed the company’s first-quarter earnings report, which missed Wall Street expectations for the first time in nearly two decades due to weak sales in Europe. Despite the downturn, analysts at Bank of America and Morningstar remain optimistic about Salesforce’s long-term potential, noting continued margin expansion and investments in AI innovation. Morningstar highlighted Salesforce’s new AI suite, Einstein Copilot, as a promising development. Wedbush’s Dan Ives described the earnings miss as a "speed bump," maintaining confidence in Salesforce’s future performance. #VeritasMedia #Salesforce #StockMarket #EarningsReport #AIInnovation #WallStreet #TechStocks #FinancialNews #SalesforceEarnings #DowJones #MarketUpdate #BusinessNews #InvestorAlert

Expectations are high for investors in Datadog Inc (NASDAQ:DDOG) ahead of Tuesday’s quarterly financials and could be exceeded, according to California-based stockbroker Wedbush. Revenue guidance for the second quarter is pitched at US$480 million to US$502 million, which would equate to 23% growth year-over-year. The quarter’s earnings are meanwhile forecast between 27 and 29 cents per share. Analysts at Wedbush, however, point out in a note that typically Datadog metrics often land at the upper end of expectations and guidance provided by the company may prove conservative. “Buyside expectations are for a ‘typical’ beat on the high end of the guide and we have heard numbers ranging from $520m - $522m, which translates to 28% to 29% year-on-year growth vs. 33% year-on-year last quarter. “Given that these numbers are in-line with DDOG’s typical beat above the high end of its guide for the last few... More at #Proactive #ProactiveInvestors http://ow.ly/MjuT104QuTz #NASDAQ #DDOG

Buy & Sell Signals When Datadog Inc. ($DDOG) Moves Investors should Listen: Stock Traders Daily has produced this trading report using a proprietary method.  This methodology [...] Look at the Charts

https://lnkd.in/esfy86G8 Summary Palantir's Q2 earnings release has been met with a negative reception by the market. The company is experiencing slowing sales growth and has authorized a controversial buyback. In our opinion, their slowing sales growth is the result of an unconventional sales cycle and focus on profitability. Their core value proposition remains intact. We believe the selloff is overdone and that the company is successfully expanding their product offerings and improving their operational metrics. Bullish investors can use the recent selloff as a buying opportunity. #palantir #marketvalue #valuation #investiments #seekingalpha

Datadog went public about 4 years back. At the time of IPO, their ACV was 37k USD and now its close to 80k USD. This growth has come from two key motions: - Move upmarket - Today, large customers generate nearly 90% of revenue. In their quarterly earnings call, they ended the quarter with about 3,130 customers with an ARR of $100,000 or more, up from about 2,600 last year. And these customers generated about 86% of the ARR. - Dedicated upsell and cross-sell motion - As of the end of Q3, 82% of customers were using 2 or more products, up from 80% a year ago. 46% of customers were using 4 or more products, up from 40% a year ago and 21% of our customers were using 6 or more products, up from 16% last year. Datadog has been able to create value for developers, operations teams, and business users, allowed them to collaborate and optimize their security. A great case study for focussed execution over long periods of time!

Is #palantir stock overpriced? 🤔 Enter the "Rule of 40," a metric resonant in the #saas and software domain. This metric posits that companies achieving a combined score of 40.0% in revenue growth and EBITDA margin are poised for sustainable growth. In essence, Palantir's current valuation is not just a reflection of its present but a forward-looking vote of confidence in its ability to harness AIP's potential, innovate, and expand its market footprint. Full Analysis here 👉 https://lnkd.in/exjxYBub

📈 Datadog shares dropped 17% to 79.92 EUR, affecting my recent purchases. I'm doubling down, buying more. Why? Datadog leads in the 2023 Gartner Magic Quadrant, innovates in AI, and has room for growth from its high of 173.84 EUR #investing #StockMarket #GrowthInvesting