Datadog's shares tumbled after its largest customer scaled back its usage, a move the data-security company said weighed on revenue growth in the recent period.
Not every company tied to artificial intelligence (AI) is attracting capital equally. While investors have grown more “selective” toward software names after sharp selloffs in stocks such as Fortinet and have questioned the economics of heavily leveraged AI infrastructure builders, money continues to flow toward companies selling the tools, software, and systems that power the AI boom.
Third quarter revenue grew 35% year-over-year to $1.20 billion Robust growth of larger customers, with about 4,860 $100k+ ARR customers, up from about 4,060 a year ago Launched Scout 1.0, Datadog's first specialized model, now powering Bits Investigation NEW YORK, Nov. 04, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ:DDOG), the leading AI-powered observability and security platform, today ann...
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NEW YORK, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Datadog , Inc. (NASDAQ: DDOG), the leading AI-powered observability and security platform, today announced it has been named a Leader in The Forrester Wave™: AIOps Platforms, Q4 2026. Datadog is leading the shift from observability to autonomous operations, with one integrated platform where Bits AI detects, investigates and remediates, while engineer...
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