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Datadog outlines Q4 revenue outlook of $912M–$916M while accelerating growth in AI and non-AI cohorts Nov. 06, 2025 4:46 PM ETDatadog, Inc. (DDOG) StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: Datadog (DDOG) Q3 2025 Management View Olivier Pomel, CEO, reported broad-based positive trends in the demand environment, highlighting "ongoing strength of cloud migration and digital transformation." He stated, "We executed a very strong Q3 both in new logo bookings and usage growth of Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights Growth is driven by strong cloud migration, digital transformation, record new customer bookings, and increased adoption of digital experience and security products across both AI-native and non-AI customer segments. Management expresses heightened confidence due to diversified growth, large deal wins, and recurring high customer retention, but acknowledges ongoing risks from usage volatility and reliance on consumption-based revenue. Datadog expects Q4 revenue of $912M-$916M with a 24% operating margin; full-year revenue guidance increased to $3.386B-$3.390B, anticipating strong profitability on non-GAAP measures. Recommended For You More Trending News
