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What we're seeing
Enterprise AI Agent Rollout Outpaces Data Trust and Readiness
Enterprise adoption of agentic AI is accelerating fast — Siemens deepening its NVIDIA partnership for self-verifying agentic AI in chip design, Manulife expanding its Microsoft AI-governance partnership, and a wave of infrastructure launches (NVIDIA GPU-accelerated data processing, Dell exascale storage, new AI chip generations) — even as a new Google Cloud survey shows the underlying data foundation isn't ready: companies have AI access to only 45% of their data on average, data laggards see access fall to 30% or less, and only about half of organizations trust their AI agents' decisions. Meanwhile, insider selling at enterprise-AI bellwether C3.ai (CEO Thomas Siebel offloading $4.8M in shares) hints at investor caution layered under the adoption hype.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts report JPMorgan Chase & Co.'s revenue for the same fiscal period (FY 2025) with the same observation date (2025-12-31), but with different values: $182.447 billion vs. $185 billion. The ~1.4% difference ($2.553 billion) is too large to be explained by rounding alone and represents conflicting data for the identical time period.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,812
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,812 facts checked against source5,219 source documents archived
Work with this data → vianewsagency.com
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
Earnings callNasdaq· November 27, 2025

Datadog (DDOG) Q3 2025 Earnings Call Transcript

View original at nasdaq.com
Datadog (DDOG) Q3 2025 Earnings Call Transcript Image source: The Motley Fool. Date Nov. 6, 2025 4:46 p.m. ET Call participants Chief Executive Officer and Co-Founder — Olivier PomelChief Financial Officer — David ObstlerVice President, Investor Relations — Yuka Broderick Need a quote from a Motley Fool analyst?…
Opening lines of the source · Nasdaq · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Cloud plus AI TAM expected to grow to trillions of dollars

    80% confidence

  • Non-AI customer YoY growth accelerated to 20% in Q3 from 18% in Q2

    80% confidence

  • October trends show non-AI growth acceleration continuing

    80% confidence

  • New logo annualized bookings more than doubled year-over-year, reaching a new record

    80% confidence

  • LLM spans sent quadrupled in recent months

    80% confidence

  • The portion of year-over-year revenue growth related to new customers was about 25% in Q3, up from 20% in Q2

    80% confidence

  • Bits AI Security Agent automates 90% of issue triage

    80% confidence

  • GPU monitoring products don't generate any significant revenue yet and represent a future opportunity

    80% confidence

  • The sequential usage growth for non-AI existing customers was the highest seen going back 12 quarters

    80% confidence

  • Customer reported that with Bits AI SRE being on call 24/7, mean time to resolution for services has improved significantly

    80% confidence

  • Customer reported being very hooked on Datadog due to the MCP server tool

    80% confidence

  • Long-term gross margin target remains plus or minus 80%, unchanged

    80% confidence

  • Operating expense growth was 32% YoY in Q3, down from 36% in Q2

    80% confidence

Cited in these Via News reports