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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

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What we're seeing
AI-Driven Drug Development Meets Biotech Deal-Making and Regulatory Catalysts
AI-designed therapeutics (Insilico's rentosertib showing biological-age reductions) are moving into the clinical mainstream. Large-cap biotech is simultaneously reallocating capital through M&A (Lilly–Merida, $2.9B) and government funding (BARDA–Basilea), while trial failures (ziltivekimab, a 9.4% Novo Nordisk share drop) and upcoming FDA catalysts (the ivonescimab PDUFA on 2026-11-14) drive volatility. The wider AI regulatory and legal climate (Tesla Cybercab probe, xAI's Minnesota loss, OpenAI suits) is tightening, though QAIAx's micro-cap trial claims are speculative and weakly connected.
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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
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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