Datadog: 3 Key Takeaways for Long-Term Investors

Datadog reported Q3 2026 revenue of $1.2 billion with 35% year-over-year growth. Key highlights include accelerating non-AI customer revenue growth for five consecutive quarters in the high-20s percent, infrastructure monitoring suite exceeding $2 billion in annual recurring revenue, and new customers accounting for 30% of revenue growth. The company serves all 15 top AI leaders and over 850 AI customers, positioning it well for long-term enterprise spending.