Datadog
Cloud monitoring with AI-powered observability
Price delayed up to 15 minutes. Source: Yahoo Finance.
Earnings Snapshot
Q4 2025: Revenue $738M (+26% YoY). 3,500+ customers with $100K+ ARR. AI-native customer cohort growing 3x.
About Datadog
Datadog is a cloud monitoring and observability platform that has expanded into AI-powered analytics and LLM observability. Founded in 2010 by Olivier Pomel and Alexis Le-Quoc, Datadog provides infrastructure monitoring, application performance monitoring (APM), log management, and security monitoring for cloud-native applications.
Datadog's AI relevance comes from two directions. First, the company is building AI into its observability platform — using machine learning for anomaly detection, alert correlation, and automated root cause analysis. Second, Datadog provides monitoring tools specifically for AI/ML applications, including LLM observability that tracks token usage, latency, error rates, and costs for applications built on GPT-4, Claude, and other models.
As enterprises deploy AI at scale, monitoring AI applications becomes critical. Datadog's LLM monitoring is gaining traction with companies that need visibility into their AI application performance and costs.
Products & Services
Infrastructure Monitoring
Real-time monitoring for cloud infrastructure, containers, and serverless. 700+ integrations.
ObservabilityAPM (Application Performance)
Distributed tracing and application performance monitoring for microservices and cloud-native apps.
ObservabilityLLM Observability
Monitor LLM applications: track token usage, latency, error rates, and costs across AI providers.
AI MonitoringBits AI
AI assistant for incident management. Correlates alerts, suggests root causes, and automates triage.
AI FeatureLeadership
Notable Achievements
- ✓ 26,800+ customers including most Fortune 500 companies
- ✓ $2.1B+ annual revenue with 25%+ growth
- ✓ 700+ technology integrations — the broadest monitoring ecosystem
- ✓ LLM Observability tracks AI application costs and performance
- ✓ Named a Leader in Gartner Magic Quadrant for APM
Competitive Landscape
Companies competing in the same space as Datadog.
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