Datadog Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 08, 2022

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Mar 08, 2022 / 04:00PM GMT
Sanjit Kumar Singh - Morgan Stanley, Research Division - VP

All right. Thank you, everyone, for joining. Welcome to Day 2 of the Morgan Stanley TMT Conference. I'm Sanjit Singh, software analyst -- Infrastructure Software Analyst at Morgan Stanley. Super pleased to have the management team of Datadog. We have CEO, Olivier Pomel; and CFO, David Obstler. Thank you both for joining us.

Questions and Answers:

Sanjit Kumar Singh - Morgan Stanley, Research Division - VP

To kick off the conversation, you're coming off a very impressive year, 70% revenue growth. You're up to 19,000 customers. You also did a 16% operating margin, which I'm sure David is very proud of that.

Oli, if you think about how the business has performed coming out of 2020, the pandemic, going into 2021, in what views -- in what ways have your views on the business and on the market has changed? And what ways have your views on the market been sort of reinforced by what you've seen the last 2 years?

Olivier Pomel - Datadog, Inc. - Co-Founder, CEO &

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