Datadog Inc (MEX:DDOG)
MXN 4,093 +217 (+5.6%) Market Cap: 1.50 Tn Enterprise Value: 1.43 Tn PE Ratio: 614.79 PB Ratio: 21.39 GF Score: 82/100

Datadog Inc at Bernstein Strategic Decisions Conference Transcript

May 28, 2026 / 05:30PM GMT
Release Date Price: MXN3925 (+2.40%)
Peter Weed
Sanford C Bernstein & Co LLC - Analyst

For those of you who don't know me, Peter Weed from Bernstein. I cover software. There's actually two of us from Bernstein who cover software that you might know, Mark Moerdler and myself. I do kind of IT infrastructure, dev-type software, which is kind of my long-term background, have been kind of around it since the late '90s, and you may know Mark, my colleague. He actually was a database entrepreneur back from the same time. So he covers databases and mostly like functional line of business applications.

And we are really fortunate today to have Oli from Datadog join us. Oli is one of the Founders and the CEO of Datadog, a company that has been really instrumental in category that has really kind of emerged over the last decade that we now call observability, which is all about helping -- like, when you ship a cloud application, you expect it to run. And this is a company that helps ensure that it's both up and it's running at performance before you even put it into production, you can predict how it might behave.

Now I

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot