Datadog Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 03, 2026 / 05:15PM GMT

Release Date Price: €95.31 (+2.07%)

Transcript

Sanjit Singh

Morgan Stanley - Analyst

All right. Good morning. Day 2 morning session of the Morgan Stanley TMT Conference. We are super thrilled to have the Chief Financial Officer from Datadog, David Obstler. David, welcome back to the TMT conference. I think you guys have been here every single year that you've been public.

David Obstler

Datadog Inc - Chief Financial Officer

Yes. Thanks for having us back.

Sanjit Singh

Morgan Stanley - Analyst

Awesome. Yes, we're going to -- lots of talk about. Business is doing well. We've going to talk about, of course, AI and all sorts of other topics. But before I get there for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures.

Questions & Answers

Sanjit Singh

Morgan Stanley - Analyst

So with that, let's kick off the conversation. If we look at this year,

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