Datadog Inc (XSWX:DDOG)
CHF 213.9 +1.95 (+0.92%) Market Cap: 77.99 Bil Enterprise Value: 75.18 Bil PE Ratio: 694.18 PB Ratio: 24.16 GF Score: 83/100

Datadog Inc at UBS Global Technology and AI Conference Transcript

Dec 02, 2025 / 07:15PM GMT
Unidentified Participant

Okay. Great. David, Wonderful to have you back to the UBS Tech Conference in Scottsdale. It was nice to see out on the course. David played well as I did miraculously, so we had fun outside of the venue here.

David Obstler
Datadog Inc - Chief Financial Officer

Thanks for having us. It's a beautiful -- yesterday, it was a beautiful day.

Unidentified Participant

Gorgeous wasn't it? And I hope you guys had a little fun playing with [Sergio] for those that did.

Questions & Answers

Unidentified Participant

So David, maybe we'll start, like there were -- there are a number of things about your recent quarter that were really strong. Your court did better. Your AI native breadth widened out a little bit. You renewed that big contract. So a lot of good things to talk about. So let's take those in order.

I think one of the things that stood out to me was the strength in the core. So exiting out all the AI natives, the core accelerated. Can you add a little bit

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