DDOG - Datadog Inc. (DDOG) Morgan Stanley Technology Media & Telecom Conference (Transcript)
2024-03-05 15:41:06 ET
Datadog, Inc. (DDOG)
Morgan Stanley Technology, Media & Telecom Conference
March 5, 2024 12:30 PM ET
Company Participants
Olivier Pomel - CEO
David Obstler - CFO
Conference Call Participants
Sanjit Singh - Morgan Stanley
Presentation
Sanjit Singh
All right. Good morning. We are here to talk Datadog and Observability. We have CEO, Olivier Pomel; and CFO, David Obstler. Olivier and David, thank you for coming to the TMT Conference once again. I think you've been here, I think, 3 or 4 years in a row now. So we really appreciate it.
Let me get through the research disclosures for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
So Oli, we're coming off another successful year for Datadog. We're looking at 27% revenue growth, 23% operating margin. So you're at sort of rule of 50 financials, serving over 27,000 customers. But we've been going through a sort of tech downturn, I guess, over the last several quarters.
To kick off the conversation, what did you learn about Datadog during this downturn? And anything that you were particularly surprised by?...
Datadog, Inc. (DDOG) Morgan Stanley Technology, Media & Telecom Conference (Transcript)