DDOG News and Press, Datadog Inc. From 05/29/24

2024-05-29 17:38:58 ET Summary Snowflake Inc's business growth has been slowing down over the past few quarters, putting it in a vulnerable position. The company's net revenue retention rate has dropped, and operating costs are increasing, leading to negative EBIT and disappointin...

2024-05-23 13:16:29 ET More on Datadog, JFrog, etc. Datadog, Inc. (DDOG) 52nd J.P. Morgan Annual Global Technology, Media & Communications Conference (Transcript) Datadog: It's Not Cheap, But The Best Are Rarely On Sale Datadog, Inc. (DDOG) Presents at Needham 19...

2024-05-23 10:53:58 ET Summary Snowflake Inc.'s Q1 2025 revenue outperformance continues to highlight improving consumption trends, reinforced by early observations of strong uptake for its upcoming AI/ML-focused product pipeline. The raised FY 2025 revenue guidance remains well-p...

2024-05-21 13:53:10 ET More on Snowflake Snowflake: After-Earnings Selloffs Are Common Snowflake: Growth Is Hardly Cheap, Especially With AI Stocks (Rating Upgrade) Snowflake: Too Much Revenue From Small Companies Earnings week ahead: NVIDIA, Target, Zoom Vid...

2024-05-20 16:49:18 ET Summary Sprout Social's stock has dropped by over 50% YTD after uninspiring Q1 2024 results. The company's co-founder and Chairman of the Board, Justyn Howard, will step down as CEO, and the current President, Ryan Barretto will take over. Sprout Social ...

2024-05-20 16:01:09 ET Datadog, Inc. (DDOG) 52nd J.P. Morgan Annual Global Technology, Media & Communications Conference May 20, 2024 12:30 PM ET Company Participants Olivier Pomel - CEO Conference Call Participants Mark Murphy - JPMorgan Chase & Co ...

2024-05-20 14:23:40 ET Summary The cybersecurity industry is forecasted to reach $273.5 billion in 2028 driven by the growing threat of cyber attacks due to the rise of generative AI tools. I expect SentinelOne to gain market share in the coming years due to the expected improveme...

2024-05-19 12:39:43 ET Summary Dynatrace reported strong Q4 FY24 earnings with revenue and earnings growing 23% and 36% YoY respectively. The company is winning large deals as it strengthens its partner network, while deepening adoption as vendors increasingly consolidate from poi...

2024-05-18 04:59:00 ET Few tech innovations are as important to modern organizations as the cloud. A company can rent computing power from centralized data centers (which are often managed by tech giants) and run its operations online for a fraction of the cost of building and maintaining i...

2024-05-16 15:38:13 ET Summary Project $1M is a long-term buy-and-hold portfolio that aims to turn $275K into $1M by 2025 and outperform the S&P 500. 2024 has seen a positive start to the year. What's old is new - A new addition to the portfolio is a name that has been in ...