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?...
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Datadog, Inc. (DDOG) Morgan Stanley Technology, Media & Telecom Conference (Transcript)