Enterprise Software
Datadog
Datadog provides cloud infrastructure monitoring and observability software that helps enterprises track the performance and reliability of their applications, including AI workloads. Datadog reported Q1 2026 revenue of $1.006 billion (up 32% year-over-year) and raised full-year 2026 guidance to $4.30-4.34 billion, with spans sent to its LLM Observability product nearly tripling quarter-over-quarter and over 6,500 customers now sending data for AI integrations.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 85% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Datadog FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Datadog Q1 2026 earnings release — Datadog Q1 2026 revenue grows 32% to $1.006B, raises full-year guidance on AI observability demand85% source confidence
- HeyGoTrade (Datadog Q1 2026 earnings preview/recap) — Datadog's LLM Observability spans nearly triple quarter-over-quarter as AI integration customers pass 6,50076% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Datadog depends on below, and who depends on Datadog above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.