Datadog Inc
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 2019年9月19日
- 従業員数
- 8,100
- 公式サイト
- www.datadoghq.com
総合バリュエーションレンジ · 保守的 $60–$90 / 妥当 $95–$140 / 楽観的 $150–$190。$251.86 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。
レポート公開時 $218.04（2026年5月22日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally. The company's products comprise infrastructure and application performance monitoring, log management, observability pipelines, synthetics, real user monitoring, product analytics, continuous profiler, database monitoring, data observability, LLM observability, error tracking, network monitoring, incident response, workflow automation and App builder, event management, bits AI SRE, cloud cost management, cloud security, code security, cloud SIEM, threat management, sensitive data scanner, and CI visibility. Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York.
沿革
Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York, founded by Olivier Pomel and Alexis Lê-Quôc, who still serve as CEO and CTO respectively. The company completed its IPO on September 19, 2019. It has since evolved from a monitoring tool into a unified observability, security, and AI platform. In 2025, Datadog made three acquisitions for total consideration of about $178.4 million (including $109.3 million cash, about $16.1 million holdback, and 770,000 restricted shares), and issued $1 billion of 0% convertible notes due 2029, raising net proceeds of about $979.1 million.
業界での地位
Datadog operates an observability and security platform for cloud applications in the United States and internationally, offering 26 products with over 1,000 integrations; 5 products have ARR above $100 million and 3 have ARR between $50 million and $100 million. By Q1 2026 it had about 33,200 customers, of which roughly 4,550 had annualized recurring revenue over $100,000, contributing about 90% of ARR. Full-year 2025 revenue was $3.427 billion, and Q1 2026 revenue first surpassed $1 billion at $1.006 billion. Competitors include Dynatrace (FY2026 revenue $2.018 billion) and Elastic (FY2026 revenue guidance midpoint about $1.735 billion), alongside hyperscaler tools and open-source stacks; management cites an IT Operations Management market opportunity of about $82 billion by 2029, with the observability segment about $39 billion.
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