Datadog, Inc. (DDOG) 53rd Annual Nasdaq Investor Conference December 10, 2025 3:30 AM EST
Company Participants
David Obstler – Chief Financial Officer
Presentation
Unknown Analyst
Good morning, everyone. Welcome to day 2 of Nasdaq London. We’re really happy to kick it off strong with the Datadog management team. We’re really happy to have David Obstler, Chief Financial Officer of Datadog, to join us for day 2. Thank you, David for coming.
David Obstler
Chief Financial Officer
Thanks for having us. Appreciate it.
Unknown Analyst
Yes. So David and I have known each other for years now, going back to the IPO…
David Obstler
Chief Financial Officer
7 or 8 years.
Unknown Analyst
7 or 8 years. You guys were the shiny new kid on the block and time flies.
David Obstler
Chief Financial Officer
You say I’m not shiny. I’m shy. Well, I certainly not shiny.
Question-and-Answer Session
Unknown Analyst
That might be your thing. But I thought we’d kick off maybe just sort of at a foundational level for our European investors, right? And I call this sort of the Datadog flywheel. Like since you guys have been public, yes, you guys have delivered kind of top decile growth in enterprise software. That’s come along with great margin as well. So wondering if you could describe the core elements of the business model that allows the company to deliver that combination of both growth and profitability.
David Obstler
Chief Financial Officer
Yes. Good question. I think about it a lot. Thank you to our founders, Alexis and Oli because they created a platform that can be adopted without friction, not a seat model, a usage model, very strong time to value. So one of the things that has helped Datadog continue to invest has been a really efficient go-to-market where once our clients land and adopt the platform, they
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