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Datadog, Inc. (DDOG) Presents at J.P. Morgan 54th Annual ...
2026-05-20 · via All Articles on Seeking Alpha

Datadog, Inc. (DDOG) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 1:35 PM EDT

Company Participants

Olivier Pomel - Co-Founder, CEO & Director

Presentation

Unknown Analyst

Welcome, everybody. Thank you for joining. It's a great pleasure to be here with Olivier Pomel, CEO and Co-Founder of Datadog. Olivier, thank you for joining us.

Olivier Pomel
Co-Founder, CEO & Director

Great to be here.

Question-and-Answer Session

Unknown Analyst

I think we'll start off on a great note. This time last year, you were on stage with us. We highlighted that you were one of only 4 enterprise software companies growing mid-20s plus. We said something very rare was happening at Datadog a year later and looking back, I think maybe we understated that a little bit. You're now growing over 30% at a $4 billion scale. So can you help us in layman terms understand the problem that you're solving out there? Why it's so critical for customers and what do you think the phenomena that are fueling your growth at scale?

Olivier Pomel
Co-Founder, CEO & Director

Yes. So I mean, look, we do observability and security. So we sell to engineers and product teams and our customers. We help them understand whether the software, the services that they're shipping are actually working. They're working as appropriate for their customers, if they are fast enough and if those products deliver the right business value for them and for their customers. So that's fundamentally what we do. We serve every type of company from the 10-year startup, the newest AI company all the way to the largest and the oldest enterprises and with pretty much everything in between.

The reason why we see demand, I think there's 2 aspects. One of them is we're in still fairly