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Datadog, Inc. (DDOG) 53rd Annual Nasdaq Investor Convention December 10, 2025 3:30 AM EST
Firm Contributors
David Obstler – Chief Monetary Officer
Presentation
Unknown Analyst
Good morning, everybody. Welcome to day 2 of Nasdaq London. We’re actually pleased to kick it off sturdy with the Datadog administration staff. We’re actually pleased to have David Obstler, Chief Monetary Officer of Datadog, to affix us for day 2. Thanks, David for coming.
David Obstler
Chief Monetary Officer
Thanks for having us. Respect it.
Unknown Analyst
Sure. So David and I’ve identified one another for years now, going again to the IPO…
David Obstler
Chief Monetary Officer
7 or 8 years.
Unknown Analyst
7 or 8 years. You guys had been the shiny new child on the block and time flies.
David Obstler
Chief Monetary Officer
You say I am not shiny. I am shy. Nicely, I definitely not shiny.
Query-and-Reply Session
Unknown Analyst
That is perhaps your factor. However I believed we might kick off perhaps simply type of at a foundational stage for our European buyers, proper? And I name this type of the Datadog flywheel. Like because you guys have been public, sure, you guys have delivered sort of high decile development in enterprise software program. That is come together with nice margin as effectively. So questioning for those who might describe the core parts of the enterprise mannequin that permits the corporate to ship that mixture of each development and profitability.
David Obstler
Chief Monetary Officer
Sure. Good query. I give it some thought so much. Thanks to our founders, Alexis and Oli as a result of they created a platform that may be adopted with out friction, not a seat mannequin, a utilization mannequin, very sturdy time to worth. So one of many issues that has helped Datadog proceed to take a position has been a very environment friendly go-to-market the place as soon as our shoppers land and undertake the platform, they
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