Howard Ma (Guggenheim)

Focus Areas5 topics

Revenue Growth2Product Launch1Margin1Cloud & AI1Demand1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

DDOGDatadog2 quarters

2025 Q4

Is the question is, is that a reacceleration, and is the growth driven by AI-native companies

Revenue GrowthProduct LaunchView in transcript →

are the large AI-native customers significantly diluted to gross margin

2025 Q1

I was hoping you guys could reconcile the consumption downtick in the Enterprise segment versus the strong new logo ARR growth