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how much of the business today is recurring in nature versus onetime?
you noticed some like weakness in North America and Europe. Maybe some more detail on what particularly went wrong there?
the ramp Q3 to Q4? Is it more of a sustained growth in CIS and then sort of a big hockey stick?
the company willing to go into either a net debt position or access more equity capital to fund
is that more of a public cloud opportunity, or was it specifically for Akamai Technologies, Inc. Inference Cloud?
Can you speak a little bit about the pipeline? I know we have some really big customers looking at the opportunity. But just in terms of the breadth of interest pipeline. Any color you can provide ...
Does that still hold? And as we think about this increase in CapEx, how should we think about that translating into revenue from a timing perspective, both this year and then maybe going beyond 2026?
In terms of when does that potentially stop being a headwind to overall growth?
Is there a security attach opportunity associated with Akamai Inference Cloud
can you talk about the -- how much Edgio contributed to your revenue in the quarter
in terms of like the enterprise AI app dev cycle, what does that look like for Datadog over the last couple of quarters?
Was it a similar duration? And in terms of the lower usage, is that a function of the customer getting lower unit price because of making a new commitment?
Just wanted to do a sanity check just on the sort of overall backdrop macro backup, we do have some geopolitical tensions
the category look like when agents are doing the triaging investigating versus human engineers and human SREs
can customers use these tools to build, you know, homegrown solutions for observability. Just get your latest comments on the defensibility of the category
In a world where there's a greater mix between human SREs and agentic SREs, is there any sort of evolution that we need to think about
What do you sort of put the improved performance in growth this quarter on
Is there any work you think Datadog has to do to sort of infiltrate that market or make sure that customers look to Datadog as that Agentic monitoring capability
What's your prospect for this pool of the business, this part of the business to drive growth for the balance of the year and going into 2026
the guidance is really strong, and so when I think about that potential risk, is it fair to assume that it's not something that you're seeing right now
what are the trend lines on core cloud migration
what the vision is about moving into data observability and how consequential of an opportunity could it be for Datadog
how you're thinking about this year in terms of the magnitude of change versus the prior year
what seems to be driving the renewed interest in logs and cloud SIEM that get you excited about the opportunity
do you think that there's going to be a security opportunity around not just running and orchestrating these agents
give me some color on how federal performed via your expressed relative to expectations? I know we had a government shutdown to deal with.
Bill, could you just detail a little bit about your agent strategy in that more fragmented landscape, what's going to give ServiceNow, the license to win? And also importantly, what are you contemp...
what sort of inflected in the quarter
just want to get your perspective on the durability of that 27%, given that it's a consumption model
when I look at your Q4 guide, it's probably the best sequential guide I've seen from the company in a couple of years.
do you see kind of durable growth, or is this customers addressing their legacy data infrastructure?
How was consumption sort of exiting the quarter and through the month of May?
On your comment on these large customers in Q4 exhausting their commitments, but not necessarily renewing going on-demand
where does pricing go to and evolve over the next, one to three years?
does that sort of move the needle from that perspective? And then when you think about some of the uncertainty in the macro