Datadog shows impressive 40%+ revenue CAGR, but trades at over 400x P/E and a PEG above 3. Click to read why DDOG is rated a ...
CrowdStrike and Okta dropped results after Wednesday's close, and the shockwave landed hardest on the cybersecurity names the ...
Palo Alto Networks ( PANW) CEO Nikesh Arora made attempts in recent years to purchase Datadog ( DDOG) and Okta ( OKTA ).
Palo Alto stock tries to roll up the AI cybersecurity industry and buy out its competition.
The French duo behind US tech firm Datadog Inc. have been on a roller-coaster ride since listing their company about seven ...
The Information reported that between late 2024 and early 2025, Arora held a series of meetings with Okta CEO Todd McKinnon. The talks progressed to the point where the companies discussed product ...
A nine-figure contract does not fix all revenue under Datadog’s usage-based model.
AI cloud stocks are drifting lower midday Monday, and the group’s tone reflects a single scheduled supply event rather than a ...
Datadog's growing portfolio of artificial intelligence products is experiencing high demand, but its stock is expensive.
A growing number of large clients, and strong demand from AI customers helped Datadog beat quarterly earnings and revenue ...
So why did a 36% growth quarter set off a double-digit sell-off?