Datadog: Near-Term Uncertainty In The Long-Term Winner Creates Perfect Buying Opportunity

Monica Click There are lots of concerns weighing on the minds of Datadog (NASDAQ: DDOG ) investors. With the company largely clearing the hurdle in its 3Q22 results, there are still some concerns for the 4Q22 results and what might the full year 2023 guidance for the company be. Some of the concerns include the hyperscalers slowing momentum, concerns about end demand for observability and worries about the consumption model of Datadog. This article aims to provide investors with a preview for Datadog’s earnings that is expected to be released on 16 February. I have written a previous article on Datadog, which can be found here . Brief company description Datadog was founded in 2010 and was publicly listed in 2019. It is a monitoring and security platform for cloud applications, catering to users like developers, IT operations teams and business users. The company first started out in infrastructure monitoring and has expanded to observability, application performance monitoring, log management, UX and more recently into AIOps and Security. Cloud spend optimization, slower workload migration, and decelerating hyperscaler growth There is no doubt that Datadog could see a slowdown as what we have seen for the hyperscalers, which have thus […]

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