Datadog, Inc. (DDOG) Presents at Citi's 2026 Global TMT Conference Transcript

Good evening to those of us joining on the webcast. I'll give you all a couple of minutes to settle in here, but without further ado, just a few introductions. My name is Fatima Boolani. I jointly head up our enterprise software research coverage here at Citi. And I have the distinct pleasure of hosting our keynote session this afternoon with the CEO and Founder of Datadog, Olivier Pomel, Olivier, thank you so much for taking some time to sit down with me this afternoon.

Thank you for having me. We actually were 15-minute walk away from here. So I can get right back to work afterwards.

Good. You got your steps in. We want to give you a balanced schedule today. I wanted to set the stage with you with the words Sweet 16, Datadog is 16 years old as of June, and you're approaching right around half that time as a public company, went public in 2019. So I wanted to ask you, what is the latest and greatest on where Datadog is today, and how the company has evolved not only in its tenure as a public company over the last 16 years, but most notably in the last 12 to 18 months.

So well, first of all, it's been a lot of growth. So when we took the company public, we were right in the middle of what I would say, in the early innings of the cloud migration, and that's what