Datadog, Inc. (DDOG) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.16K Followers Follow Datadog, Inc. ( DDOG ) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 12:30 PM EDT Company Participants David Obstler - Chief Financial Officer Presentation Unknown Analyst Everyone, welcome to the Datadog session where we are debating strong suits versus weak suits in pop culture and trivia. It's a real pleasure to have David, CFO of Datadog on stage with me. David, I really appreciate you making the time to be with us this morning. We started having a couple of really interesting conversations over dinner last night that I'd love to talk through a little bit with a broader audience. Question-and-Answer Session Unknown Analyst The first one is this idea of applying proprietary data to an SLM or an LLM. David Obstler Chief Financial Officer Yes. Unknown Analyst And Datadog has a really unique data set if I think about the types of observability data that you've been collecting since the founding of the company. Tell us a little bit about what Datadog can do with that time series forecast and how you could apply it to the next product cycles in your business? David Obstler Chief Financial Officer Yes. Great question. So we used to call it ML or Correlation. So for a long time, Datadog's, one of their strengths has been to be able to aggregate enough information around the signals of the functioning of client-facing applications and to be able to be somewhat predictive. And AI and models have provided a very unique opportunity. We recently made an acquisition of a company called Adaptive ML, which is a specialist in reinforcement learning around areas in IT management and observability that we cover. And that with the data we have on observability and the functionality of applications and the research lab that we've created, we