Research Feed
Datadog Q4: Quality Beat Confirms AI Is SaaS Accelerant, Not Threat
Datadog's Q4 2025 earnings call delivered the most important signal buried in the numbers: the broad-base business (excluding AI-native customers) re-accelerated from 20% to 23% YoY growth and continued that pace into January. This isn't just a beat — it's confirmation of a pattern emerging across m