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The Internet Compass

Public · Founded 2010

Datadog

Observability platform spanning infrastructure monitoring, APM, logs and security.

New York7,900 employeesCEO Olivier Pomeldatadoghq.com

Overview

Datadog's growth came from land-and-expand across product lines rather than depth in any single one. The strategic risk is cost: customers increasingly audit observability spend as aggressively as cloud spend.

Key metrics

Revenue
$3.4B
Customers > $100k ARR
3,860
Net revenue retention
116%
Customers using 4+ products
53%

Products

Timeline

  1. 2010

    Founded

    Started as infrastructure monitoring for cloud-native teams.

  2. 2019

    IPO

    Listed on Nasdaq; shares priced above range.

  3. 2022

    Security expansion

    Cloud SIEM and CSPM added to the platform.

  4. 2026

    LLM observability

    Model tracing and cost attribution shipped as a distinct product line.

Compensation at Datadog

Reported median total compensation by role.

Competitors