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- **Revenue Surge**: 28% YoY growth to $886M, driven by 25% new customer contribution and 20% non-AI native growth. 
- **AI-native Expansion**: 15 customers >$1M annually, Bits AI adoption quadruples in 1 month. 
- **Product Penetration**: 84% multi-product usage, Digital Experience ARR >$300M. 
- **Financial Strength**: 81.2% gross margin, $214M free cash flow, Q4 guidance 24% YoY. 
- **AI Differentiation**: Bits AI reduces incident resolution time by 90%, 5,000+ AI integrations. 
- **Security Momentum**: 50%+ ARR growth, Cloud SIEM wins in large deals.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 revenue of $886 million, up 28% YoY, driven by 25% contribution from new customers and 20% growth in non-AI native customers. 
- **AI Strategy Momentum**: 15 AI-native customers now spend >$1M annually, up from 100+ customers >$100K. Bits AI agents onboarded thousands of customers, with usage quadrupling in 1 month.
- **Product Adoption**: 84% of customers use 2+ products (vs 83% last year), 54% use 4+ products. Digital Experience ARR exceeds $300M, Security ARR growth >50% YoY.
- **Customer Wins**: 7+ figure deals with European telco, financial services, and Fortune 500 companies. Largest AI customer renewed with expanded commitment.

**【CFO Financial Commentary】**
- **Financial Highlights**: Gross margin 81.2%, operating margin 23%, free cash flow $214M (24% margin). RPO $2.79B (+53% YoY). 
- **Growth Drivers**: 32% OpEx growth reflects investments in AI, sales. Non-GAAP EPS $1.08 beats expectations. 
- **Guidance**: Q4 revenue $912-916M (24% YoY), FY2025 revenue $3.386-3.390B (26% YoY). 

**【Q&A Key Highlights】**
- **AI Monetization**: Bits AI agents reduce incident resolution time by 90%. 5,000+ customers use AI integrations. 
- **Sales Efficiency**: 30%+ new logo bookings YoY growth, pipeline strength for Q4. 
- **Security Growth**: Cloud SIEM wins in large deals, 50%+ ARR growth driven by Flex Logs integration. 
- **Largest Customer**: Expansion with better economics reflects volume-based pricing model. 
- **GPU Monitoring**: Early-stage product development, no revenue contribution yet.

Datadog, Inc.(DDOG)-20251106-2025 Q3 Earnings call transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

DDOG

DDOG fundamentals

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