Datadog (DDOG) Q3 2025 Earnings Call Transcript
View original at nasdaq.comDatadog (DDOG) Q3 2025 Earnings Call Transcript Image source: The Motley Fool. Date Nov. 6, 2025 4:46 p.m. ET Call participants Chief Executive Officer and Co-Founder — Olivier PomelChief Financial Officer — David ObstlerVice President, Investor Relations — Yuka Broderick Need a quote from a Motley Fool analyst?…
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Cloud plus AI TAM expected to grow to trillions of dollars
80% confidenceNon-AI customer YoY growth accelerated to 20% in Q3 from 18% in Q2
80% confidenceOctober trends show non-AI growth acceleration continuing
80% confidenceNew logo annualized bookings more than doubled year-over-year, reaching a new record
80% confidenceLLM spans sent quadrupled in recent months
80% confidenceThe portion of year-over-year revenue growth related to new customers was about 25% in Q3, up from 20% in Q2
80% confidenceBits AI Security Agent automates 90% of issue triage
80% confidenceGPU monitoring products don't generate any significant revenue yet and represent a future opportunity
80% confidenceThe sequential usage growth for non-AI existing customers was the highest seen going back 12 quarters
80% confidenceCustomer reported that with Bits AI SRE being on call 24/7, mean time to resolution for services has improved significantly
80% confidenceCustomer reported being very hooked on Datadog due to the MCP server tool
80% confidenceLong-term gross margin target remains plus or minus 80%, unchanged
80% confidenceOperating expense growth was 32% YoY in Q3, down from 36% in Q2
80% confidence