Browsing Tag
Datadog
6 posts
Datadog (NASDAQ: DDOG) beats Q2 estimates but AI customer slowdown rattles investors
Datadog delivered 36% second-quarter revenue growth and another earnings beat, yet its shares fell roughly 19% after management disclosed lower usage from a major AI customer. The selloff exposes a central question for the observability company: can broad enterprise adoption offset volatility from unusually large AI workloads?
Vercel adds Amit Agarwal to board as agentic infrastructure business scales past $500m ARR
Vercel has appointed former Datadog President Amit Agarwal to its board after crossing $500 million in annualized run-rate revenue in early July. His experience scaling a developer-first product through enterprise expansion and an initial public offering arrives as Vercel attempts a similar transition from frontend development platform to broader agentic infrastructure provider.
JFrog stock surges 18% on AI software supply chain breakout: What FROG investors need to watch next
Software supply chain attacks keep escalating. JFrog's cloud just crossed 50% of revenue and AI is driving the consumption growth above contracted minimums.
Akamai stock surges 20% on $1.8bn AI cloud deal: What AKAM investors need to watch next
Wall Street wrote off Akamai as a fading CDN name. One $1.8B cloud deal and 40% Cloud Infrastructure growth just rewrote the entire AKAM thesis overnight.
Datadog’s revenue soars past $2.6bn! Find out what’s driving its cloud security success
Datadog, Inc., a leading cloud security platform, has announced strong financial results for both the fourth quarter and…
NinjaOne announces $231.5m Series C funding to lead endpoint management innovation
NinjaOne, a frontrunner in IT solutions for endpoint management, security, and visibility, announced its latest financial milestone with…