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Datadog says monetization of AI-agent observability has begun as thousands of customers adopt capabilities that trace machine-generated decisions, framing an emerging "inference economy" that increases telemetry needs. Dynatrace countered with a Cursor Marketplace plugin that gives coding agents live production context, highlighting a direct competitive race. Datadog's usage-based model and stronger recent revenue growth contrast with Dynatrace's data-consumption pricing and slower ARR growth, while both firms face execution and optimization risks as agent usage evolves. » Altro su finance.yahoo.com

At the Goldman Sachs conference Datadog said future growth will come from cloud migration, AI monitoring, and automation tools. The company emphasizes its data advantage through extensive time-series data, is investing heavily in research, GPUs and inference infrastructure, and plans to help customers control costs and automate with new products (e.g., Infinite Cardinality Metrics, Federated Logs, Bits). Monetization of AI is still in its early stages but already shows initial revenue and rising net retention; the company sees growth potential mainly in further cloud migration by large enterprise customers. Datadog is expanding its large-account business and positions observability as a central component for future AI and automation applications. » Altro su de.investing.com

At the Citi Global TMT Conference, Datadog reported revenue growth of 36% in the last quarter and said growth is expanding beyond AI-native customers to traditional customers, which are growing in the high 20% range. The number of AI-native customers rose to about 750, and gross customer retention is in the high 90s. The company is shifting to AI credits and more flexible pricing, invests roughly 30% of revenue (~$1bn) in R&D, and is acquiring Adaptive ML to accelerate work on reinforcement learning and custom models. Datadog views observability as a central software category in the AI era and expects further growth from deeper usage by existing customers, new products, and higher AI infrastructure spending. » Altro su de.investing.com