Software Stack Investing
Investing analysis of the software companies that power next generation digital businesses. The host has significant experience leading software engineering for a number of large consumer Internet properties. He brings insights as a technology practitioner and budget owner to evaluating software infrastructure companies in categories like developer tooling, big data, observability and application hosting. Sample company stocks covered include SNOW, NET, DDOG, MDB, CRWD, ZS and GTLB. Podcast supplements the content on SoftwareStackInvesting.com. Follow on Twitter @StackInvesting.
Software Stack Investing
Datadog (DDOG) Q4 2022 Earnings Review
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Software Stack Investing
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Season 2
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Episode 7
After enjoying several years of hypergrowth, Datadog's revenue outlook for this year reflects a substantial slowdown. The challenge for investors is to discern whether annual growth in the mid-20% range is the new norm for Datadog or reflective of headwinds from the broader pullback in IT spend.
For the complete review, check out the blog: https://softwarestackinvesting.com/datadog-ddog-q4-2022-earnings-review/
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