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) Q1 2023 Earnings Review
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Software Stack Investing
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Season 2
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Episode 14
Datadog stock surged 45% over the month of May, following their earnings report on May 4th. The results aligned with the common theme of "better than expected", shared with several other software companies reporting results recently. This outperformance appears to have set a baseline across the software sector, with upward momentum building as more companies report results. A new tailwind has been excitement around the potential for AI to drive an incremental demand cycle for software and security infrastructure.
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