Read on TwitterThis company was GROWING by 122% in Q4 ’19
Despite the pandemic
AND raise its GROSS MARGINS to 79%
It is providing
Here is an EASY thread
68% GROWTH RATE https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht">This company was GROWING by 122% in Q4 ’19Despite the pandemic https://abs.twimg.com/emoji/v2/... draggable="false" alt="😷" title="Gesicht mit Mundschutz" aria-label="Emoji: Gesicht mit Mundschutz"> It grew by 68% https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚀" title="Rakete" aria-label="Emoji: Rakete">AND raise its GROSS MARGINS to 79% https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein">It is providing https://abs.twimg.com/emoji/v2/... draggable="false" alt="📃" title="Seite mit Eselsohr" aria-label="Emoji: Seite mit Eselsohr"> Log Management https://abs.twimg.com/emoji/v2/... draggable="false" alt="📱" title="Mobiltelefon" aria-label="Emoji: Mobiltelefon"> Application Performance Management https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht"> Security monitoringHere is an EASY thread https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">" title="https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht"> 68% GROWTH RATE https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht">This company was GROWING by 122% in Q4 ’19Despite the pandemic https://abs.twimg.com/emoji/v2/... draggable="false" alt="😷" title="Gesicht mit Mundschutz" aria-label="Emoji: Gesicht mit Mundschutz"> It grew by 68% https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚀" title="Rakete" aria-label="Emoji: Rakete">AND raise its GROSS MARGINS to 79% https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein">It is providing https://abs.twimg.com/emoji/v2/... draggable="false" alt="📃" title="Seite mit Eselsohr" aria-label="Emoji: Seite mit Eselsohr"> Log Management https://abs.twimg.com/emoji/v2/... draggable="false" alt="📱" title="Mobiltelefon" aria-label="Emoji: Mobiltelefon"> Application Performance Management https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht"> Security monitoringHere is an EASY thread https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">" class="img-responsive" style="max-width:100%;"/>
$DDOG was founded in 2010 by Olivier Pomel and Alexis Le-Quoc 
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👥" title="Silhouette von Büsten" aria-label="Emoji: Silhouette von Büsten"> They met while working at Wireless Generation https://abs.twimg.com/emoji/v2/... draggable="false" alt="📡" title="Satellitenantenne" aria-label="Emoji: Satellitenantenne">
The pair set out to build a software that reduces friction between developershttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🧑💻" title="Technologist" aria-label="Emoji: Technologist"> and system-admins https://abs.twimg.com/emoji/v2/... draggable="false" alt="👨💼" title="Man office worker" aria-label="Emoji: Man office worker">
The pair set out to build a software that reduces friction between developers
In very simple terms, $DDOG enables developers and operations teams to get a centralised view https://abs.twimg.com/emoji/v2/... draggable="false" alt="👀" title="Augen" aria-label="Emoji: Augen"> of their infrastructure https://abs.twimg.com/emoji/v2/... draggable="false" alt="📟" title="Pager" aria-label="Emoji: Pager">
Meaning that they can monitor their cloudhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="☁️" title="Wolke" aria-label="Emoji: Wolke"> servers https://abs.twimg.com/emoji/v2/... draggable="false" alt="💻" title="Computer" aria-label="Emoji: Computer"> apps, services… in one place https://abs.twimg.com/emoji/v2/... draggable="false" alt="📍" title="Runde Reißzwecke" aria-label="Emoji: Runde Reißzwecke">
Meaning that they can monitor their cloud
This is done through real-time https://abs.twimg.com/emoji/v2/... draggable="false" alt="⏱" title="Stoppuhr" aria-label="Emoji: Stoppuhr"> interactive dashboards, full-text search https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔍" title="Nach links zeigende Lupe" aria-label="Emoji: Nach links zeigende Lupe"> and collaboration tools https://abs.twimg.com/emoji/v2/... draggable="false" alt="📣" title="Anfeuerungsmegafon" aria-label="Emoji: Anfeuerungsmegafon"> (discussion, data sharing)
In more details, $DDOG offers 3 main tools
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📃" title="Seite mit Eselsohr" aria-label="Emoji: Seite mit Eselsohr"> Log Management
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📱" title="Mobiltelefon" aria-label="Emoji: Mobiltelefon"> Application Performance Management (APM)
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht"> Security monitoring and alerts
In more details, $DDOG offers 3 main tools
When IT systems are running, it outputs information about its state
Log ManagementWhen IT systems are running, it outputs information about its state https://abs.twimg.com/emoji/v2/... draggable="false" alt="🗣" title="Silhouette eines sprechenden Kopfes" aria-label="Emoji: Silhouette eines sprechenden Kopfes">https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> The process successfully ran? Output a success messagehttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🚩" title="Dreieckige Fahne an einem Pfosten" aria-label="Emoji: Dreieckige Fahne an einem Pfosten"> Is there an error? Output an error messagehttps://abs.twimg.com/emoji/v2/... draggable="false" alt="⚠️" title="Warnsignal" aria-label="Emoji: Warnsignal"> Is there a cause for concern (e.g. memory space running low)? Output a warning" title="https://abs.twimg.com/emoji/v2/... draggable="false" alt="📃" title="Seite mit Eselsohr" aria-label="Emoji: Seite mit Eselsohr"> Log ManagementWhen IT systems are running, it outputs information about its state https://abs.twimg.com/emoji/v2/... draggable="false" alt="🗣" title="Silhouette eines sprechenden Kopfes" aria-label="Emoji: Silhouette eines sprechenden Kopfes">https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> The process successfully ran? Output a success messagehttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🚩" title="Dreieckige Fahne an einem Pfosten" aria-label="Emoji: Dreieckige Fahne an einem Pfosten"> Is there an error? Output an error messagehttps://abs.twimg.com/emoji/v2/... draggable="false" alt="⚠️" title="Warnsignal" aria-label="Emoji: Warnsignal"> Is there a cause for concern (e.g. memory space running low)? Output a warning" class="img-responsive" style="max-width:100%;"/>
What is $DDOG doing here https://abs.twimg.com/emoji/v2/... draggable="false" alt="⁉️" title="Ausrufe-Fragezeichen" aria-label="Emoji: Ausrufe-Fragezeichen">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧑💻" title="Technologist" aria-label="Emoji: Technologist"> Well, if you just run 1 system, you can easily digest the logs on your ownhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🏔" title="Schneebedeckter Berg" aria-label="Emoji: Schneebedeckter Berg"> But what if you run a business and relies on multiple applications, servers, services, databases?" title="https://abs.twimg.com/emoji/v2/... draggable="false" alt="⁉️" title="Ausrufe-Fragezeichen" aria-label="Emoji: Ausrufe-Fragezeichen"> What is $DDOG doing here https://abs.twimg.com/emoji/v2/... draggable="false" alt="⁉️" title="Ausrufe-Fragezeichen" aria-label="Emoji: Ausrufe-Fragezeichen">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧑💻" title="Technologist" aria-label="Emoji: Technologist"> Well, if you just run 1 system, you can easily digest the logs on your ownhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🏔" title="Schneebedeckter Berg" aria-label="Emoji: Schneebedeckter Berg"> But what if you run a business and relies on multiple applications, servers, services, databases?" class="img-responsive" style="max-width:100%;"/>
You can use $DDOG to centralise ALL YOUR LOGS
These logs are then also analysed for anomalyhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🤕" title="Gesicht mit Kopfbandage" aria-label="Emoji: Gesicht mit Kopfbandage"> and trends detection https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend">
Users can then search inside these logshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔍" title="Nach links zeigende Lupe" aria-label="Emoji: Nach links zeigende Lupe"> create dynamic dashboards https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm"> and build sophisticated alerts https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht">
These logs are then also analysed for anomaly
Users can then search inside these logs
and trends detection https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend">Users can then search inside these logs https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔍" title="Nach links zeigende Lupe" aria-label="Emoji: Nach links zeigende Lupe"> create dynamic dashboards https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm"> and build sophisticated alerts https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht">" title="You can use $DDOG to centralise ALL YOUR LOGSThese logs are then also analysed for anomaly https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤕" title="Gesicht mit Kopfbandage" aria-label="Emoji: Gesicht mit Kopfbandage"> and trends detection https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend">Users can then search inside these logs https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔍" title="Nach links zeigende Lupe" aria-label="Emoji: Nach links zeigende Lupe"> create dynamic dashboards https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm"> and build sophisticated alerts https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht">" class="img-responsive" style="max-width:100%;"/>
APM ensures that an application remains available
Application Performance Management (APM)APM ensures that an application remains available https://abs.twimg.com/emoji/v2/... draggable="false" alt="💻" title="Computer" aria-label="Emoji: Computer"> and works efficiently https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏎" title="Rennauto" aria-label="Emoji: Rennauto"> (costs, speed, required infrastructure)https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> It basically monitors whether an application is working as it should" title="https://abs.twimg.com/emoji/v2/... draggable="false" alt="📱" title="Mobiltelefon" aria-label="Emoji: Mobiltelefon"> Application Performance Management (APM)APM ensures that an application remains available https://abs.twimg.com/emoji/v2/... draggable="false" alt="💻" title="Computer" aria-label="Emoji: Computer"> and works efficiently https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏎" title="Rennauto" aria-label="Emoji: Rennauto"> (costs, speed, required infrastructure)https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> It basically monitors whether an application is working as it should" class="img-responsive" style="max-width:100%;"/>
It can be done through Real User Monitoring, Network Monitoring and Distributed Tracing https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> $DDOG does all of these and is able to provide a full end-to-end tracing of users
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer"> This by integrating with Log Management https://abs.twimg.com/emoji/v2/... draggable="false" alt="📃" title="Seite mit Eselsohr" aria-label="Emoji: Seite mit Eselsohr"> and providing a easy-to-use and understand dashboard https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> $DDOG does all of these and is able to provide a full end-to-end tracing of usershttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer"> This by integrating with Log Management https://abs.twimg.com/emoji/v2/... draggable="false" alt="📃" title="Seite mit Eselsohr" aria-label="Emoji: Seite mit Eselsohr"> and providing a easy-to-use and understand dashboard https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm">" title="It can be done through Real User Monitoring, Network Monitoring and Distributed Tracing https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> $DDOG does all of these and is able to provide a full end-to-end tracing of usershttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer"> This by integrating with Log Management https://abs.twimg.com/emoji/v2/... draggable="false" alt="📃" title="Seite mit Eselsohr" aria-label="Emoji: Seite mit Eselsohr"> and providing a easy-to-use and understand dashboard https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm">" class="img-responsive" style="max-width:100%;"/>
Meaning that they can monitor ALL OF A USER’S STEPS https://abs.twimg.com/emoji/v2/... draggable="false" alt="🐾" title="Pfotenabdrücke" aria-label="Emoji: Pfotenabdrücke"> when interacting with a business’ IT systems of all kinds https://abs.twimg.com/emoji/v2/... draggable="false" alt="🎭" title="Darstellende Künste" aria-label="Emoji: Darstellende Künste">
From the screenhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="💻" title="Computer" aria-label="Emoji: Computer"> to the database and going through the servers https://abs.twimg.com/emoji/v2/... draggable="false" alt="📟" title="Pager" aria-label="Emoji: Pager">
From the screen
Monitoring these steps and their consequences on a organisation’s IT infrastructure enables it to find weak spots it should improve on
Here is $PTON Customer Storyhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">u2028u2028 https://www.datadoghq.com/customers/?video=peloton">https://www.datadoghq.com/customers...
Here is $PTON Customer Story
What could $DDOG capabilities be used for as well? You’ve guessed it!
These monitoring capabilities enables it to detect suspicious behaviours
As always with $DDOG these alerts can be mapped https://abs.twimg.com/emoji/v2/... draggable="false" alt="🗺" title="Weltkarte" aria-label="Emoji: Weltkarte"> on a clean dashboard https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm"> and shared with colleagues across your organisation https://abs.twimg.com/emoji/v2/... draggable="false" alt="👥" title="Silhouette von Büsten" aria-label="Emoji: Silhouette von Büsten">
on a clean dashboard https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm"> and shared with colleagues across your organisation https://abs.twimg.com/emoji/v2/... draggable="false" alt="👥" title="Silhouette von Büsten" aria-label="Emoji: Silhouette von Büsten">" title="As always with $DDOG these alerts can be mapped https://abs.twimg.com/emoji/v2/... draggable="false" alt="🗺" title="Weltkarte" aria-label="Emoji: Weltkarte"> on a clean dashboard https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm"> and shared with colleagues across your organisation https://abs.twimg.com/emoji/v2/... draggable="false" alt="👥" title="Silhouette von Büsten" aria-label="Emoji: Silhouette von Büsten">" class="img-responsive" style="max-width:100%;"/>
So by now, it should be clear what $DDOG is doing
https://abs.twimg.com/emoji/v2/... draggable="false" alt="1️⃣" title="Tastenkappe Ziffer 1" aria-label="Emoji: Tastenkappe Ziffer 1"> Is there a market https://abs.twimg.com/emoji/v2/... draggable="false" alt="🛍" title="Einkaufstaschen" aria-label="Emoji: Einkaufstaschen"> for that?
https://abs.twimg.com/emoji/v2/... draggable="false" alt="2️⃣" title="Tastenkappe Ziffer 2" aria-label="Emoji: Tastenkappe Ziffer 2"> How is competition https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤺" title="Person fencing" aria-label="Emoji: Person fencing"> doing?
https://abs.twimg.com/emoji/v2/... draggable="false" alt="3️⃣" title="Tastenkappe Ziffer 3" aria-label="Emoji: Tastenkappe Ziffer 3"> Can $DDOG win? https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">
According to Markets And Markets
According to Mordor Intelligence
“For many businesses, applications and services are the only potentials for revenue right now, with the shut down of stores and events...
...Thus, application performance management solutions play a pivotal role in this pandemic hours.”
Let’s review who is gaining market share
Dynatrace https://abs.twimg.com/emoji/v2/... draggable="false" alt="🛸" title="Fliegende Untertasse" aria-label="Emoji: Fliegende Untertasse">
$DT is growing at 27% YoY on top of sales of $ 155m and GMs of 81%
$DT has a market cap of $ 12B and EV / Sales of 21
NewRelichttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🗿" title="Moai" aria-label="Emoji: Moai">
$NEWR is growing at 15% YoY on top of sales of $ 162m and GMs of 79%
$NEWR has a market cap of $ 3.7B and EV / Sales of 5.4
$DT is growing at 27% YoY on top of sales of $ 155m and GMs of 81%
$DT has a market cap of $ 12B and EV / Sales of 21
NewRelic
$NEWR is growing at 15% YoY on top of sales of $ 162m and GMs of 79%
$NEWR has a market cap of $ 3.7B and EV / Sales of 5.4
SolarWinds https://abs.twimg.com/emoji/v2/... draggable="false" alt="☀️" title="Sonne mit Strahlen" aria-label="Emoji: Sonne mit Strahlen">
$SWI is growing at 8% YoY on top of sales of $ 246m and GMs of 73%
$SWI has a market cap of $ 6.7B and EV / Sales of 8.5
Rapid7https://abs.twimg.com/emoji/v2/... draggable="false" alt="💨" title="Staubwolke" aria-label="Emoji: Staubwolke">
$RPD is growing at 25% YoY on top of sales of $ 98m and GMs of 70%
$RPD has a market cap of $ 3.2B and EV / Sales of 8.9
$SWI is growing at 8% YoY on top of sales of $ 246m and GMs of 73%
$SWI has a market cap of $ 6.7B and EV / Sales of 8.5
Rapid7
$RPD is growing at 25% YoY on top of sales of $ 98m and GMs of 70%
$RPD has a market cap of $ 3.2B and EV / Sales of 8.9
And here is Datadog https://abs.twimg.com/emoji/v2/... draggable="false" alt="🐕" title="Hund" aria-label="Emoji: Hund">
$DDOG is growing at 68% YoY on top of sales of $ 140m and GMs of 79%
$DDOG has a market cap of $ 30B and EV / Sales of 62
$DDOG is growing at 68% YoY on top of sales of $ 140m and GMs of 79%
$DDOG has a market cap of $ 30B and EV / Sales of 62
Clearly https://abs.twimg.com/emoji/v2/... draggable="false" alt="👀" title="Augen" aria-label="Emoji: Augen"> $DDOG is growing faster than its competitors
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> It is also growing way faster than the market CAGR
https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> Gaining market share from competitors, but that brings us to our next question https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">
Well, we’ve just seen it, $DDOG is growing faster than its competitors and eating their lunch
This is not surprising as customers often report the
Is that all? It got a great product https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌟" title="Leuchtender Stern" aria-label="Emoji: Leuchtender Stern"> and is growing fast https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏎" title="Rennauto" aria-label="Emoji: Rennauto"> ? Let’s remember what $DDOG does https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📱" title="Mobiltelefon" aria-label="Emoji: Mobiltelefon"> Provides a software for applications performance management
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📃" title="Seite mit Eselsohr" aria-label="Emoji: Seite mit Eselsohr"> Able to gather logs over all of companies’ infrastructure
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht"> Provides SIEM (Security info. & event mgmt) tools
Why is that important https://abs.twimg.com/emoji/v2/... draggable="false" alt="⁉️" title="Ausrufe-Fragezeichen" aria-label="Emoji: Ausrufe-Fragezeichen"> Well ALL OF THIS is VERY relevant for the CLOUD https://abs.twimg.com/emoji/v2/... draggable="false" alt="☁️" title="Wolke" aria-label="Emoji: Wolke">
And you know what is happeninghttps://abs.twimg.com/emoji/v2/... draggable="false" alt="⁉️" title="Ausrufe-Fragezeichen" aria-label="Emoji: Ausrufe-Fragezeichen"> Companies are shifting massively to the cloud https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧑💻" title="Technologist" aria-label="Emoji: Technologist">
And you know what is happening
Disclaimer - This is not investment advice in any form and investors are responsible for conducting their own research before investing.
Sources
✑ Investor presentation
✑ Company website
✑ Markets And Markets
✑ HostingTribunal
✑ StackShare
✑ Mordor Intelligence
Sources
✑ Investor presentation
✑ Company website
✑ Markets And Markets
✑ HostingTribunal
✑ StackShare
✑ Mordor Intelligence
Hope you liked this thread!
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