Datadog, Inc. (DDOG) Bank of America 2026 Global Technology Conference June 3, 2026 3:30 PM EDT
Company Participants
David Obstler – Chief Financial Officer
Conference Call Participants
Koji Ikeda – BofA Securities, Research Division
Presentation
Koji Ikeda
BofA Securities, Research Division
All right, everybody, let’s get this started. My name is Koji Ikeda. I’m one of the software analysts here at Bank of America. Absolutely thrilled, and thank you for joining us for the day 2 keynote — lunchtime keynote to have Datadog CFO, Dave Obstler with us. Thank you so much for doing this.
David Obstler
Chief Financial Officer
Thanks for having us. We appreciate it.
Question-and-Answer Session
Koji Ikeda
BofA Securities, Research Division
Thank you. So we have a lot of people in this room. Thanks again for joining us. And I guess there are some people that know Datadog very, very well, but there’s also many in this room that might not. And so let’s start very, very high level. What is Datadog. What is the core problem Datadog is trying to solve today?
David Obstler
Chief Financial Officer
Yes. So Datadog has an observability and security platform that allows the deployment of modern software applications mainly in cloud environments in a safe and effective way. Most of our customers are those that have mission-critical software that’s customer-facing.
So think about video or credit card companies or banks or airlines or hotels, all of them have digital applications that interact with their customer and the Datadog platform is used to monitor and secure the effectiveness and operations of those platforms. Most of this is in real time and Datadog over the years has had an expanding platform to cover more of the surface area in examining what’s happening in those applications and allowing them to operate in a good
