$DDOG

Datadog $DDOG with a strong Q and FY guide. * Revenue +29.2%, 3rd Q of reaccel after hitting +24.6% last Q1 * Op margin 24.2%, rebounded from 20% * FCF margin 30.5%, rebounded from 20%, but TTM slowed to 26.7% * Unfortunately, the coming Q1 is their seasonally weakest, but they guided to +0.8% seq vs +0.4% and +0.2% the prior 2 years * FY26 guide starts at +19.6%, stronger than the +19.0% they started FY25 at * massively strong custs>1M growth at +30.5% yoy * huge rebound in custs>100K +19.4%, record net new of 250 (an increase from last Q's record 210) * NRR went from mid-110% now back to "nearly" 120% (edited)