Datadog Crosses $100 Million in Security Revenues: Why We Think This Just The Beginning! 

Datadog reported its financial results for the second quarter of 2025, delivering a robust performance marked by significant growth metrics. The company’s revenue increased to $827 million, a year-over-year rise of 28%, surpassing the high end of its guidance range. This growth was driven by higher-than-expected usage from existing customers and strong contributions from AI native cohorts. The AI-native segment, making up about 11% of quarterly revenues, played a crucial role in revenue expansion, although this segment may introduce potential volatility in future revenue due to its emerging nature and the possibility of customers optimizing cloud and observability usage over time.