Datadog: Best-In-Class Efficiency And AI Tailwinds
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Datadog's growth is stable due to AI demand, but customer acquisition and net retention rates are declining. Alternative data suggests a potential slowdown in Q4 growth.
November 08, 2024 | 1:15 pm
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Datadog's growth is supported by AI demand, but declining customer acquisition and net retention rates, along with softening demand, may lead to a Q4 growth slowdown.
Datadog's growth is currently stable due to AI demand, but the decline in customer acquisition and net retention rates, along with softening demand, suggests a potential slowdown in Q4. This could negatively impact short-term stock performance.
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