Dafinchi
Datadog Q2: Non-AI growth remains sustainable with existing customers driving usage
Datadog's Q2 results frame non-AI acceleration as sustainable, driven by existing customers' higher usage and broad product adoption within cloud modernization. New logos contribute, but ROI-focused conversations about cost savings apply to both AI and non-AI spend, with multi-product adoption signaling deeper engagement. Additionally, multi-product adoption is expanding, suggesting deeper engagement beyond simple customer wins. Overall, the trajectory emphasizes durable value from existing relationships and technology upgrades.
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