Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Datadog's fourth quarter and full fiscal year 2025 results highlight a period of strong financial performance and continued product expansion.</li><li>The company's revenue for the fourth quarter stood at $953 million, marking a 29% increase year-over-year, which exceeded the high end of its guidance range.</li><li>Datadog's strategic focus remains on capitalizing on cloud migration and digital transformation trends, as well as enhancing its AI capabilities both for their platform’s benefit and in supporting AI initiatives for customers.</li></ul>

Datadog's fourth quarter and full fiscal year 2025 results highlight a period of strong financial performance and continued product expansion.The company's revenue for the fourth quarter stood at $953 million, marking a 29% increase year-over-year, which exceeded the high end of its guidance range.Datadog's strategic focus remains on capitalizing on cloud migration and digital transformation trends, as well as enhancing its AI capabilities both for their platform’s benefit and in supporting AI initiatives for customers.

Datadog Earnings: How Hyperscaler Spending Is Quietly Boosting Its Long-Term Opportunity!

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>Datadog (DDOG US) released (10 Feb HKT) its 4Q25 results: total revenue was US$953.2mn, up 29.2% YoY (4Q24: 25.1%; 3Q25: 28.4%), 4% better than both our forecast and Bloomberg consensus, driven by acceleration in revenue growth from non-AI customers (from 20% YoY in 3Q25 to 23% YoY in 4Q25), and strong demand from AI native customers.</li><li>During the period, non-GAAP net income after tax adjustment was US$217.4mn, up 22.5% YoY, and was 6/7% better than our forecast/consensus, driven by the beat in revenue and betterthan-expected unleashing of operating leverage.</li><li>For 2025, total revenue grew 27.7% YoY to US$3.4bn, and non-GAAP OPM reached 22.4%. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Datadog (DDOG US) released (10 Feb HKT) its 4Q25 results: total revenue was US$953.2mn, up 29.2% YoY (4Q24: 25.1%; 3Q25: 28.4%), 4% better than both our forecast and Bloomberg consensus, driven by acceleration in revenue growth from non-AI customers (from 20% YoY in 3Q25 to 23% YoY in 4Q25), and strong demand from AI native customers.During the period, non-GAAP net income after tax adjustment was US$217.4mn, up 22.5% YoY, and was 6/7% better than our forecast/consensus, driven by the beat in revenue and betterthan-expected unleashing of operating leverage.For 2025, total revenue grew 27.7% YoY to US$3.4bn, and non-GAAP OPM reached 22.4%. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Datadog (DDOG US) - Robust Usage Growth to Drive Solid Revenue Growth Outlook

CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul><li>The strategy seeks to invest in global companies with sustainable competitive advantages.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li><li>Previous portfolio returned 7.1% vs. MSCI World (4.2%) – outperformed the benchmark by 2.9%.</li></ul>

The strategy seeks to invest in global companies with sustainable competitive advantages.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.Previous portfolio returned 7.1% vs. MSCI World (4.2%) – outperformed the benchmark by 2.9%.

Global Competitive Barrier Portfolio (18 Aug 2026)

<ul><li>Datadog reported a strong financial performance in Q3 2025, marked by significant revenue growth and a substantial increase in customer adoption.</li><li>The company's revenue reached $886 million, reflecting a 28% increase year-over-year, driven by robust customer acquisition and expansion among existing clients.</li><li>Notably, new logo annualized bookings more than doubled year-over-year, indicating growing interest and adoption of Datadog's platform.</li></ul>

Datadog reported a strong financial performance in Q3 2025, marked by significant revenue growth and a substantial increase in customer adoption.The company's revenue reached $886 million, reflecting a 28% increase year-over-year, driven by robust customer acquisition and expansion among existing clients.Notably, new logo annualized bookings more than doubled year-over-year, indicating growing interest and adoption of Datadog's platform.

Datadog Inside the Security Surge: Can Unified Observability + Security Redefine the Entire Market?

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>
<a href="https://smartkarma.com/entities/datadog-inc">Datadog </a>is a market-leading observability platform for cloud-scale applications, providing a unified, real-time view of a company's entire technology stack. Its strong growth is driven by secular tailwinds of cloud migration and digital transformation.</li>
 <li>The company exhibits a powerful financial profile, characterized by high revenue growth, a recurring subscription-based model, and improving profitability and free cash flow. The 'land-and-expand' strategy has proven highly effective, with a strong net revenue retention rate.</li>
 <li>While the company's strategic position and growth are compelling, its shares trade at a significant premium valuation. Key risks include intense competition from both specialized vendors and large cloud providers, and the stock's sensitivity to macroeconomic shifts impacting IT spending.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Datadog is a market-leading observability platform for cloud-scale applications, providing a unified, real-time view of a company's entire technology stack. Its strong growth is driven by secular tailwinds of cloud migration and digital transformation.
  The company exhibits a powerful financial profile, characterized by high revenue growth, a recurring subscription-based model, and improving profitability and free cash flow. The 'land-and-expand' strategy has proven highly effective, with a strong net revenue retention rate.
  While the company's strategic position and growth are compelling, its shares trade at a significant premium valuation. Key risks include intense competition from both specialized vendors and large cloud providers, and the stock's sensitivity to macroeconomic shifts impacting IT spending.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

United States

Datadog, Inc. provides software solutions. The Company offers cloud-based monitoring and analytics platform which integrates and automates infrastructure monitoring, application performance monitoring, and log management for real-time observability of customers. Datadog operates worldwide.

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Datadog (DDOG US)

Datadog Earnings: How Hyperscaler Spending Is Quietly Boosting Its Long-Term Opportunity!

Datadog's fourth quarter and full fiscal year 2025 results highlight a period of strong financial performance and continued product expansion. The...

Baptista Research

Datadog (DDOG US) - Robust Usage Growth to Drive Solid Revenue Growth Outlook

Datadog (DDOG US) released (10 Feb HKT) its 4Q25 results: total revenue was US$953.2mn, up 29.2% YoY (4Q24: 25.1%; 3Q25: 28.4%), 4% better than...

CMB International

Global Competitive Barrier Portfolio (18 Aug 2026)

The strategy seeks to invest in global companies with sustainable competitive advantages. By adopting a portfolio of stocks instead of individual...

Crea8

Datadog Inside the Security Surge: Can Unified Observability + Security Redefine the Entire Market?

Datadog reported a strong financial performance in Q3 2025, marked by significant revenue growth and a substantial increase in customer...

Baptista Research

Primer: Datadog (DDOG US) - Dec 2025

Datadog is a market-leading observability platform for cloud-scale applications, providing a unified, real-time view of a company's entire...

αSK Primers

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