Datadog — Blitz Index 65 (B)
Twelve straight quarters of 24%+ — sitting exactly on the success line.
Confidence: High · S&P 500 · Category: platforms
Score breakdown
| Section | Score | Detail |
|---|---|---|
| A · Speed | 18 / 25 | 12 straight quarters ≥ +24%; H1 2026 re-acceleration (+32% → +36%) |
| B · Moat | 40 / 60 | NRR low-120s%; 85% multi-product; S&M leverage falling |
| C · Creative destruction | 9 / 15 | AI observability suite GA — second-curve candidate |
| D · BlitzFailing | −2 | Dual-class (founder 32.8% vote); Nevada reincorporation unexplained |
Radar axes (0–100): Moat 67 · Speed 72 · Creative 60.
Watch item
Exactly on the 65-point success line — one notch down and it's below. Gates: G1 ✓ · G2 ✓ estimated. First score. Net cash ~$4B. Newest member of the 65+ Club.
Strengths
- Q3 guide $1.135–1.145B
- 79–82% gross margin stable
- FCF margin ~29%
Concerns
- AI product revenue contribution undisclosed
- Precisely at the threshold
- OpenTelemetry commoditization pressure
Head-to-head
Datadog vs Snowflake — side-by-side scorecard comparison.
More Platforms companies
Other Platforms names on the Blitz Index, highest score first: Alphabet (82/A), Meta (78/B), Snowflake (76/B).
Next earnings
Nov 4, 2026 · Before open · Confirmed
Coverage
Datadog, Inc. · Q3 2026 due Nov 4, 2026 (BMO) · Score 65 · Grade B · 65+ Club member
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BlitzLab scores businesses against a scholar’s standard — not investment advice. No price targets, no buy/sell recommendations. Figures are from SEC filings (XBRL) as labeled in the source scorecard.