Is Datadog (DDOG) Turning AWS Deeper Integration Into a Lasting AI Moat?

Simply Wall St.12-19 13:17

Earlier this month, Datadog announced an expanded partnership with AWS at re:Invent and introduced new products targeting AI observability, storage efficiency, serverless infrastructure, and security ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2592153906?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/134521275-main-header/1756256221763","is_english":true,"pubTime":"2025-12-19 13:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592153906","market":"hk","top_or_hot":-1,"title":"Is Datadog (DDOG) Turning AWS Deeper Integration Into a Lasting AI Moat?","media":"Simply Wall St.","content":"<div>\n<p>Earlier this month, Datadog announced an expanded partnership with AWS at re:Invent and introduced new products targeting AI observability, storage efficiency, serverless infrastructure, and security ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-ddog/datadog/news/is-datadog-ddog-turning-aws-deeper-integration-into-a-lastin\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Datadog (DDOG) Turning AWS Deeper Integration Into a Lasting AI Moat?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Datadog (DDOG) Turning AWS Deeper Integration Into a Lasting AI Moat?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-ddog/datadog/news/is-datadog-ddog-turning-aws-deeper-integration-into-a-lastin><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earlier this month, Datadog announced an expanded partnership with AWS at re:Invent and introduced new products targeting AI observability, storage efficiency, serverless infrastructure, and security ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-ddog/datadog/news/is-datadog-ddog-turning-aws-deeper-integration-into-a-lastin\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-ddog/datadog/news/is-datadog-ddog-turning-aws-deeper-integration-into-a-lastin","article_id":"2592153906","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/134521275-main-header/1756256221763"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-ddog/datadog/news/is-datadog-ddog-turning-aws-deeper-integration-into-a-lastin","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592153906","pubTimestamp":1766121431,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Earlier this month, Datadog announced an expanded partnership with AWS at re:Invent and introduced new products targeting AI observability, storage efficiency, serverless infrastructure, and security on its unified SaaS platform.\nThis combination of deeper AWS integration and AI-focused observability tools highlights how Datadog is positioning itself as core infrastructure for monitoring increasingly complex cloud and AI workloads.\nNext, we’ll examine how Datadog’s expanded AWS partnership...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","AI":"C3.ai, Inc.","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4551":"寇图资本持仓","BK4607":"DeepSeek概念股","DDOG":"Datadog","BK4561":"索罗斯持仓","BK4023":"应用软件","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4543":"AI","BK4585":"ETF&股票定投概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4587":"ChatGPT概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4528":"SaaS概念","BK4613":"AI应用软件","BK4535":"淡马锡持仓"},"translate_title":"Datadog(DDOG)是否正在将AWS深度集成转变为持久的人工智能护城河？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.9,"DDOG":1.5},"content_text":"Earlier this month, Datadog announced an expanded partnership with AWS at re:Invent and introduced new products targeting AI observability, storage efficiency, serverless infrastructure, and security on its unified SaaS platform. This combination of deeper AWS integration and AI-focused observability tools highlights how Datadog is positioning itself as core infrastructure for monitoring increasingly complex cloud and AI workloads. Next, we’ll examine how Datadog’s expanded AWS partnership and AI observability launches may influence its existing investment narrative. Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.Datadog Investment Narrative RecapTo own Datadog, you need to believe observability and security stay essential as cloud and AI workloads grow more complex, and that Datadog can convert that demand into profitable, durable revenue. The expanded AWS partnership and AI observability launches support this thesis but do not fundamentally change the biggest near term swing factors, which remain customer spending patterns in AI heavy accounts and the tension between heavy investment and profitability. Among the recent announcements, the AI observability products unveiled at AWS re:Invent look most relevant, because they deepen Datadog’s role in monitoring newer AI driven workloads that are increasingly important for large customers. If these tools help Datadog capture more telemetry and consolidate spend on its platform, they could reinforce its position with demanding AI native customers at the same time that hyperscalers and open source rivals are competing hard for similar budgets. Yet even with these product wins, investors should be aware that growing reliance on a handful of large AI customers could still... Read the full narrative on Datadog (it's free!)Datadog's narrative projects $5.2 billion revenue and $406.8 million earnings by 2028.Uncover how Datadog's forecasts yield a $211.97 fair value, a 53% upside to its current price.Exploring Other PerspectivesDDOG 1-Year Stock Price Chart Nine fair value estimates from the Simply Wall St Community currently span roughly US$116 to US$212 per share, showing how far apart individual views can be. Against this backdrop, Datadog’s dependence on a concentrated group of AI native customers remains a key factor that could influence how those different expectations ultimately play out.Explore 9 other fair value estimates on Datadog - why the stock might be worth 16% less than the current price!Build Your Own Datadog NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Datadog research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.Our free Datadog research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Datadog's overall financial health at a glance.Interested In Other Possibilities?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.The latest GPUs need a type of rare earth metal called Dysprosium and there are only 35 companies in the world exploring or producing it. Find the list for free.Find companies with promising cash flow potential yet trading below their fair value.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592153906","isCrawlerRequest":true}