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Datadog Had a Strong 3Q, Excluding One Customer -- Market Talk

Datadog Had a Strong 3Q, Excluding One Customer -- Market Talk

Dow JonesDow Jones2026/11/04 14:34

0934 ET - Datadog executed a strong third quarter, CEO Olivier Pomel says on a call with analysts. "We saw strength across our business, including across our product lines and across our diverse customer base," he continues. Revenue growth from non-AI customers accelerated for the fifth quarter in a row, while its AI-customer cohort "continued to grow and diversify, both in the number of customers we serve and in the scale of those customers," Pomel says. However, the company's largest customer is scaling back its usage, weighing on Datadog's revenue and outlook. Shares fall 12%. (connor.hart@wsj.com)

(END) Dow Jones Newswires

November 04, 2026 09:34 ET (14:34 GMT)

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