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Datadog: A Developer Friendly Monitoring and Analytics Product or Ecosystem?
Manage episode 245210527 series 2355351
On this episode, we dig into Datadog’s (Ticker: DDOG) IPO prospectus. We discuss their approach to analytics and monitoring, and how companies can benefit from using them. We look at a few case studies of how companies derive value from their product, and one in particular, that can generate value from its use. We also run through their developer-friendly offering and how quickly the product can be incorporated into a system. We spend a little time with their financials and then discuss our view of thinking about them as a product versus an ecosystem.
Topics:
- What Datadog is
- Anecdotes of personal use with Elixir
- On their IPO prospectus - Industry Background - Opportunity - Solution and Key Strengths - Key Benefits to Our Customers - Growth Strategies - Risk Factors
Links
- Datadog - https://www.datadoghq.com/
- IPO prospectus - https://www.sec.gov/Archives/edgar/data/1561550/000119312519249577/d745413d424b4.htm
- Chart - https://www.sec.gov/Archives/edgar/data/1561550/000119312519249577/g745413g15v58.gif
- #54: Content Delivery Networks, DDOS Protection and Bot Fighting: CloudFlare as a Web Performance and Security Company - https://quantlayer.libsyn.com/content-delivery-networks-ddos-protection-and-bot-fighting-cloudflare-as-a-web-performance-and-security-company
- #38: A Look at CrowdStrike’s IPO Prospectus and Their Approach to Endpoint Security - https://quantlayer.libsyn.com/a-look-at-crowdstrikes-ipo-prospectus-and-their-approach-to-endpoint-security
- #15: Open Source as Revenue Driver: How Elasticsearch Uses Open Source for Revenue Growth, Tech Investing and Crypto, a Cautionary Tale of Bad Crypto Trading Psychology and Flash Crashes - https://quantlayer.libsyn.com/15-open-source-as-revenue-driver-how-elasticsearch-uses-open-source-for-revenue-growth-tech-investing-and-crypto-a-cautionary-tale-of-bad-crypto-trading-psychology-and-flash-crashes
62 episodes
Manage episode 245210527 series 2355351
On this episode, we dig into Datadog’s (Ticker: DDOG) IPO prospectus. We discuss their approach to analytics and monitoring, and how companies can benefit from using them. We look at a few case studies of how companies derive value from their product, and one in particular, that can generate value from its use. We also run through their developer-friendly offering and how quickly the product can be incorporated into a system. We spend a little time with their financials and then discuss our view of thinking about them as a product versus an ecosystem.
Topics:
- What Datadog is
- Anecdotes of personal use with Elixir
- On their IPO prospectus - Industry Background - Opportunity - Solution and Key Strengths - Key Benefits to Our Customers - Growth Strategies - Risk Factors
Links
- Datadog - https://www.datadoghq.com/
- IPO prospectus - https://www.sec.gov/Archives/edgar/data/1561550/000119312519249577/d745413d424b4.htm
- Chart - https://www.sec.gov/Archives/edgar/data/1561550/000119312519249577/g745413g15v58.gif
- #54: Content Delivery Networks, DDOS Protection and Bot Fighting: CloudFlare as a Web Performance and Security Company - https://quantlayer.libsyn.com/content-delivery-networks-ddos-protection-and-bot-fighting-cloudflare-as-a-web-performance-and-security-company
- #38: A Look at CrowdStrike’s IPO Prospectus and Their Approach to Endpoint Security - https://quantlayer.libsyn.com/a-look-at-crowdstrikes-ipo-prospectus-and-their-approach-to-endpoint-security
- #15: Open Source as Revenue Driver: How Elasticsearch Uses Open Source for Revenue Growth, Tech Investing and Crypto, a Cautionary Tale of Bad Crypto Trading Psychology and Flash Crashes - https://quantlayer.libsyn.com/15-open-source-as-revenue-driver-how-elasticsearch-uses-open-source-for-revenue-growth-tech-investing-and-crypto-a-cautionary-tale-of-bad-crypto-trading-psychology-and-flash-crashes
62 episodes
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