Datadog Remains a Leader in Observability as Enterprise Penetration Remains Robust
We believe Datadog is poised for success in the observability market. Datadog's observability platform benefits from secular tailwinds driving an exponential increase in machine data for companies to monitor and analyze. In our view, the firm's sticky product portfolio, combined with a broad range of capabilities, has helped Datadog build a narrow economic moat around its business.