Podcasts · Going Public With Ross Mandell
Datadog Stock: Is It Too Late to Buy This AI Winner?
· 11 min · Episode 188
Episode Datadog Stock: Is It Too Late to Buy This AI Winner?
Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator Is Datadog stock (NASDAQ: DDOG) still a buy after its strong rally? On Going Public with Ross Mandell, Ross examines how Datadog’s cloud monitoring and observability platform helps businesses track application performance, investigate outages, and manage increasingly complex AI systems. Explore why the growth of artificial intelligence could create a lasting opportunity for this software company. Ross breaks down Datadog’s Q2 2026 earnings, including 36% revenue growth, $1.12 billion in quarterly revenue, and $279 million in free cash flow. He also explores its expanding AI customer base, Bits AI tools, and “land and expand” strategy, where customers adopt more products over time. With AI companies spending millions annually on its platform, Datadog is already participating in the AI infrastructure boom. This DDOG stock analysis also covers premium valuation, share-price volatility, and the risk of reduced usage from Datadog’s largest customer. Ross explains his long-term investment thesis and the business metrics investors should watch to evaluate whether growth can meet expectations. Subscribe to Going Public with Ross Mandell for more analysis of AI stocks, cloud computing companies, and long-term investing opportunities. About Ross Mandell: Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice. 🔗 Links & Resources 📌 Book A Call With Ross https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagram https://www.instagram.com/rossmandell/ ⏱️ Chapters 00:00 Datadog Stock & the AI Infrastructure Opportunity 01:00 Datadog’s Founders & Cloud Monitoring Origins 02:09 How Datadog’s Observability Platform Works 03:15 Datadog Earnings: Revenue Growth & Free Cash Flow 04:02 Datadog’s Land-and-Expand Business Model 04:55 How AI Customers Are Driving Datadog’s Growth 05:57 Bits AI Tools & AI Agent Monitoring 06:39 Datadog’s Growth Beyond AI Companies 07:19 DDOG Stock: Valuation, Volatility & Customer Risk 08:56 Datadog Revenue Guidance & Growth Outlook 09:22 Ross Mandell’s Long-Term Datadog Investment Thesis 10:21 Going Public Patreon & Investor Community
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