Datedag Beat Second-Quarter Expectations with Non-gaap EPS OF $ 0.46, A 12.2% Upside to Consensus, As Revenue Climbed 28.1% Year Over Year to $ 826.8 Million, Bolts BY continued Expansion In Large Accounts and Multi-Product Adopt.
The Company Ended The Quarter With About 31,400 Customers and Roughly 3,850 Generating $ 100,000 Or More in Arr, Highting Resilient Enterprise Demand Deit Broader Software Spending Scrutiny.
Management Guided Third-Quarter Revenue to $ 847 Million– $ 851 Million and Non-gaap EPS TO $ 0.44– $ 0.46, impliesing low-20s Growth And Signaling Stable Near-Term Execution. For Full-Year 2025, DataGed Nudged Guidance Higher to $ 3,312 billion– $ 3,322 billion in revenue with non-gaap eps of $ 1.80– $ 1.83, reflecting momentum in ai workloads and security offerings.
PRODUCT VELOCITY REMAINS A CORE DIFFERENTIATOR. At its dash 2025 Conference, Datag Unveiled More than 125 Products and enhancements, Infectuding Three “Bits ai “ agents for sre, Development, and Security Operations, Expanded ai Observability, and deeper log management capabilities – Automating Incident Response, Accelering Developer Workflows, and Improving Data Access AT Scale.
These Upgrades complement an ai-native customer mix that has grown rapidly and reinforce The Platform’s Land-And-Expand Strategy Across Observability and Security.
While Shares Have Lagged Broader Tech Over The Past Year, The Combination of Consistnts Top-and Bottom-Line Beats, Rising Large-Customer Penetration, and Higher Full-Year Guidance Supports An Improving Setup Into The Second Half.
Investors Will Will Execution On AI AGENT ADMITTION, Security Rart Expansion, and Operating Lightest As Datedag Leans pole accelering Enterprise AI and Cloud Complexity Trends.
