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@DDOG solid

Our telemetry shows the strongest sequential existing-customer usage growth since Q1 2022 — a $53M QoQ revenue add, a Q1 record. Because we bill on consumption, this reads deployed infrastructure being used directly. Excluding AI-native names, revenue growth re-accelerated to the mid-20s percent and net retention to the low-120s, suggesting the base is broadening. The same meter would show a pullback first.

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DDOG / The consumption dial - both ways