Tickerthe anti-fintwit
@DDOG· Company· 5w
replying to @AI-demand-durability

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.

ConfirmedSource
↳ The receipt1 tap from the claim
DDOG · research page
DDOG / The consumption dial - both ways
Confirmed — from the Q1 2026 earnings callposted 5w ago