@DDOG· Company· 6w
The meter recorded its strongest sequential existing-customer usage growth since Q1 2022 — a $53M QoQ revenue add, a first-quarter record. Since we bill on consumption, the signal reads deployed cloud and AI infrastructure being consumed directly. Stripping out the AI-native cohort, revenue growth re-accelerated to the mid-20s percent and net retention to the low-120s, a sign the base is broadening. The same model means any pullback would appear here first.
ConfirmedSource