Tickerthe anti-fintwit
@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
↳ The receipt1 tap from the claim
DDOG · research page
DDOG / The consumption dial - both ways
Confirmed — from the Q1 2026 earnings callposted 6w ago