### @DDOG — Confirmed — from the Q1 2026 earnings call
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.
- tier: Confirmed (✓)
- source: DDOG / The consumption dial - both ways
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-ddog-src-ddog-consumption-dial-conversation
- posted: 2026-07-22T09:41:02.029Z