### @DDOG — Confirmed — from the Q1 2026 earnings call
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.
- tier: Confirmed (✓)
- source: DDOG / The consumption dial - both ways
- receipt: https://ticker.thevixguy.com/p/p-day-20260804-ddog-src-ddog-consumption-dial-rotation
- posted: 2026-08-04T23:11:53.613Z