DDOG 2026 Investor Day

Good afternoon everyone. My name is Yuka Broderick, and I lead Investor Relations here at Datadog. Welcome to all of you here in the theater and everyone joining us online for our 2026 Investor Day. Before we dive in, just a few reminders.

During this presentation, we will make forward-looking statements, including statements related to our strategy, product development, market opportunity and financial goals. These statements reflect our views today and are subject to a variety of risks and uncertainties that could cause actual results to differ materially. For a discussion of material risks, please refer to our Form 10-Q for the quarter ended September 30, 2025, and other filings that we may make with the SEC, including our Form 10-K for fiscal 2025.

We will also discuss non-GAAP financial measures, which are reconciled to their most directly comparable GAAP financial measures in the appendix to this presentation, which is available at investors.datadoghq.com. All right. Let me briefly run through our agenda for today. In the first half, we will focus on our strategy, platform and product innovation.

You will hear from our Co-Founder, CEO, Olivier Pomel; and CTO, Alexis Le-Quoc, followed by product leaders, Yrieix Garnier, Tim Knutson, Michael Whetten; and our Chief Product Officer, Yanbing Li. We will follow that with the Q&A with that group. In the second half, we will discuss our go-to-market, how we deliver value to customers and our financial performance. Our presenters will be CRO, Sean Walters; COO, Adam Blitzer; and CFO, David Obstler.

That group will be joined by Olivier. With that, let me turn it over to Olivier to kick things off.

Thank you, Yuka. All right. Hi, everyone. My name is Olivier Pomel.

I'm the co-founder and CEO here at Datadog and welcome to the Investor Day. So you're going to hear from several of our leaders today, and I know they are quite excited to present. And so as we discuss what we're doing here at Datadog, our goal is to show you why even after 16 years of building the company, we believe that we're still only just getting started. We're barely scratching the surface of the opportunity.

So I'll kick us off with a quick recap of the problem we solve today, how our platform has expanded over time, what we're up to with AI, and I'll give you a sense of the broad direction we're taking over the long term. All right. All right. So let's start