Why Datadog Stock Tanked After Q1 Earnings?
Why Datadog Stock Tanked After Q1 Earnings?
As of March 31, 2024, Datadog had 3,340 customers with an ARR of $100,000 or more, increasing 15% Y/Y.Datadog, Inc (NASDAQ:DDOG) stock dropped after it reported its quarterly results on Tuesday.
Datadog, Inc（纳斯达克股票代码：DDOG）在周二公布季度业绩后股价下跌。
The company clocked fiscal first-quarter revenue growth of 27% year-on-year to $611.3 million, beating the analyst consensus estimate of $591.3 million.
该公司第一财季收入同比增长27％，达到6.113亿美元，超过了分析师共识估计的5.913亿美元。
Adjusted EPS of $0.44 beat the analyst consensus estimate of $0.35.
调整后的每股收益为0.44美元，超过了分析师共识估计的0.35美元。
As of March 31, 2024, Datadog had 3,340 customers with an ARR of $100,000 or more, increasing 15% Y/Y.
截至2024年3月31日，Datadog拥有3340名客户，年利率在10万美元或以上，同比增长15％。
The adjusted gross margin expanded by 300 bps to 83%. The adjusted operating margin increased by 900 bps to 27%.
调整后的毛利率增长了300个基点至83％。调整后的营业利润率增加了900个基点至27％。
Datadog held cash and equivalents of $2.8 billion as of March 31, 2024, generating $186.7 million in free cash flow.
截至2024年3月31日，Datadog持有28亿美元的现金及等价物，创造了1.867亿美元的自由现金流。
The company announced that Amit Agarwal will depart as President, after which he will join the company's board. He remain in his role as President until the end of 2024.
该公司宣布，阿米特·阿加瓦尔将离任总裁，之后他将加入公司董事会。他在2024年底之前将继续担任总统。
Datadog announced the general availability of IT Event Management to AIOps capabilities in Q1. With Event Management, Datadog intelligently consolidates, correlates, and enriches event alerts from Datadog and third-party tools into one consistent view so teams get the full context of an incident and can proactively discover, understand, and resolve issues.
Datadog宣布将在第一季度正式向AIOps提供IT事件管理功能。借助事件管理，Datadog 可以智能地将 Datadog 和第三方工具的事件警报整合、关联和丰富到一个统一的视图中，这样团队就可以获得事件的完整背景信息，并能够主动发现、理解和解决问题。
Outlook: Datadog expects second-quarter revenue of $620.00 million – $624.00 million versus the consensus of $620.62 million. It projects an adjusted EPS of $0.34 – $0.36 versus the consensus of $0.35.
展望：Datadog预计第二季度收入为6.2亿美元至6.24亿美元，而市场预期为6.2062亿美元。它预计调整后的每股收益为0.34美元至0.36美元，而市场普遍预期为0.35美元。
Datadog expects fiscal 2024 revenue of $2.59 billion – $2.61 billion (prior $2.555 billion-$2.575 billion) versus the consensus of $2.58 billion. It projects an adjusted EPS of $1.51 – $1.57 (prior $1.38 – $1.44) versus the consensus of $1.45.
Datadog预计，2024财年的收入为25.9亿美元至26.1亿美元（之前为25.5亿美元至25.75亿美元），而市场预期为25.8亿美元。它预计调整后的每股收益为1.51美元至1.57美元（之前为1.38美元至1.44美元），而市场普遍预期为1.45美元。
Datadog stock gained 46% in the last 12 months. Investors can gain exposure to the stock via WisdomTree Cybersecurity Fund (NASDAQ:WCBR) and TrueShares Technology, AI & Deep Learning ETF (NYSE:LRNZ).
在过去的12个月中，Datadog的股票上涨了46％。投资者可以通过WisdomTree网络安全基金（纳斯达克股票代码：WCBR）和TrueShares科技、人工智能和深度学习ETF（纽约证券交易所代码：LRNZ）获得股票敞口。
Price Action: DDOG shares traded lower by 10.20% at $114.04 at the last check Tuesday.
价格走势：在周二的最后一次检查中，DDOG股价下跌10.20％，至114.04美元。
Image by rafapress via Shutterstock
图片由 rafapress 通过 Shutterstock 拍摄
