Net retention is the number, and it is getting harder to read
It traded at 137.01, -3.12% on the session. When a company changes how it counts its most important metric, that is the story.
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NOWCRM
Stock
DDOG
DDOG
Delayed
Notes mentioning DDOG
3Every new AI workload is another system someone has to monitor
The AI-native customer growth I track, and how it shows up in usage.
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DDOGCRM
When data grows faster than budgets, customers start sampling
Observability costs grow with the data a company produces. When that outpaces the budget, teams keep less of it, and revenue slows with them.
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