Quarterly guidance

Revenue
$1.19 billion to $1.2 billion
Non-GAAP Operating Income
$280 million to $290 million
Non-GAAP Net Income per share
$0.69 to $0.71 per share

Annual guidance

Revenue
$4.515 billion to $4.525 billion
Non-GAAP Operating Income
$1.095 billion to $1.105 billion
Non-GAAP Net Income per share
$2.73 to $2.75 per share

Outlook

Digital transformation
Digital transformation and cloud migration remain long-term growth drivers.
AI adoption
AI is a significant growth driver as workloads move into production.
Customer base
The company continues to see broad-based strength across customer segments and industries.
Product strategy
The company is investing in both AI for Datadog and Datadog for AI to drive platform adoption.
Large customer renewals
The company expects to continue working with large customers on renewals, which may cause some short-term variability.
Infrastructure monitoring
The company sees continued opportunity in infrastructure monitoring despite already holding a leadership position.