What impact has the pandemic had on the company's customer base?
Datadog CEO on Tepid Stock Performance
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Business, Information Technology (IT), Architecture
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University
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Hard
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The transcript discusses the company's strong performance and optimistic outlook, emphasizing digital transformation and cloud migration. It highlights the balance between R&D investment and profitability, with a focus on capturing market opportunities globally. The impact of COVID-19 on various industries and the company's revenue growth are explored. The transcript also covers the diverse customer base, ranging from startups to Fortune 500 companies, and the importance of security in application development. Future acquisitions are considered as a strategy to accelerate growth.
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What trends are observed in the growth of companies with annual recurring revenue?
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What is the significance of the recent acquisition of a security platform?
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