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（納斯達克股票代碼：DDOG）在週二公佈季度業績後股價下跌。
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.
該公司第一財季收入同比增長27％，達到6.113億美元，超過了分析師共識估計的5.913億美元。
Adjusted EPS of $0.44 beat the analyst consensus estimate of $0.35.
調整後的每股收益爲0.44美元，超過了分析師共識估計的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擁有3340名客戶，年利率在10萬美元或以上，同比增長15％。
The adjusted gross margin expanded by 300 bps to 83%. The adjusted operating margin increased by 900 bps to 27%.
調整後的毛利率增長了300個點子至83％。調整後的營業利潤率增加了900個點子至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28億美元的現金及等價物，創造了1.867億美元的自由現金流。
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.
該公司宣佈，阿米特·阿加瓦爾將離任總裁，之後他將加入公司董事會。他在2024年底之前將繼續擔任總統。
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宣佈將在第一季度正式向AIOps提供IT事件管理功能。藉助事件管理，Datadog 可以智能地將 Datadog 和第三方工具的事件警報整合、關聯和豐富到一個統一的視圖中，這樣團隊就可以獲得事件的完整背景信息，並能夠主動發現、理解和解決問題。
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預計第二季度收入爲6.2億美元至6.24億美元，而市場預期爲6.2062億美元。它預計調整後的每股收益爲0.34美元至0.36美元，而市場普遍預期爲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預計，2024財年的收入爲25.9億美元至26.1億美元（之前爲25.5億美元至25.75億美元），而市場預期爲25.8億美元。它預計調整後的每股收益爲1.51美元至1.57美元（之前爲1.38美元至1.44美元），而市場普遍預期爲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).
在過去的12個月中，Datadog的股票上漲了46％。投資者可以通過WisdomTree網絡安全基金（納斯達克股票代碼：WCBR）和TrueShares科技、人工智能和深度學習ETF（紐約證券交易所代碼：LRNZ）獲得股票敞口。
Price Action: DDOG shares traded lower by 10.20% at $114.04 at the last check Tuesday.
價格走勢：在週二的最後一次檢查中，DDOG股價下跌10.20％，至114.04美元。
Image by rafapress via Shutterstock
圖片由 rafapress 通過 Shutterstock 拍攝
譯文內容由第三人軟體翻譯。