Datadog Investor Day Presentation Deck
Safe Harbor
This presentation and accompanying oral presentation contain "forward-looking statements" based on our beliefs and assumptions formed from available information, including statements concerning our strategy and objectives, future
operations, operating model, financial and competitive position, industry environment, potential growth and market opportunities, and customer trends.
Forward-looking statements include all statements that are not historical facts and can but may not always be identified by terms such as "anticipates," "believes," "could," "seeks," "estimates," "targets," "guidance," "expects," "intends,"
"may," "plans," "potential," "predicts," "prospects," "projects," "should," "will," "would" or similar expressions and the negatives of those terms.
By their nature, these statements are subject to numerous uncertainties and risks, including factors beyond our control, that could cause actual results, performance or achievement to differ materially and adversely from those
anticipated or implied in the statements. Please refer to our Quarterly Report on Form 10-Q for the quarter ended June 30, 2021 filed with the SEC on August 6, 2021, and future SEC filings, for a discussion of these risks and
uncertainties, which include, among others, unfavorable market conditions or reductions in information technology spending, a decline in new customers, renewals or expansions, operating in competitive markets, failure to effectively
develop and expand our sales and marketing strategy, failure to adapt and respond effectively to rapidly changing technology, evolving industry standards, changing regulations, changing customer needs, requirements or preferences,
and identifying and successfully integrating strategic investments.
It is not possible for us to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those
contained in any forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. Although our management believes that the expectations reflected in our statements are reasonable,
we cannot guarantee that the events and circumstances described will be achieved or occur. Moreover, neither we, nor any other person, assumes responsibility for the accuracy and completeness of these statements. Recipients are
cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date such statements are made and should not be construed as statements of fact. Except to the extent required by federal
securities laws, we undertake no obligation to update any information or any forward-looking statements as a result of new information, subsequent events, or any other circumstances after the date hereof, or to reflect the occurrence
of unanticipated events.
This presentation and the accompanying oral presentation may also contain estimates and other statistical data made by independent parties and by us relating to market size and growth and other data about our industry. This data
involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. In addition, projections, assumptions, and estimates of our future performance and the future performance of the
markets in which we compete are necessarily subject to a high degree of uncertainty and risk.
Terms such as "ARR," "Net Retention Rate" and "Gross Retention Rate" shall have the meanings set forth in our SEC filings; provided, however, we updated the definition of MRR as of the quarter ended September 30, 2021 to
capture usage from subscriptions with committed contractual amounts and applied this change retroactively.
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This presentation also includes non-GAAP operating income. Non-GAAP financial measures have limitations as analytical tools and you should not consider them in isolation or as a substitute for or superior to their most directly
comparable financial measures prepared in accordance with GAAP. There are a number of limitations related to the use of non-GAAP financial measures versus their nearest GAAP equivalents. Other companies, including companies
in our industry, may calculate non-GAAP financial measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of our non-GAAP financial measures as a tool for comparison.
We urge you to review the reconciliation of Datadog's non-GAAP financial measures to the most directly comparable GAAP financial measures, and not to rely on any single financial measure to evaluate our business. See the
Appendix for a reconciliation between non-GAAP operating income and revenue.
The information in this presentation on new products, features or functionality is intended to outline our general product direction and should not be relied upon in making a purchasing decision and shall not be incorporated into any
contract. Such information is not a commitment, promise or legal obligation to deliver any code or functionality. The development, release and timing of any features or functionality described for our products remains at our sole
discretion.
DATADOG
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