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Datadog, Inc.

DDOG

Technology · 235.57 +1.3% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Datadog, Inc.'s move is spreading beyond its market group.

DDOG accounts for 6.9% of the group's measured movement across 9.2 effective names. raw member direction is mixed; 10 of 12 session-normalized paths align to the upside. Capital-flow agreement is 7%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveAligned contributor#7 of 12 by movement share
Group movement share6.9%Absolute path energy—not portfolio weight
Relative path+1.55%aligned
Effective breadth9.2 / 12broad
Relative alignment10/12upside path · 1 counter-moving
Capital-flow agreement7%not yet clean
SEQUENCE READ

PATH, PANW, OKTA moved materially before DDOG. DDOG crossed its material path threshold at 10:40 ET, 60 minutes after the first measured mover.

What changed
  • Revenue increased 32.2% versus the comparable filing period.
  • Operating cash flow was 6.36x net income; review non-cash and one-time items before treating this as recurring conversion.
EVIDENCE COVERAGE

10 of 21 members in Payment Software are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 14 of 21 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • RPD remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 7 of 21 members or fewer.

Watch this read

Who this business touches

The relationships behind DDOG

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CSCOCisco Systems, Inc.competitorMay 7, 2026 ▾

“With respect to APM, we compete with companies including Cisco Systems, Inc., New Relic, Inc.”

DTDynatrace, Inc.competitorMay 7, 2026 ▾

“With respect to APM, we compete with companies including Cisco Systems, Inc., New Relic, Inc.”

Depended on by

ESTCElastic N.V.supplierJun 8, 2026 ▾

“For Elastic Observability: software vendors with specific observability solutions, such as AppDynamics and Splunk (each owned by Cisco Systems), Datadog, Dynatrace, and New Relic.”

Filing peers

AMPLTDCVIA

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DDOG is currently a Participant in the organic co-movement group Payment Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.