$Datadog(DDOG)$ 挺不错的 预计$Snowflake(SNOW)$ 也很好
DDOG
$DDOG Q4’25 EARNINGS HIGHLIGHTS
🔹 Revenue: $953M (Est. $917.01M) ; +29% YoY
🔹 Adj. EPS: $0.59 (Est. $0.55)
🔹 $1M+ ARR Customers: 603 (vs. 462 YoY)
FY Guide:
🔹 Revenue: $4.06B–$4.10B (Est. $4.11B)
🔹 Adj. EPS: $2.08–$2.16 (Est. $2.41) 🔴
🔹 Non-GAAP Operating Income: $840M–$880M
Q1 Guide:
🔹 Revenue: $951M–$961M (Est. $935M)
🔹 Adj. EPS: $0.49–$0.51 (Est. $0.54)
🔹 Non-GAAP Operating Income: $195M–$205M
Other Metrics:
🔹 $100K+ ARR Customers: ~4,310 (vs. 3,610 YoY)