Datadog’s $65M/year customer mystery solved

fauxpause_ wrote: post #3

If this commenter is to be believed it was a 3 year contract prepaid at 20ish per year https://news.ycombinator.com/item?id=35866061

Mentioned and dismissed in the article, fwiw.

Re: Datadog’s $65M/year customer mystery solved

#5

Post by shishy » Thu, May 11, 2023, 5:28 PM UTC

bdcravens wrote: post #2

The real story: Datadog LOST a $65M/year customer.

they didn’t lose them, they retained with revenue contraction by restructuring the deal to make sense

Re: Datadog’s $65M/year customer mystery solved

#6

Post by gardenhedge » Thu, May 11, 2023, 5:33 PM UTC

mkmk wrote: post #4

fauxpause_ wrote: post #3

If this commenter is to be believed it was a 3 year contract prepaid at 20ish per year https://news.ycombinator.com/item?id=35866061

Mentioned and dismissed in the article, fwiw.

Any reason to believe one claim over the other?

Re: Datadog’s $65M/year customer mystery solved

#7

Post by thebruce87m » Thu, May 11, 2023, 5:43 PM UTC

Datadog have been pestering multiple people in my company by name. Not sure how they got our details. They also try via LinkedIn so maybe that’s how. Very annoying.

Re: Datadog’s $65M/year customer mystery solved

#8

Post by fauxpause_ » Thu, May 11, 2023, 6:05 PM UTC

gardenhedge wrote: post #6

mkmk wrote: post #4

Earlier quoted context omitted.

Mentioned and dismissed in the article, fwiw.

Any reason to believe one claim over the other?

It’s not clear to me that the article actually contradicts it

Re: Datadog’s $65M/year customer mystery solved

#9

Post by bllguo » Thu, May 11, 2023, 6:16 PM UTC

fauxpause_ wrote: post #8

gardenhedge wrote: post #6

Earlier quoted context omitted.

Any reason to believe one claim over the other?

It’s not clear to me that the article actually contradicts it

this article says it was straight up 65m for the year

otoh the throwaway also mentioned the in-house grafana/prometheus solution that this article described

Re: Datadog’s $65M/year customer mystery solved

#10

Post by obblekk » Thu, May 11, 2023, 6:40 PM UTC

Datadog was started in 2010. Even though the cloud existed, it was relatively immature in that it frequently required ssh into a box to fix something. Devops was big. This is why SaaS worked and was so valuable.

I've started thinking SaaS is over.

Most startups will still do software as a service, but that alone will not create a defensible moat with crazy high growth rates. The green pasture is gone and the fences are being torn down.

Something else like network effects, proprietary data, foundation models that are truly excellent, etc. has to be part of the offering now.