取引
10月27日（水）は取引なし。
$DDOG
4%以上下がった。なんで？？？ 怖くなって売りそうになったが、めぼしい下げニュースがなかったので保持することにした。
データドッグ、わんわんおの下落はクラウドフレアの格下げに巻き込まれたみたいなのだな。$DDOG$NET
— アライさん♀モデルナでテンバガー達成 (@pawhara_arai) 2021年10月27日
わんわんお買い戻されてるね。まぁ同業他社の引き下げでSaaS全体がダメージ受けるとか相変わらずのムーブ。
— アライさん♀モデルナでテンバガー達成 (@pawhara_arai) 2021年10月27日
一方で見つけた良さそうなニュース。
Some highlights from $DDOG's Investor Day - October 2021
— Dhaval Kotecha (@dhaval_kotecha) 2021年10月27日
// THREAD 🧵 pic.twitter.com/4hqNznaw6a
There were some new and exciting announcements at Dash, their annual conference that ran for the last 2 days. GA'd 5 products w/ 1 in limited availability. 5 products were launched in private beta pic.twitter.com/meK52mrEkZ
— Dhaval Kotecha (@dhaval_kotecha) 2021年10月27日
Datadog fixes complexity that arises by the use of diverse technologies, increase in the # of compute units, frequency of production releases, and the # of people involved by providing a simple, easy-to-use unified platform & by breaking down silos. pic.twitter.com/IaFrCLJyOl
— Dhaval Kotecha (@dhaval_kotecha) 2021年10月27日
Timeline of Datadog's products.
— Dhaval Kotecha (@dhaval_kotecha) 2021年10月27日
They've been relentless in their execution for the past few years now. They've come up with a big product every single year now since 2017. pic.twitter.com/1N36uBnaEy
They talked about the increasing TAM in the observability space (which grew from $38B in 2021 to $53B in 2025) and also highlighted future opportunities in this space that they're going to focus on in the future. pic.twitter.com/EUIME7BdYw
— Dhaval Kotecha (@dhaval_kotecha) 2021年10月27日
They talked about their core products individually. I'm not going to go into each one individually for brevity. They highlighted how they're successfully able to land and expand pic.twitter.com/PJlDwXovdo
— Dhaval Kotecha (@dhaval_kotecha) 2021年10月27日
They highlighted how their support evolved from just being 1 group of folks in Solutions Engineering to specialized teams for the land and expand model to work so well for them. pic.twitter.com/5tT0R9LcPK
— Dhaval Kotecha (@dhaval_kotecha) 2021年10月27日
These customer metrics have been shared previously, but going to share them for perspective. pic.twitter.com/GTPowbZejx
— Dhaval Kotecha (@dhaval_kotecha) 2021年10月27日
I wrote a thread on $DDOG's Q2'21 & will be covering Q3'21 ER when it reports after hours on Nov 4. I'm expecting another strong Q from them. I've added to it every single month in 2021. Due to its stellar outperformance, it has become my 8th position.https://t.co/m9UB0iJrhB
— Dhaval Kotecha (@dhaval_kotecha) 2021年10月27日
