Datadog

DDOG Q1 CY2024 (ended Mar 31, 2024). 10-Q filing. Revenue $611.3M. Segment Note references ASU 2023-07 (segment reporting improvements) but Datadog remains a single segment. Management disclosed AI-native customers were ~3.5% of Q1 ARR on earnings call (May 2024). Ring 1 AI products (LLM Observability, Bits AI) were gaining traction but LLM Observability was still in preview, not yet GA. Most AI-native customer spend goes to standard monitoring/APM/logs (Ring 3). Conservative estimate of Ring 1 AI-specific product revenue: ~$4.6M. Math: $4.6M / $611.3M = 0.75%. Source: 10-Q Segment Note, Q1 2024 earnings call (3.5% AI-native ARR).