Datadog

DDOG Q1 CY2025 (ended Mar 31, 2025). 10-Q filing. Revenue $761.6M. Management disclosed AI-native customers were ~8.5% of Q1 ARR on earnings call (May 2025), up significantly from 3.5% a year ago. This acceleration reflects both growing AI-native customer base and increased spend. Ring 1 AI products (LLM Observability, Bits AI, AI Integrations) are gaining traction with broader customer base. More enterprises adopting LLM Observability for production AI workloads. But the vast majority of AI-native customer spend remains standard monitoring (Ring 3). Conservative Ring 1 estimate: ~$19.0M. Math: $19.0M / $761.6M = 2.50%. Source: 10-Q filing, Q1 2025 earnings call (8.5% AI-native ARR).