Datadog

DDOG Q2 CY2024 (ended Jun 30, 2024). 10-Q filing. Revenue $645.3M. LLM Observability reached General Availability in June 2024 (DASH 2024). Bits AI expanded with autonomous investigation capabilities. Management disclosed AI-native customers were >4% of ARR on Q2 earnings call (Aug 2024). However, Ring 1 AI revenue = only LLM Observability, Bits AI, AI Integrations, AI-specific monitoring features -- NOT the standard monitoring revenue from AI-native customers. The GA launch of LLM Observability is a milestone but revenue is still early. Conservative estimate: Ring 1 AI product revenue ~$6.5M. Math: $6.5M / $645.3M = 1.00%. Source: 10-Q Segment Note, DASH 2024 (LLM Observability GA), Q2 2024 earnings call (>4% AI-native ARR).